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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
1126
CMT Capital Markets Trading
Germany
$236K -$14.7K -83 -6%
EWM
1127
EPG Wealth Management
Georgia
$236K +$177 +1 +0.1%
GIA
1128
Guyasuta Investment Advisors
Pennsylvania
$235K – – –
ZCM
1129
Ziegler Capital Management
Illinois
$235K – – –
BTWM
1130
Baker Tilly Wealth Management
Wisconsin
$235K +$237K +1,336 New
EWM
1131
Empirical Wealth Management
Washington
$235K +$237K +1,337 New
BMO
1132
Beck Mack & Oliver
New York
$234K -$53.2K -300 -18%
SRC
1133
Shufro Rose & Co
New York
$234K – – –
IPAM
1134
ICICI Prudential Asset Management
India
$233K +$235K +1,326 New
EPA
1135
Element Pointe Advisors
Florida
$232K – – –
PL
1136
Pluribus Labs
California
$232K +$234K +1,322 New
CAMG
1137
CWA Asset Management Group
Florida
$231K -$1.59K -9 -0.7%
CB
1138
Community Bank
New York
$231K – – –
LFA
1139
Legacy Financial Advisors
Kentucky
$231K +$232K +1,312 New
BJL
1140
Brighton Jones LLC
Washington
$230K +$4.43K +25 +2%
AFS
1141
Axiom Financial Strategies
Indiana
$229K -$15.2K -86 -6%
HAS
1142
HBW Advisory Services
California
$229K -$7.62K -43 -3%
QCM
1143
Quantinno Capital Management
New York
$229K +$231K +1,303 New
HI
1144
Harrington Investments
California
$228K – – –
CBFP
1145
Cedar Brook Financial Partners
Ohio
$226K +$10.8K +61 +5%
EFS
1146
Essex Financial Services
Connecticut
$224K -$5.14K -29 -2%
BDF
1147
Balasa Dinverno & Foltz
$224K +$709 +4 +0.3%
MA
1148
MJP Associates
Connecticut
$223K +$223K +1,261 New
BCM
1149
Bayesian Capital Management
New York
$223K +$224K +1,266 New
CWS
1150
Confluence Wealth Services
Pennsylvania
$223K +$226K +1,274 New
44 45
46
47 48