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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1126
Blume Capital Management
California
$351K – – –
CIS
1127
Custom Index Systems
New York
$349K +$76.9K +400 +29%
IDBONY
1128
Israel Discount Bank of New York
New York
$349K -$236K -1,225 -41%
PCA
1129
Pallas Capital Advisors
Massachusetts
$348K +$11.9K +62 +4%
TWP
1130
Tyche Wealth Partners
Texas
$348K -$460K -2,392 -58%
TCM
1131
Twin Capital Management
Pennsylvania
$347K -$10.2K -53 -3%
1SB
1132
1ST Source Bank
Indiana
$347K – – –
PFA
1133
Pathway Financial Advisors
Vermont
$346K -$385 -2 -0.1%
GJWM
1134
Gilliland Jeter Wealth Management
Arkansas
$345K – – –
IF
1135
Intrua Financial
Texas
$345K -$577 -3 -0.2%
RCAG
1136
Rehmann Capital Advisory Group
Michigan
$344K -$14.8K -77 -4%
AOI
1137
Auto-Owners Insurance
Michigan
$343K – – –
PCM
1138
Pointe Capital Management
Michigan
$343K +$334K +1,735 New
LAM
1139
L2 Asset Management
Massachusetts
$343K +$23.6K +123 +8%
WSTAM
1140
Wilbanks Smith & Thomas Asset Management
Virginia
$342K -$4.81K -25 -1%
CG
1141
Clifford Group
Massachusetts
$339K – – –
TAM
1142
Townsend Asset Management
North Carolina
$338K – – –
ACI
1143
Alpha Cubed Investments
California
$338K +$24.2K +126 +8%
GCM
1144
Gables Capital Management
Florida
$336K – – –
IP
1145
Investment Partners
Ohio
$336K +$961 +5 +0.3%
BFM
1146
Boston Financial Management
Massachusetts
$335K -$9.61K -50 -3%
ITIM
1147
Indiana Trust & Investment Management
Indiana
$334K +$34.2K +178 +12%
RWB
1148
RMR Wealth Builders
New Jersey
$330K +$321K +1,670 New
QWP
1149
Quotient Wealth Partners
Texas
$330K +$14.6K +76 +5%
FCAS
1150
First Command Advisory Services
Texas
$329K +$314K +1,635 +6,056%
44 45
46
47 48