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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$223K +$226K +1,274 New
MNBTD
1152
Moody National Bank Trust Division
Texas
$222K -$177 -1 -0.1%
TSW
1153
Thompson Siegel & Walmsley
Virginia
$222K – – –
RG
1154
Retirement Group
California
$222K +$9.57K +54 +4%
RIM
1155
Regent Investment Management
Kentucky
$221K – – –
STA
1156
Summit Trail Advisors
New York
$220K -$8.15K -46 -4%
FA
1157
Fortis Advisors
Pennsylvania
$220K – – –
HIIFS
1158
Harel Insurance Investments & Financial Services
Israel
$220K +$108K +611 +94%
EIP
1159
Ellis Investment Partners
Pennsylvania
$218K +$354 +2 +0.2%
VWA
1160
V Wealth Advisors
Kansas
$218K +$1.06K +6 +0.5%
MFG
1161
Mission Financial Group
Nevada
$218K +$142K +804 New
BHIA
1162
Birch Hill Investment Advisors
Massachusetts
$217K – – –
TFM
1163
TFC Financial Management
Massachusetts
$217K +$56.7K +320 +35%
GG
1164
Greenwood Gearhart
Arkansas
$217K +$219K +1,234 New
4WM
1165
44 Wealth Management
Oregon
$216K -$3.01K -17 -1%
BIA
1166
Bigelow Investment Advisors
Maine
$216K – – –
CSB
1167
City State Bank
Iowa
$216K +$218K +1,228 New
WIC
1168
WealthBridge Investment Counsel
Alberta, Canada
$214K +$215K +1,215 New
PCA
1169
Personal Capital Advisors
California
$214K +$215K +1,216 New
GA
1170
Geller Advisors
New York
$214K +$216K +1,218 New
RGC
1171
Roberts, Glore & Co
Illinois
$213K -$21.6K -122 -9%
PWM
1172
PBMares Wealth Management
Virginia
$212K – – –
FFG
1173
Ford Financial Group
California
$210K – – –
VV
1174
Verity & Verity
South Carolina
$209K – – –
USCWA
1175
U.S. Capital Wealth Advisors
Texas
$209K +$210K +1,187 New
45 46
47
48 49