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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1151
Harrington Investments
California
$214K – – –
CWS
1152
Confluence Wealth Services
Pennsylvania
$214K +$3.73K +23 +2%
NAM
1153
NTV Asset Management
West Virginia
$213K -$69.2K -427 -25%
HCM
1154
Hilton Capital Management
New York
$212K -$12.2M -75,472 -98%
EFS
1155
Essex Financial Services
Connecticut
$211K – – –
RG
1156
Retirement Group
California
$211K +$2.43K +15 +1%
BWM
1157
Buckley Wealth Management
Nevada
$211K +$207K +1,278 New
MNBTD
1158
Moody National Bank Trust Division
Texas
$209K – – –
TSW
1159
Thompson Siegel & Walmsley
Virginia
$209K – – –
EWA
1160
Evolution Wealth Advisors
Florida
$208K -$23.8K -147 -10%
HIIFS
1161
Harel Insurance Investments & Financial Services
Israel
$208K – – –
RIM
1162
Regent Investment Management
Kentucky
$208K – – –
SWA
1163
SFMG Wealth Advisors
Texas
$208K +$16.2K +100 +9%
CAAS
1164
Capital Asset Advisory Services
Michigan
$207K -$283K -1,745 -58%
MFA
1165
Mayflower Financial Advisors
Massachusetts
$207K +$203K +1,253 New
JAG
1166
Journey Advisory Group
Kentucky
$207K +$203K +1,254 New
FA
1167
Fortis Advisors
Pennsylvania
$206K – – –
EIP
1168
Ellis Investment Partners
Pennsylvania
$205K +$486 +3 +0.2%
BHIA
1169
Birch Hill Investment Advisors
Massachusetts
$204K – – –
BCM
1170
Brookstone Capital Management
Illinois
$203K -$61.4K -379 -22%
BIA
1171
Bigelow Investment Advisors
Maine
$203K – – –
DA
1172
DSC Advisors
Illinois
$203K +$199K +1,230 New
DA
1173
Dillon & Associates
Michigan
$203K +$200K +1,233 New
BDF
1174
Balasa Dinverno & Foltz
$202K -$8.26K -51 -4%
SAM
1175
Sawgrass Asset Management
Florida
$202K +$198K +1,220 New
45 46
47
48 49