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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1151
Freedom Investment Management
Connecticut
$315K +$68.7K +371 +30%
PAMG
1152
Patton Albertson Miller Group
Tennessee
$314K -$8.7K -47 -3%
WFA
1153
Websterrogers Financial Advisors
South Carolina
$312K – – –
PP
1154
Patten & Patten
Tennessee
$311K – – –
TC
1155
TownSquare Capital
Utah
$310K +$65.9K +356 +29%
MCM
1156
MV Capital Management
Maryland
$309K +$4.63K +25 +2%
SAI
1157
Systematic Alpha Investments
New Jersey
$305K – – –
NB
1158
Northwest Bancshares
Pennsylvania
$305K -$21.7K -117 -7%
LWM
1159
Laidlaw Wealth Management
New York
$305K -$9.81K -53 -3%
MBT
1160
Montecito Bank & Trust
California
$304K – – –
QC
1161
Quent Capital
New York
$304K +$185 +1 +0.1%
IVP
1162
Intrinsic Value Partners
Arizona
$302K – – –
WP
1163
WMS Partners
Maryland
$302K -$116K -625 -29%
B
1164
Barings
North Carolina
$301K +$29.8K +161 +12%
AWM
1165
Axxcess Wealth Management
California
$300K -$344K -1,856 -55%
CCA
1166
Cobblestone Capital Advisors
New York
$299K +$11.3K +61 +4%
LGA
1167
Lebenthal Global Advisors
New York
$298K -$33.7K -182 -11%
THWM
1168
Taylor Hoffman Wealth Management
Virginia
$298K – – –
HI
1169
Harrington Investments
California
$298K +$43.3K +234 +18%
EFG
1170
Everhart Financial Group
Ohio
$297K +$35.6K +192 +14%
BFM
1171
Boston Financial Management
Massachusetts
$297K -$5.56K -30 -2%
CC
1172
Callan Capital
California
$295K – – –
ITIM
1173
Indiana Trust & Investment Management
Indiana
$294K -$19.6K -106 -7%
CNBT
1174
Canandaigua National Bank & Trust
New York
$294K +$3.89K +21 +1%
PWMG
1175
Prestige Wealth Management Group
New Jersey
$293K -$8.89K -48 -3%
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48 49