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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
MV Capital Management
Maryland
$411K +$2.77K +13 +0.7%
EIG
1152
Ellenbecker Investment Group
Wisconsin
$410K +$158K +741 +70%
MIM
1153
Morningstar Investment Management
Illinois
$410K – – –
AWM
1154
Aberdeen Wealth Management
Illinois
$408K -$94.1K -441 -20%
MF
1155
Magnetar Financial
Illinois
$404K -$3.48M -16,293 -90%
MA
1156
MONECO Advisors
Connecticut
$404K -$37.6K -176 -9%
MW
1157
Marcum Wealth
Ohio
$403K +$46.5K +218 +14%
CFG
1158
Citizens Financial Group
Rhode Island
$402K +$376K +1,761 New
BCM
1159
Blume Capital Management
California
$399K -$5.33K -25 -1%
IP
1160
Investment Partners
Ohio
$399K +$10.7K +50 +3%
GJWM
1161
Gilliland Jeter Wealth Management
Arkansas
$398K – – –
IF
1162
Intrua Financial
Texas
$396K -$1.28K -6 -0.3%
AOI
1163
Auto-Owners Insurance
Michigan
$396K – – –
PCM
1164
Pointe Capital Management
Michigan
$396K – – –
CPC
1165
Consolidated Planning Corp
Georgia
$394K +$109K +509 +42%
EWA
1166
Exencial Wealth Advisors
Oklahoma
$394K +$368K +1,724 New
MFIM
1167
Mesirow Financial Investment Management
Illinois
$391K -$167K -781 -31%
CG
1168
Clifford Group
Massachusetts
$391K – – –
BFM
1169
Boston Financial Management
Massachusetts
$391K +$4.27K +20 +1%
TAM
1170
Townsend Asset Management
North Carolina
$390K – – –
EFS
1171
Essex Financial Services
Connecticut
$389K +$93.2K +437 +32%
GCM
1172
Gables Capital Management
Florida
$388K – – –
WTG
1173
West Tower Group
Virginia
$388K +$363K +1,700 New
EWA
1174
EverSource Wealth Advisors
Alabama
$387K +$47.6K +223 +15%
ITIM
1175
Indiana Trust & Investment Management
Indiana
$386K +$1.07K +5 +0.3%
45 46
47
48 49