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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NR
1176
Newfound Research
Massachusetts
$68K -$26.7K -169 -26%
CIM
1177
Contravisory Investment Management
Massachusetts
$68K -$12.8K -81 -14%
TIM
1178
Tevis Investment Management
Texas
$68K +$11.7K +74 +18%
BCA
1179
Bray Capital Advisors
Florida
$67K – – –
BHWM
1180
Bay Harbor Wealth Management
Maryland
$66K -$16K -101 -18%
BWM
1181
BerganKDV Wealth Management
Minnesota
$66K +$158 +1 +0.2%
KFI
1182
Key Financial Inc
Pennsylvania
$64K – – –
AWM
1183
AllSquare Wealth Management
New York
$62K – – –
CA
1184
Crewe Advisors
Utah
$61K +$7.27K +46 +12%
BIA
1185
Bell Investment Advisors
California
$60K +$12K +76 +22%
GIA
1186
Goodwin Investment Advisory
Georgia
$59K – – –
CCA
1187
Catalyst Capital Advisors
New York
$57K -$1.26K -8 -2%
MPWT
1188
MassMutual Private Wealth & Trust
Connecticut
$57K -$158 -1 -0.2%
ACA
1189
Atlas Capital Advisors
Wyoming
$56.4K +$2.69K +17 +4%
OCM
1190
Orion Capital Management
California
$55K +$46.8K +296 +296%
MCM
1191
McMillion Capital Management
North Carolina
$54K – – –
AF
1192
Arrow Financial
New York
$52K – – –
SIC
1193
SJS Investment Consulting
Ohio
$51K +$57.9K +366 New
OIA
1194
Optimum Investment Advisors
Illinois
$50K +$949 +6 +2%
NIC
1195
Northwest Investment Counselors
Oregon
$49K – – –
HBW
1196
Hazlett, Burt & Watson
West Virginia
$48K -$3.79K -24 -7%
WWMSC
1197
Wagner Wealth Management (South Carolina)
South Carolina
$48K – – –
FCT
1198
First Community Trust
Iowa
$47K – – –
MCC
1199
Money Concepts Capital
Florida
$47K +$49K +310 +1,148%
PFPT
1200
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K +$51.1K +323 New
46 47
48
49 50