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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1201
Ellis Investment Partners
Pennsylvania
$206K +$468 +3 +0.2%
FA
1202
Fortis Advisors
Pennsylvania
$205K – – –
RG
1203
Rathbones Group
United Kingdom
$205K +$190K +1,216 New
BHIA
1204
Birch Hill Investment Advisors
Massachusetts
$202K +$193K +1,234 New
BIA
1205
Bigelow Investment Advisors
Maine
$202K +$192K +1,229 New
CWM
1206
Connecticut Wealth Management
Connecticut
$201K +$192K +1,227 New
GIA
1207
Gladstone Institutional Advisory
Florida
$200K -$130K -833 -41%
AL
1208
Aspiriant LLC
California
$200K +$191K +1,221 New
AGC
1209
Aspen Grove Capital
Colorado
$200K +$191K +1,221 New
RG
1210
Retirement Group
California
$199K +$156 +1 +0.1%
SIC
1211
Salem Investment Counselors
North Carolina
$198K – – –
FMII
1212
Farmers & Merchants Investments Inc
Nebraska
$197K -$21.2K -136 -10%
PVH
1213
Psagot Value Holdings
Israel
$197K -$31.2K -200 -14%
ECG
1214
Edge Capital Group
Georgia
$192K +$182K +1,169 New
JWM
1215
Janiczek Wealth Management
Colorado
$190K -$5.62K -36 -3%
BLC
1216
Brown, Lisle/Cummings
Rhode Island
$188K +$22.6K +145 +15%
CSPAM
1217
Cary Street Partners Asset Management
Virginia
$185K – – –
HCM
1218
Hollencrest Capital Management
California
$179K +$171K +1,094 New
GWS
1219
Glassman Wealth Services
Virginia
$176K -$15.6K -100 -9%
BSB
1220
Bangor Savings Bank
Maine
$176K +$38.6K +247 +30%
M
1221
MOTCO
Texas
$164K -$115K -738 -43%
SWA
1222
SOA Wealth Advisors
New York
$157K +$624 +4 +0.4%
MCM
1223
Manchester Capital Management
Vermont
$157K +$16.5K +106 +12%
TFA
1224
Toth Financial Advisory
Virginia
$156K +$468 +3 +0.3%
UFG
1225
United Fire Group
Iowa
$152K – – –
47 48
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