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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1201
Marcum Wealth
Ohio
$358K +$663 +3 +0.2%
GTAM
1202
Global Trust Asset Management
Florida
$358K +$6.41K +29 +2%
BFO
1203
Biltmore Family Office
North Carolina
$356K – – –
SFO
1204
Stokes Family Office
Louisiana
$355K +$369K +1,671 New
SAM
1205
Strategy Asset Managers
California
$354K +$3.32K +15 +0.9%
FCAS
1206
First Command Advisory Services
Texas
$353K – – –
FCM
1207
Fire Capital Management
California
$352K +$366K +1,656 New
HB
1208
HTLF Bank
Colorado
$350K -$63.2K -286 -15%
MFA
1209
Mayflower Financial Advisors
Massachusetts
$350K +$3.32K +15 +0.9%
SIC
1210
Salem Investment Counselors
North Carolina
$349K -$3.98K -18 -1%
OWA
1211
ORBA Wealth Advisors
Illinois
$348K – – –
AA
1212
Alta Advisers
United Kingdom
$348K +$52.2K +236 +17%
BCMO
1213
Buckingham Capital Management (Ohio)
Ohio
$347K -$129K -585 -26%
ACI
1214
Alpha Cubed Investments
California
$345K +$221 +1 +0.1%
RWA
1215
Roberts Wealth Advisors
California
$344K +$27.4K +124 +9%
DLCIG
1216
D.L. Carlson Investment Group
New Hampshire
$344K +$86K +389 +32%
VVP
1217
Venture Visionary Partners
Ohio
$341K -$84.9K -384 -19%
SPWG
1218
Sage Private Wealth Group
Illinois
$338K +$32.7K +148 +10%
RSWM
1219
Robertson Stephens Wealth Management
California
$338K -$170K -769 -33%
KA
1220
Kovack Advisors
Florida
$337K +$442 +2 +0.1%
MPWT
1221
MassMutual Private Wealth & Trust
Connecticut
$337K -$2.43K -11 -0.7%
MWPCG
1222
Measured Wealth Private Client Group
New Hampshire
$336K +$663 +3 +0.2%
IIC
1223
Integrated Investment Consultants
Michigan
$335K +$21K +95 +6%
MCWA
1224
Meadow Creek Wealth Advisors
Georgia
$335K +$4.2K +19 +1%
BWP
1225
BlueStem Wealth Partners
Minnesota
$334K +$348K +1,572 New
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