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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1226
Salem Investment Counselors
North Carolina
$247K +$8.61K +48 +4%
FA
1227
Fortis Advisors
Pennsylvania
$247K – – –
FPWM
1228
FSB Premier Wealth Management
Iowa
$246K +$224K +1,248 New
CAMG
1229
CWA Asset Management Group
Florida
$246K +$223K +1,245 New
FIM
1230
Freedom Investment Management
Connecticut
$246K +$223K +1,245 New
PWM
1231
PRW Wealth Management
Massachusetts
$245K – – –
CIAS
1232
Capital Investment Advisory Services
North Carolina
$245K -$5.74K -32 -3%
SA
1233
Syntax Advisors
New York
$245K -$19.4K -108 -8%
VCG
1234
Vantage Consulting Group
Virginia
$245K -$19.4K -108 -8%
NAMM
1235
NorthStar Asset Management (Massachusetts)
Massachusetts
$244K -$272K -1,516 -55%
GSEP
1236
Golden State Equity Partners
California
$244K +$221K +1,235 New
TC
1237
TownSquare Capital
Utah
$243K +$221K +1,233 New
BIA
1238
Bigelow Investment Advisors
Maine
$242K – – –
MAM
1239
Meeder Asset Management
Ohio
$242K +$220K +1,226 New
LAM
1240
L2 Asset Management
Massachusetts
$241K +$219K +1,222 New
HFS
1241
Hantz Financial Services
Michigan
$241K +$153K +856 +234%
MHIC
1242
Marble Harbor Investment Counsel
Massachusetts
$240K +$218K +1,218 New
WIC
1243
WealthBridge Investment Counsel
Alberta, Canada
$240K +$218K +1,215 New
RG
1244
Rathbones Group
United Kingdom
$240K – – –
TF
1245
Trek Financial
Arizona
$240K +$218K +1,215 New
RG
1246
Retirement Group
California
$239K – – –
CC
1247
Centiva Capital
New York
$239K -$2.91M -16,219 -93%
AL
1248
Aspiriant LLC
California
$238K -$2.87K -16 -1%
WDL
1249
Well Done LLC
Michigan
$237K +$215K +1,202 New
JCM
1250
Jacobi Capital Management
Pennsylvania
$237K +$215K +1,202 New
48 49
50
51 52