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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Crewe Advisors
Utah
$90.1K +$17.6K +113 +26%
KFS
1252
Kelly Financial Services
Massachusetts
$89.9K +$312 +2 +0.4%
PFA
1253
Pathway Financial Advisers
Indiana
$87.7K +$83.4K +534 New
SC
1254
Stephens Consulting
Michigan
$87.3K – – –
CHC
1255
City Holding Co
West Virginia
$85.5K – – –
AWM
1256
Atticus Wealth Management
Florida
$83.3K -$312 -2 -0.4%
ACA
1257
Atlas Capital Advisors
Wyoming
$82K +$14.8K +95 +23%
DMBA
1258
Deseret Mutual Benefit Administrators
Utah
$80.5K -$63.2K -405 -45%
BCA
1259
Bray Capital Advisors
Florida
$78.4K – – –
ADL
1260
Asset Dedication LLC
California
$78K +$48.4K +310 +185%
BWM
1261
BerganKDV Wealth Management
Minnesota
$77.7K +$468 +3 +0.6%
QT
1262
Quantbot Technologies
New York
$77.4K +$73.7K +472 New
BHWM
1263
Bay Harbor Wealth Management
Maryland
$77K -$156 -1 -0.2%
RFA
1264
Resurgent Financial Advisors
Georgia
$71K +$67.6K +433 New
MPWT
1265
MassMutual Private Wealth & Trust
Connecticut
$70K +$2.81K +18 +4%
GIA
1266
Goodwin Investment Advisory
Georgia
$69.1K – – –
CS
1267
Comerica Securities
Michigan
$68.9K +$65.6K +420 New
PAM
1268
Paradigm Asset Management
New York
$68.7K -$968K -6,200 -94%
AWM
1269
AllSquare Wealth Management
New York
$67.4K -$5.31K -34 -8%
BIA
1270
Bell Investment Advisors
California
$66.8K -$3.43K -22 -5%
CCA
1271
Catalyst Capital Advisors
New York
$65.3K -$1.87K -12 -3%
KFI
1272
Key Financial Inc
Pennsylvania
$63.7K – – –
IGWM
1273
ICA Group Wealth Management
Colorado
$62.5K +$59.5K +381 New
AF
1274
Arrow Financial
New York
$62K – – –
FA
1275
Fiduciary Alliance
South Carolina
$61.5K +$58.5K +375 New
49 50
51
52 53