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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1251
GeoWealth Management
Illinois
$259K +$227K +1,271 +3,852%
PIAS
1252
PCA Investment Advisory Services
Ohio
$257K +$536 +3 +0.2%
CWS
1253
Confluence Wealth Services
Pennsylvania
$255K -$22.3K -125 -9%
RZH
1254
Relyea Zuckerberg Hanson
Connecticut
$255K -$13.2K -74 -5%
CNB
1255
Camden National Bank
Maine
$254K – – –
PIM
1256
Plato Investment Management
Australia
$253K +$228K +1,274 New
LSA
1257
Leonteq Securities AG
Switzerland
$253K -$150K -840 -40%
ANBT
1258
American National Bank & Trust
Texas
$252K -$1.79K -10 -0.8%
SFG
1259
StrategIQ Financial Group
Indiana
$252K -$25K -140 -10%
FCM
1260
Fourpath Capital Management
Oklahoma
$251K -$714 -4 -0.3%
BWCS
1261
Beirne Wealth Consulting Services
Connecticut
$251K +$225K +1,258 New
PL
1262
Plancorp LLC
Missouri
$250K +$11.8K +66 +6%
FA
1263
Financial Advisors
Massachusetts
$249K -$714K -4,000 -76%
CLOS
1264
Compagnie Lombard Odier SCmA
Switzerland
$248K +$102K +570 +84%
AF
1265
Apexium Financial
Texas
$248K +$223K +1,248 New
LEA
1266
Legacy Edge Advisors
New York
$248K +$223K +1,248 New
EFS
1267
Essex Financial Services
Connecticut
$247K +$5.18K +29 +2%
SLWA
1268
San Luis Wealth Advisors
California
$247K -$53.6K -300 -19%
TCOO
1269
Trust Company of Oklahoma
Oklahoma
$247K – – –
BBA
1270
Braun-Bostich & Associates
Pennsylvania
$246K +$11.8K +66 +6%
WCM
1271
Wunderlich Capital Managemnt
Tennessee
$246K +$221K +1,238 New
HFP
1272
Holistic Financial Partners
Indiana
$245K +$1.07K +6 +0.5%
AAS
1273
Ameritas Advisory Services
Nebraska
$245K +$224K +1,255 New
JCM
1274
Jacobi Capital Management
Pennsylvania
$245K -$107K -597 -33%
DI
1275
DAGCO Inc
Ohio
$244K -$626K -3,505 -74%
49 50
51
52 53