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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTFIS
1301
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$774K -$688K -1,738 -47%
CIC
1302
Carnegie Investment Counsel
Ohio
$772K – – –
FBT
1303
First Bank & Trust
South Dakota
$770K -$43.5K -110 -5%
GVAG
1304
Great Valley Advisor Group
Delaware
$766K -$184K -464 -19%
SOS
1305
Silver Oak Securities
Tennessee
$763K +$48.7K +123 +7%
IB
1306
Intrust Bank
Kansas
$763K +$1.58K +4 +0.2%
RCM
1307
Raleigh Capital Management
North Carolina
$760K +$40K +101 +6%
NRG
1308
Nemes Rush Group
Michigan
$760K +$12.3K +31 +2%
IPAM
1309
Investment Partners Asset Management
New Jersey
$758K +$396 +1 +0.1%
LG
1310
Leuthold Group
Minnesota
$755K +$752K +1,900 New
ABTD
1311
Arvest Bank Trust Division
Oklahoma
$754K -$97.4K -246 -11%
IBOK
1312
Independence Bank of Kentucky
Kentucky
$752K -$14.6K -37 -2%
IAS
1313
Insigneo Advisory Services
Florida
$752K +$8.31K +21 +1%
RWM
1314
Revisor Wealth Management
Ohio
$750K -$57K -144 -7%
WAP
1315
Wealthcare Advisory Partners
Pennsylvania
$750K -$535K -1,352 -42%
AIM
1316
Advyzon Investment Management
Illinois
$749K +$18.2K +46 +3%
CT
1317
Colonial Trust
South Carolina
$748K -$342K -865 -31%
AAM
1318
Advisors Asset Management
Colorado
$747K -$993K -2,510 -57%
DF
1319
Donoghue Forlines
Massachusetts
$747K -$3.42M -8,638 -82%
MFS
1320
Mirabella Financial Services
United Kingdom
$744K +$742K +1,874 New
BWP
1321
Burling Wealth Partners
Illinois
$743K +$9.1K +23 +1%
C
1322
Certuity
Florida
$742K +$18.6K +47 +3%
FMWA
1323
Forvis Mazars Wealth Advisors
Missouri
$738K +$24.1K +61 +3%
IF
1324
Intrua Financial
Texas
$736K +$1.98K +5 +0.3%
BOM
1325
Bank of Marin
California
$735K – – –
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