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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1301
Canopy Partners
Ohio
$444K +$26.4K +105 +7%
SOS
1302
Silver Oak Securities
Tennessee
$443K +$18.8K +75 +5%
EFS
1303
Essex Financial Services
Connecticut
$441K +$22.1K +88 +6%
ACI
1304
Alpha Cubed Investments
California
$440K – – –
WFI
1305
West Family Investments
California
$440K – – –
CBB
1306
Citizens Business Bank
California
$439K – – –
RP
1307
Riverwater Partners
Wisconsin
$439K +$14.1K +56 +4%
AFP
1308
Ausdal Financial Partners
Iowa
$438K +$44K +175 +12%
CA
1309
Cache Advisors
California
$434K – – –
IP
1310
Investment Partners
Ohio
$432K +$33.2K +132 +9%
DM
1311
Diversified Management
Wisconsin
$430K +$398K +1,586 New
FMLI
1312
Fukoku Mutual Life Insurance
Japan
$430K -$20.1K -80 -5%
WETS
1313
Wealth Enhancement Trust Services
South Dakota
$429K +$397K +1,582 New
GBT
1314
Grove Bank & Trust
Florida
$428K +$12.6K +50 +3%
MFA
1315
Mayflower Financial Advisors
Massachusetts
$428K +$20.6K +82 +5%
RWA
1316
Roberts Wealth Advisors
California
$428K – – –
BPW
1317
BlueDoor Private Wealth
Massachusetts
$426K +$394K +1,570 New
RWM
1318
Rockline Wealth Management
New York
$426K – – –
SAI
1319
Systematic Alpha Investments
New Jersey
$425K – – –
DWA
1320
Douglass Winthrop Advisors
New York
$425K +$394K +1,567 New
ITIM
1321
Indiana Trust & Investment Management
Indiana
$423K – – –
IIC
1322
Integrated Investment Consultants
Michigan
$423K -$8.04K -32 -2%
FBT
1323
First Bank & Trust
South Dakota
$421K +$2.76K +11 +0.7%
ANB
1324
Amarillo National Bank
Texas
$420K +$9.8K +39 +3%
RZH
1325
Relyea Zuckerberg Hanson
Connecticut
$418K -$11.1K -44 -3%
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