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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1326
MBB Public Markets
Illinois
$298K -$59.3K -285 -19%
MBTD
1327
Mechanics Bank - Trust Department
California
$298K -$13.3K -64 -5%
RA
1328
Ransom Advisory
Rhode Island
$297K – – –
DTC
1329
Davidson Trust Company
Washington
$296K – – –
BCG
1330
Breakwater Capital Group
New Jersey
$295K +$1.25K +6 +0.5%
GVAG
1331
Great Valley Advisor Group
Delaware
$295K -$49.1K -236 -16%
VV
1332
Verity & Verity
South Carolina
$294K – – –
DWS
1333
Dynamic Wealth Strategies
California
$293K – – –
BIA
1334
Bigelow Investment Advisors
Maine
$293K – – –
KA
1335
Klingman & Associates
New York
$293K +$256K +1,229 New
CH
1336
Cromwell Holdings
Wyoming
$292K -$65.4K -314 -20%
WI
1337
WrapManager Inc
California
$292K -$41.9K -201 -14%
RIG
1338
Renaissance Investment Group
Massachusetts
$292K -$10.4K -50 -4%
PWW
1339
Pettyjohn Wood & White
Virginia
$291K – – –
SWM
1340
Shepherd Wealth Management
Ohio
$291K +$271K +1,300 New
FDCP
1341
Foster Dykema Cabot & Partners
Massachusetts
$290K +$96.4K +463 +61%
TBWA
1342
Three Bridge Wealth Advisors
California
$290K +$254K +1,219 New
WC
1343
Waterloo Capital
Texas
$290K +$253K +1,217 New
RWM
1344
Riverbend Wealth Management
South Carolina
$289K -$20.2K -97 -7%
FFA
1345
Fragasso Financial Advisors
Pennsylvania
$289K -$33.5K -161 -12%
WIC
1346
WealthBridge Investment Counsel
Alberta, Canada
$289K – – –
SLWA
1347
San Luis Wealth Advisors
California
$289K +$416 +2 +0.2%
FC
1348
Fairscale Capital
New Hampshire
$289K +$21.7K +104 +9%
HBS
1349
Howard Bailey Securities
Indiana
$288K -$9.37K -45 -4%
KCPG
1350
Kavar Capital Partners Group
Kansas
$288K – – –
52 53
54
55 56