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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BM
1526
Berman McAleer
Maryland
$467K -$792 -2 -0.2%
VA
1527
Veratis Advisors
North Carolina
$467K +$465K +1,175 New
AA
1528
Argent Advisors
Louisiana
$466K – – –
TAFW
1529
Tred Avon Family Wealth
Maryland
$466K +$1.19K +3 +0.3%
ITFISA
1530
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$466K +$452K +1,141 +3,566%
DCM
1531
Donaldson Capital Management
Indiana
$465K -$29.7K -75 -6%
AGWCA
1532
Annis Gardner Whiting Capital Advisors
Florida
$462K +$62.5K +158 +16%
RF
1533
Roxbury Financial
New Jersey
$461K -$11.5K -29 -2%
NI
1534
Natural Investments
California
$460K -$302K -763 -40%
RPC
1535
Rossmore Private Capital
Connecticut
$459K – – –
TFM
1536
TFC Financial Management
Massachusetts
$458K +$1.58K +4 +0.3%
RPWA
1537
Regent Peak Wealth Advisors
Georgia
$458K +$3.56K +9 +0.8%
KAS
1538
KPP Advisory Services
Kentucky
$458K -$48.3K -122 -10%
CRI
1539
Colonial River Investments
Virginia
$457K +$24.1K +61 +6%
M
1540
MOTCO
Texas
$457K +$24.5K +62 +6%
LEA
1541
Legacy Edge Advisors
New York
$456K – – –
RWM
1542
Riverbend Wealth Management
South Carolina
$453K -$41.2K -104 -8%
RWA
1543
Roberts Wealth Advisors
California
$452K -$174K -440 -28%
LA
1544
LVW Advisors
New York
$452K +$51.9K +131 +13%
TCOO
1545
Trust Company of Oklahoma
Oklahoma
$451K -$61K -154 -12%
QC
1546
Quadrature Capital
United Kingdom
$450K +$448K +1,133 New
UAG
1547
United Advisor Group
Ohio
$449K +$16.2K +41 +4%
MW
1548
Marble Wealth
Alabama
$448K +$20.6K +52 +5%
HH
1549
Hilltop Holdings
Texas
$448K +$63.3K +160 +17%
BIA
1550
Bigelow Investment Advisors
Maine
$447K -$11.1K -28 -2%
60 61
62
63 64