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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1601
Edgestream Partners
New Jersey
$396K +$395K +997 New
5NPW
1602
55 North Private Wealth
Florida
$393K +$79.6K +201 +25%
TC
1603
TownSquare Capital
Utah
$391K +$40.8K +103 +12%
EA
1604
Everpar Advisors
Oklahoma
$390K +$17.4K +44 +5%
CCMG
1605
Connecticut Capital Management Group
Connecticut
$390K – – –
IDA
1606
Intelligence Driven Advisers
California
$389K +$59K +149 +18%
SWM
1607
Silverlake Wealth Management
Vermont
$388K -$6.73K -17 -2%
KFGK
1608
Keystone Financial Group (Kentucky)
Kentucky
$388K +$47.1K +119 +14%
SC
1609
Scotia Capital
Ontario, Canada
$388K -$118K -298 -23%
TFIPS
1610
Towarzystwo Funduszy Inwestycyjnych PZU SA
$388K +$55.8K +141 +17%
MAM
1611
McLean Asset Management
Virginia
$387K -$5.14K -13 -1%
HWA
1612
Heritage Wealth Advisors
Virginia
$387K +$119K +300 +45%
RIL
1613
Rothschild Investment LLC
Illinois
$386K +$16.6K +42 +5%
BMC
1614
Beaton Management Company
Massachusetts
$384K +$78.8K +199 +26%
FCFC
1615
First Citizens Financial Corp
Iowa
$383K +$4.75K +12 +1%
JMA
1616
J.M. Arbour
Maine
$382K +$1.58K +4 +0.4%
OAM
1617
Oxford Asset Management
United Kingdom
$382K +$380K +961 New
BCM
1618
Becker Capital Management
Oregon
$381K -$37.6K -95 -9%
TFA
1619
Toth Financial Advisory
Virginia
$381K +$792 +2 +0.2%
CWM
1620
Connecticut Wealth Management
Connecticut
$380K -$13.9K -35 -4%
VWA
1621
Visionary Wealth Advisors
Illinois
$380K -$3.96K -10 -1%
GTAM
1622
Global Trust Asset Management
Florida
$379K -$6.73K -17 -2%
1WM
1623
1900 Wealth Management
Texas
$378K +$20.2K +51 +6%
RFP
1624
Root Financial Partners
California
$377K +$110K +279 +42%
BPWM
1625
Badgley Phelps Wealth Managers
Washington
$377K -$30.5K -77 -8%
63 64
65
66 67