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Applied Industrial Technologies
AIT

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
501
NBC Securities
Alabama
$31.8K – – –
KFI
502
Key Financial Inc
Pennsylvania
$30.5K – – –
VIS
503
Vega Investment Solutions
France
$29.7K – – –
C
504
Covestor
United Kingdom
$29K -$1.09K -4 -4%
TCM
505
TD Capital Management
Tennessee
$27.2K – – –
OWA
506
Opal Wealth Advisors
New York
$25.5K +$26.1K +96 New
NFSG
507
Newbridge Financial Services Group
Florida
$23.9K – – –
IAAG
508
Innovative Asset Advisors Group
Connecticut
$23.9K +$24.5K +90 New
MCP
509
Miller Capital Partners
Michigan
$22K – – –
S
510
SignatureFD
Georgia
$21.5K +$11.2K +41 +103%
TWD
511
True Wealth Design
Ohio
$21.2K +$20.4K +75 +1,500%
KG
512
Kilter Group
New York
$17.8K +$17.1K +63 +1,575%
BWA
513
Basecamp Wealth Advisors
Washington
$17K +$8.17K +30 +88%
BIA
514
Bell Investment Advisors
California
$16.7K – – –
SIC
515
SJS Investment Consulting
Ohio
$15.1K +$10.1K +37 +185%
QC
516
Quent Capital
New York
$15.1K +$2.45K +9 +19%
SIM
517
Synergy Investment Management
Florida
$12.1K +$12.2K +45 New
TFA
518
Transamerica Financial Advisors
Florida
$11.2K – – –
AWM
519
Activest Wealth Management
Florida
$10.9K +$3.27K +12 +41%
DB
520
Danske Bank
Denmark
$10.6K -$70.8K -260 -87%
JWA
521
JFS Wealth Advisors
Pennsylvania
$10.6K +$272 +1 +3%
TPWA
522
Twin Peaks Wealth Advisors
California
$10.1K +$10.3K +38 New
PWMG
523
Private Wealth Management Group
New Jersey
$9.55K – – –
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$8.76K – – –
CFO
525
CVA Family Office
Colorado
$7.69K +$7.89K +29 New
19 20
21
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