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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
651
Everence Capital Management
Indiana
$3.19M -$69.9K -310 -2%
IWP
652
Icon Wealth Partners
Texas
$3.19M +$3.23M +14,331 New
AIM
653
Anchor Investment Management
South Carolina
$3.18M +$17.8K +79 +0.6%
OAJ
654
Ogorek Anthony Joseph
New York
$3.18M -$340K -1,506 -10%
RC
655
Roundview Capital
New Jersey
$3.17M -$122K -539 -4%
BHA
656
Beech Hill Advisors
New York
$3.16M +$3.21M +14,208 New
FTDI
657
First Trust Direct Indexing
Massachusetts
$3.15M +$235K +1,043 +8%
AFM
658
Andesa Financial Management
Pennsylvania
$3.14M +$1.71M +7,594 +80%
ESCM
659
Echo Street Capital Management
New York
$3.13M +$2.2M +9,768 +228%
KC
660
Kenfarb & Co
Kentucky
$3.13M -$126K -560 -4%
FPB
661
First PREMIER Bank
South Dakota
$3.12M – – –
ST
662
Smithfield Trust
Pennsylvania
$3.12M -$108K -479 -3%
VAS
663
Vestmark Advisory Solutions
Massachusetts
$3.11M +$161K +713 +5%
WSFS
664
Wilmington Savings Fund Society
Delaware
$3.09M -$91.6K -406 -3%
AIM
665
Artemis Investment Management
United Kingdom
$3.08M -$3.16M -14,024 -50%
CB
666
Community Bank
New York
$3.08M -$20.3K -90 -0.6%
CIM
667
CCLA Investment Management
United Kingdom
$3.08M – – –
MWP
668
MYCIO Wealth Partners
Pennsylvania
$3.08M – – –
GSC
669
G&S Capital
Colorado
$3.07M -$817K -3,621 -21%
BSA
670
Bull Street Advisors
Georgia
$3.07M +$5.41K +24 +0.2%
SWS
671
SYSTM Wealth Solutions
Illinois
$3.06M -$901K -3,995 -23%
BIC
672
Beach Investment Counsel
Pennsylvania
$3.04M -$20.3K -90 -0.7%
RIA
673
Regal Investment Advisors
Michigan
$3.03M +$45.3K +201 +1%
MPIA
674
Mountain Pacific Investment Advisers
Idaho
$3.03M -$245K -1,088 -7%
ANTB
675
AMG National Trust Bank
Colorado
$3.02M +$420K +1,861 +16%
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