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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$3.29M -$18.1K -84 -0.6%
CWP
652
Cyndeo Wealth Partners
Florida
$3.26M +$1.26M +5,845 +65%
KRSITF
653
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.26M +$18.5K +86 +0.6%
JAG
654
Journey Advisory Group
Kentucky
$3.26M +$391K +1,814 +14%
CIC
655
Chilton Investment Company
Connecticut
$3.24M +$292K +1,356 +10%
BFIM
656
Beese Fulmer Investment Management
Ohio
$3.2M -$55.4K -257 -2%
KCFA
657
Key Client Fiduciary Advisors
New Jersey
$3.17M +$8.19K +38 +0.3%
WTA
658
Washington Trust Advisors
Massachusetts
$3.16M – – –
CM
659
Crestline Management
Texas
$3.14M +$3.08M +14,299 New
AIM
660
Anchor Investment Management
South Carolina
$3.13M -$7.98K -37 -0.3%
RCA
661
Resonant Capital Advisors
Wisconsin
$3.13M -$82.1K -381 -3%
FA
662
FDx Advisors
Illinois
$3.11M -$2.32M -10,753 -43%
AG
663
Ascent Group
Virginia
$3.1M +$361K +1,675 +16%
JWCA
664
J.W. Coons Advisors
Ohio
$3.09M -$725K -3,364 -19%
AM
665
AGF Management
Ontario, Canada
$3.08M -$3.52M -16,335 -54%
FG
666
Fiduciary Group
Georgia
$3.06M +$532K +2,469 +22%
OIS
667
Okabena Investment Services
Minnesota
$3.06M +$3M +13,908 New
BHA
668
Beech Hill Advisors
New York
$3.05M -$69K -320 -2%
ST
669
Smithfield Trust
Pennsylvania
$3.04M -$32.8K -152 -1%
MWP
670
MYCIO Wealth Partners
Pennsylvania
$3.04M – – –
BSA
671
Bull Street Advisors
Georgia
$3.02M -$7.55K -35 -0.3%
WSFS
672
Wilmington Savings Fund Society
Delaware
$3.02M -$26.1K -121 -0.9%
EF
673
Exeter Financial
Arizona
$3.02M +$3.45K +16 +0.1%
GW
674
GW & Wade
Massachusetts
$3.01M +$532K +2,468 +22%
BIC
675
Beach Investment Counsel
Pennsylvania
$3M – – –
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