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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
701
Jackson Wealth Management
Florida
$3.29M -$206K -885 -6%
IA
702
IFP Advisors
Florida
$3.27M +$731K +3,137 +29%
CPIM
703
Coalescence Partners Investment Management
New York
$3.26M +$3.26M +13,983 New
HAG
704
HighPoint Advisor Group
Illinois
$3.24M +$3.09M +13,260 New
AC
705
AMS Capital
Brazil
$3.23M +$3.24M +13,888 New
BL
706
Balentine LLC
Georgia
$3.23M +$786K +3,372 +32%
RIA
707
Regal Investment Advisors
Michigan
$3.22M +$1.86K +8 +0.1%
MWP
708
MYCIO Wealth Partners
Pennsylvania
$3.22M +$5.59K +24 +0.2%
PCG
709
PFC Capital Group
California
$3.22M +$3.22M +13,810 New
FA
710
FDx Advisors
Illinois
$3.21M -$942K -4,044 -23%
BSA
711
Bull Street Advisors
Georgia
$3.21M – – –
ST
712
Smithfield Trust
Pennsylvania
$3.18M +$8.62K +37 +0.3%
MYLI
713
Meiji Yasuda Life Insurance
Japan
$3.16M +$41.7K +179 +1%
EF
714
Exeter Financial
Arizona
$3.15M +$88.5K +380 +3%
DWT
715
Dorsey & Whitney Trust
South Dakota
$3.15M +$192K +822 +6%
BFA
716
Bill Few Associates
Pennsylvania
$3.15M -$69.9K -300 -2%
WPP
717
Whalerock Point Partners
Rhode Island
$3.13M -$6.76K -29 -0.2%
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$3.13M +$1.1M +4,700 +54%
CMA
719
Cedar Mountain Advisors
Oregon
$3.1M +$5.13K +22 +0.2%
BCI
720
Brinker Capital Investments
Pennsylvania
$3.07M +$134K +573 +5%
OPS
721
Orion Portfolio Solutions
Nebraska
$3.07M +$134K +573 +5%
FPB
722
First PREMIER Bank
South Dakota
$3.06M +$3.26K +14 +0.1%
EFMC
723
Empire Financial Management Company
New York
$3.05M +$11.6K +50 +0.4%
RCA
724
Resonant Capital Advisors
Wisconsin
$3.04M -$262K -1,124 -8%
NMIMC
725
Northwestern Mutual Investment Management Company
Wisconsin
$3.03M +$3.73K +16 +0.1%
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