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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
726
Linscomb Wealth
Texas
$616K +$160 +2 +0%
MFS
727
MSI Financial Services
Massachusetts
$614K +$23.5K +293 +4%
FLPIM
728
F.L. Putnam Investment Management
Massachusetts
$606K -$876K -10,940 -59%
VFA
729
Voya Financial Advisors
Connecticut
$606K -$271K -3,379 -31%
IH
730
IFC Holdings
Florida
$606K +$3.92K +49 +0.7%
CWM
731
Concert Wealth Management
California
$603K -$12.7K -158 -2%
PTC
732
Private Trust Company
Ohio
$602K -$2K -25 -0.3%
EB
733
Eastern Bank
Massachusetts
$598K – – –
NIMI
734
Natixis Investment Managers International
France
$597K -$129K -1,610 -18%
ACP
735
Aviance Capital Partners
Florida
$595K – – –
WIC
736
Woodmont Investment Counsel
Tennessee
$590K -$141K -1,755 -19%
EIM
737
Emerson Investment Management
Massachusetts
$586K +$40K +500 +7%
RBC
738
Ronald Blue & Co
Georgia
$579K -$112K -1,396 -16%
PSC
739
Prentiss Smith & Co
Vermont
$579K – – –
BFC
740
Blue Fin Capital
Rhode Island
$575K – – –
OA
741
Oxbow Advisors
Texas
$574K – – –
KP
742
Keel Point
Alabama
$568K – – –
SG
743
Swarthmore Group
Pennsylvania
$567K – – –
WA
744
WBH Advisory
Maryland
$566K -$81.4K -1,016 -13%
RT
745
Rockland Trust
Massachusetts
$562K +$48.4K +605 +9%
HAG
746
HighPoint Advisor Group
Illinois
$560K +$558K +6,965 New
PMG
747
ProVise Management Group
Florida
$559K – – –
GCM
748
Glynn Capital Management
California
$555K – – –
BP
749
Ballentine Partners
Massachusetts
$553K -$2.24K -28 -0.4%
FA
750
FDx Advisors
Illinois
$553K -$51.7K -645 -9%
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