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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
726
Fairfield, Bush & Co
Connecticut
$626K -$14.9K -186 -2%
LW
727
Linscomb Wealth
Texas
$616K +$160 +2 +0%
MFS
728
MSI Financial Services
Massachusetts
$614K +$23.5K +293 +4%
FLPIM
729
F.L. Putnam Investment Management
Massachusetts
$606K -$876K -10,940 -59%
VFA
730
Voya Financial Advisors
Connecticut
$606K -$271K -3,379 -31%
IH
731
IFC Holdings
Florida
$606K +$3.92K +49 +0.7%
CWM
732
Concert Wealth Management
California
$603K -$12.7K -158 -2%
PTC
733
Private Trust Company
Ohio
$602K -$2K -25 -0.3%
EB
734
Eastern Bank
Massachusetts
$598K – – –
NIMI
735
Natixis Investment Managers International
France
$597K -$129K -1,610 -18%
ACP
736
Aviance Capital Partners
Florida
$595K – – –
WIC
737
Woodmont Investment Counsel
Tennessee
$590K -$141K -1,755 -19%
EIM
738
Emerson Investment Management
Massachusetts
$586K +$40K +500 +7%
RBC
739
Ronald Blue & Co
Georgia
$579K -$112K -1,396 -16%
PSC
740
Prentiss Smith & Co
Vermont
$579K – – –
BFC
741
Blue Fin Capital
Rhode Island
$575K – – –
OA
742
Oxbow Advisors
Texas
$574K – – –
KP
743
Keel Point
Alabama
$568K – – –
SG
744
Swarthmore Group
Pennsylvania
$567K – – –
WA
745
WBH Advisory
Maryland
$566K -$81.4K -1,016 -13%
RT
746
Rockland Trust
Massachusetts
$562K +$48.4K +605 +9%
HAG
747
HighPoint Advisor Group
Illinois
$560K +$558K +6,965 New
PMG
748
ProVise Management Group
Florida
$559K – – –
GCM
749
Glynn Capital Management
California
$555K – – –
BP
750
Ballentine Partners
Massachusetts
$553K -$2.24K -28 -0.4%
28 29
30
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