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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
776
Mission Creek Capital Partners
California
$2.62M -$68.7K -295 -3%
EWM
777
Empirical Wealth Management
Washington
$2.6M +$284K +1,219 +12%
BDL
778
Bey-Douglas LLC
Georgia
$2.58M +$2.58M +11,077 New
APIM
779
Agate Pass Investment Management
Washington
$2.58M +$57.8K +248 +2%
SF
780
Summit Financial
New Jersey
$2.58M +$113K +483 +5%
PAS
781
Park Avenue Securities
New York
$2.58M -$183K -786 -7%
MCWS
782
McKinley Carter Wealth Services
West Virginia
$2.57M +$25.2K +108 +1%
TF
783
Tompkins Financial
New York
$2.57M +$135K +580 +6%
NW
784
NewEdge Wealth
Pennsylvania
$2.55M +$247K +1,059 +11%
RWM
785
Rockline Wealth Management
New York
$2.55M +$2.55M +10,930 New
LA
786
Legacy Advisors
Pennsylvania
$2.54M -$207K -888 -8%
GWM
787
Geneos Wealth Management
Colorado
$2.51M -$294K -1,264 -10%
SCP
788
Stamos Capital Partners
California
$2.5M +$2.5M +10,750 New
PWP
789
Principle Wealth Partners
Connecticut
$2.5M – – –
HFBOT
790
Home Federal Bank of Tennessee
Tennessee
$2.5M – – –
KFI
791
Key Financial Inc
Pennsylvania
$2.5M – – –
LNC
792
Lincoln National Corp
Pennsylvania
$2.49M +$209K +895 +9%
CK
793
Cohen Klingenstein
New York
$2.49M – – –
KNW
794
Kesler Norman & Wride
Utah
$2.48M +$381K +1,637 +18%
ADMI
795
Albert D. Mason Inc
Massachusetts
$2.47M -$7.46K -32 -0.3%
DAS
796
Dynamic Advisor Solutions
Arizona
$2.47M +$86.7K +372 +4%
SNBOSD
797
Security National Bank of So Dak
Iowa
$2.47M +$75.3K +323 +3%
APP
798
Avantax Planning Partners
Iowa
$2.45M -$63.6K -273 -3%
ET
799
Equitable Trust
Tennessee
$2.44M -$124K -533 -5%
BIC
800
Beach Investment Counsel
Pennsylvania
$2.44M -$1.35M -5,807 -36%
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