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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Patten & Patten
Tennessee
$1.55M -$2.6K -15 -0.2%
AP
827
Appleton Partners
Massachusetts
$1.55M -$55K -317 -4%
IWS
828
Insight Wealth Strategies
California
$1.55M +$911K +5,249 +176%
AAM
829
Auxier Asset Management
Oregon
$1.54M -$4.34K -25 -0.3%
ZIC
830
ZWJ Investment Counsel
Georgia
$1.53M -$169K -975 -11%
WANY
831
Wealthspire Advisors (New York)
New York
$1.53M +$280K +1,611 +25%
KPWS
832
Kestra Private Wealth Services
Texas
$1.53M +$61.4K +354 +5%
BEI
833
Benjamin Edwards Inc
Missouri
$1.52M +$19.8K +114 +1%
SWMG
834
Signature Wealth Management Group
Georgia
$1.52M +$92K +530 +7%
CBTWT
835
Community Bank & Trust (Waco, Texas)
Texas
$1.51M -$3.47K -20 -0.2%
HAIM
836
Hunter Associates Investment Management
Pennsylvania
$1.51M – – –
GA
837
Gateway Advisory
New Jersey
$1.47M – – –
MFGM
838
Marshall Financial Group (Maryland)
Maryland
$1.47M +$74.1K +427 +6%
TCOT
839
Trust Company of Toledo
Ohio
$1.47M -$174 -1 -0%
FIM
840
Freedom Investment Management
Connecticut
$1.45M +$306K +1,764 +30%
CIC
841
Crawford Investment Counsel
Georgia
$1.45M -$7.81K -45 -0.6%
OMC
842
Overbrook Management Corp
New York
$1.45M -$13.9K -80 -1%
PM
843
Penbrook Management
New York
$1.44M – – –
PAM
844
Pegasus Asset Management
New York
$1.44M +$34.9K +201 +3%
CA
845
Cambridge Advisors
Nebraska
$1.43M -$156K -900 -11%
SP
846
Symmetry Partners
Connecticut
$1.43M -$33.5K -193 -2%
MCM
847
MAI Capital Management
Ohio
$1.42M +$521 +3 +0%
BHTS
848
Bar Harbor Trust Services
Maine
$1.41M – – –
QI
849
QS Investors
New York
$1.41M -$122K -705 -9%
FG
850
Fiduciary Group
Georgia
$1.38M -$10.1K -58 -0.8%
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