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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
876
HeadInvest LLC
Maine
$1.2M – – –
LFS
877
Legacy Financial Strategies
Kansas
$1.2M +$18.1K +110 +2%
NSAM
878
North Star Asset Management
Wisconsin
$1.2M +$70.6K +430 +7%
HB
879
Homrich & Berg
Georgia
$1.2M +$2.96K +18 +0.3%
RC
880
Reik & Co
New York
$1.19M – – –
CCC
881
Crescent Capital Consulting
Louisiana
$1.19M +$1.11M +6,770 New
OAM
882
Optimal Asset Management
California
$1.18M – – –
APW
883
Aurora Private Wealth
New Jersey
$1.18M +$579K +3,524 +111%
TI
884
Trexquant Investment
Connecticut
$1.18M -$2.16M -13,177 -66%
WA
885
WealthTrust Axiom
Pennsylvania
$1.18M -$118K -720 -10%
MFW
886
Meristem Family Wealth
Minnesota
$1.18M +$547K +3,330 +100%
GD
887
Grandfield & Dodd
New York
$1.17M – – –
MSRPS
888
Maryland State Retirement & Pension System
Maryland
$1.17M +$1.14M +6,968 New
DWT
889
Dorsey & Whitney Trust
South Dakota
$1.17M +$80.8K +492 +7%
OA
890
Oxbow Advisors
Texas
$1.16M -$524K -3,188 -33%
SWA
891
Stratos Wealth Advisors
Ohio
$1.16M +$399K +2,430 +58%
TF
892
Tompkins Financial
New York
$1.16M -$75.2K -458 -7%
MCM
893
Maple Capital Management
Vermont
$1.16M +$16.4K +100 +2%
SAM
894
Synergy Asset Management
Washington
$1.15M +$1.07M +6,525 New
WANY
895
Wealthspire Advisors (New York)
New York
$1.15M +$33.7K +205 +3%
AWA
896
Aaron Wealth Advisors
Illinois
$1.15M +$1.07M +6,513 New
AAS
897
Avantax Advisory Services
Texas
$1.15M -$1.38M -8,424 -56%
SC
898
Savant Capital
Illinois
$1.14M +$101K +618 +11%
BRWA
899
B. Riley Wealth Advisors
Florida
$1.13M -$472K -2,873 -31%
PWMG
900
Prestige Wealth Management Group
New Jersey
$1.13M +$13.5K +82 +1%
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