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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
901
Mitchell & Pahl Private Wealth
Oklahoma
$2.52M +$113K +382 +5%
AAIS
902
ABN AMRO Investment Solutions
$2.52M +$118K +398 +5%
ACM
903
Alta Capital Management
Utah
$2.51M +$2.54M +8,585 New
AB
904
Atlas Brown
Kentucky
$2.5M +$2.07K +7 +0.1%
ZIC
905
ZWJ Investment Counsel
Georgia
$2.49M +$1.77K +6 +0.1%
LSWM
906
Lorne Steinberg Wealth Management
Canada
$2.48M +$32.2K +109 +1%
CT
907
Caldwell Trust
Florida
$2.47M -$115K -388 -4%
BDA
908
Borer Denton & Associates
Pennsylvania
$2.46M – – –
CP
909
Canopy Partners
Ohio
$2.45M +$387K +1,308 +18%
BPWM
910
Badgley Phelps Wealth Managers
Washington
$2.45M – – –
CAMV
911
Concord Asset Management (Virginia)
Virginia
$2.45M +$176K +597 +8%
GI
912
GAMMA Investing
California
$2.44M +$275K +929 +13%
FCP
913
Fidelis Capital Partners
Florida
$2.43M +$21K +71 +0.9%
TYCC
914
Texas Yale Capital Corp
Florida
$2.43M – – –
SLI
915
Sumitomo Life Insurance
Japan
$2.43M -$51.7K -175 -2%
TCOT
916
Trust Company of Toledo
Ohio
$2.4M – – –
NW
917
NewEdge Wealth
Pennsylvania
$2.4M -$504K -1,706 -17%
IA
918
IFG Advisory
Georgia
$2.38M -$106K -358 -4%
EHWM
919
Eads & Heald Wealth Management
Georgia
$2.37M -$81.9K -277 -3%
TFS
920
Thoroughbred Financial Services
Tennessee
$2.37M -$79.2K -268 -3%
MWM
921
Mission Wealth Management
California
$2.37M -$48.2K -163 -2%
EHC
922
Everett Harris & Co
California
$2.36M -$83.3K -282 -3%
AAM
923
Aureus Asset Management
Massachusetts
$2.36M -$9.16K -31 -0.4%
AA
924
Ancora Advisors
Ohio
$2.36M -$23.6K -80 -1%
DFG
925
Delta Financial Group
New Jersey
$2.35M +$296 +1 +0%
35 36
37
38 39