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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
926
Foundations Investment Advisors
Arizona
$1.79M +$162K +756 +10%
AC
927
Apella Capital
Connecticut
$1.79M +$37.4K +175 +2%
CBA
928
Coastal Bridge Advisors
Connecticut
$1.79M +$130K +610 +8%
GWCM
929
Godshalk Welsh Capital Management
Pennsylvania
$1.79M – – –
BIAS
930
Beacon Investment Advisory Services
New Jersey
$1.77M +$615K +2,878 +57%
CFSG
931
Community Financial Services Group
Vermont
$1.77M +$29.1K +136 +2%
GCC
932
Guardian Capital (Canada)
Ontario, Canada
$1.77M -$299K -1,400 -15%
WI
933
WBI Investments
New Jersey
$1.77M +$1.69M +7,886 New
PJSIMP
934
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.76M -$9.4K -44 -0.6%
CP
935
Canopy Partners
Ohio
$1.76M +$641 +3 +0%
BDA
936
Borer Denton & Associates
Pennsylvania
$1.76M -$61.3K -287 -4%
MO
937
McMillan Office
Michigan
$1.75M – – –
CWM
938
Connecticut Wealth Management
Connecticut
$1.75M +$26.7K +125 +2%
APIM
939
Agate Pass Investment Management
Washington
$1.75M -$126K -591 -7%
TCOT
940
Trust Company of Toledo
Ohio
$1.74M -$14.3K -67 -0.9%
AP
941
Appleton Partners
Massachusetts
$1.74M -$16.9K -79 -1%
MLA
942
MB, Levis & Associates
Pennsylvania
$1.74M -$20.5K -96 -1%
AA
943
Apriem Advisors
California
$1.74M -$143K -671 -8%
GLA
944
Great Lakes Advisors
Illinois
$1.73M -$38.9K -182 -2%
CFWMA
945
Center for Wealth Management Advisory
Ohio
$1.72M +$159K +742 +11%
SC
946
Stance Capital
Massachusetts
$1.72M -$2.48M -11,608 -60%
VCA
947
Verdence Capital Advisors
Maryland
$1.71M +$905K +4,235 +125%
LWAM
948
Legacy Wealth Asset Management
Minnesota
$1.71M +$42.8K +200 +3%
RIA
949
Regal Investment Advisors
Michigan
$1.68M -$110K -513 -6%
OAM
950
Oak Asset Management
California
$1.68M +$107K +500 +7%
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