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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Summit Financial Group
West Virginia
$813K – – –
UCMOK
927
United Capital Management of KS
Kansas
$811K +$5.38K +37 +0.8%
PFO
928
Pathstone Family Office
New Jersey
$810K +$608K +4,187 +479%
QT
929
Quantamental Technologies
New York
$808K +$551K +3,790 +299%
MPI
930
Mairs & Power Inc
Minnesota
$807K – – –
TBNY
931
Trustco Bank (New York)
New York
$802K +$729K +5,018 New
MC
932
Moors & Cabot
Massachusetts
$801K -$19.8K -136 -3%
BOC
933
Barbara Oil Co
Illinois
$799K – – –
RCAG
934
Rehmann Capital Advisory Group
Michigan
$796K +$2.47K +17 +0.3%
KPW
935
Kore Private Wealth
New York
$795K +$2.76K +19 +0.4%
CFMC
936
Curbstone Financial Management Corp
New Hampshire
$789K -$40.7K -280 -5%
WA
937
WBH Advisory
Maryland
$788K -$3.49K -24 -0.5%
VFA
938
Valeo Financial Advisors
Indiana
$787K +$74.5K +513 +12%
GIA
939
Granite Investment Advisors
New Hampshire
$784K -$7.26K -50 -1%
AWM
940
AE Wealth Management
Kansas
$782K +$240K +1,652 +51%
WIP
941
Wellesley Investment Partners
Massachusetts
$778K -$42.4K -292 -6%
FNBTCON
942
First National Bank & Trust Co of Newtown
Pennsylvania
$775K -$23.2K -160 -3%
SBIA
943
Sheaff Brock Investment Advisors
Indiana
$772K +$145 +1 +0%
RGC
944
Roberts, Glore & Co
Illinois
$771K – – –
AAIM
945
Asset Advisors Investment Management
Georgia
$767K -$14.5K -100 -2%
BEAM
946
Baker Ellis Asset Management
Washington
$767K – – –
MA
947
Montag & Associates
Georgia
$762K – – –
FBA
948
Front Barnett Associates
Illinois
$756K +$5.08K +35 +0.7%
WA1
949
Wimmer Associates 1
California
$752K -$43.6K -300 -6%
EGA
950
Eagle Global Advisors
Texas
$751K – – –
36 37
38
39 40