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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
926
Zeke Capital Advisors
Pennsylvania
$986K -$358K -2,160 -27%
BCM
927
Boltwood Capital Management
California
$985K -$4.14K -25 -0.4%
AIM
928
Aspen Investment Management
Michigan
$974K -$45.5K -275 -5%
PSC
929
Prentiss Smith & Co
Vermont
$971K – – –
IP
930
Intellectus Partners
California
$966K +$357K +2,156 +62%
AHC
931
Adell Harriman & Carpenter
Texas
$956K -$8.28K -50 -0.9%
AP
932
Atwood & Palmer
Missouri
$955K -$248K -1,500 -21%
IAA
933
Independent Advisor Alliance
North Carolina
$952K -$20.4K -123 -2%
GLR
934
Great Lakes Retirement
Ohio
$950K +$927K +5,600 New
WHG
935
Westwood Holdings Group
Texas
$949K +$3.64K +22 +0.4%
UCMOK
936
United Capital Management of KS
Kansas
$948K +$35.6K +215 +4%
ANBT
937
American National Bank & Trust
Texas
$944K +$28.1K +170 +3%
B
938
Bailard
California
$943K – – –
PFSC
939
Peoples Financial Services Corp
Pennsylvania
$941K -$21.5K -130 -2%
OCG
940
Opus Capital Group
Ohio
$934K +$358K +2,163 +65%
PWMG
941
Prestige Wealth Management Group
New Jersey
$933K -$3.15K -19 -0.3%
MAFM
942
Mid Atlantic Financial Management
Pennsylvania
$932K +$1.49K +9 +0.2%
LC
943
LCNB Corp
Ohio
$931K -$19K -115 -2%
BCM
944
Breiter Capital Management
Florida
$929K -$2.81K -17 -0.3%
WA
945
WBH Advisory
Maryland
$928K -$9.77K -59 -1%
MWM
946
Minot Wealth Management
Massachusetts
$925K +$859K +5,187 New
HFAS
947
Hummer Financial Advisory Services
Illinois
$925K +$894K +5,400 New
APP
948
Avantax Planning Partners
Iowa
$922K -$7.29K -44 -0.8%
WI
949
WrapManager Inc
California
$922K +$77.5K +468 +9%
LFS
950
Legacy Financial Strategies
Kansas
$921K +$111K +670 +14%
36 37
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