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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
926
Kore Private Wealth
New York
$760K +$33.8K +210 +4%
ER
927
Enlightenment Research
Florida
$758K +$790K +4,900 New
B
928
Bailard
California
$753K -$4.03K -25 -0.5%
TNB
929
Thomasville National Bank
Georgia
$748K -$4.67K -29 -0.6%
CL
930
CPWM LLC
Washington
$745K +$35.3K +219 +4%
LC
931
LCNB Corp
Ohio
$743K -$4.03K -25 -0.5%
OIS
932
Okabena Investment Services
Minnesota
$742K -$134K -830 -13%
HFAS
933
Hummer Financial Advisory Services
Illinois
$742K – – –
IAA
934
Independent Advisor Alliance
North Carolina
$737K -$30.8K -191 -3%
WI
935
WrapManager Inc
California
$737K -$2.1K -13 -0.2%
EH
936
Employers Holdings
Nevada
$733K +$57.2K +355 +7%
PCS
937
Personal CFO Solutions
New Jersey
$731K -$1.29K -8 -0.1%
JCM
938
Jacobi Capital Management
Pennsylvania
$728K -$105K -650 -11%
MA
939
Mutual Advisors
Nebraska
$728K +$11.4K +71 +1%
RGC
940
Roberts, Glore & Co
Illinois
$723K -$3.71K -23 -0.4%
S
941
SignatureFD
Georgia
$721K +$141K +877 +20%
GLR
942
Great Lakes Retirement
Ohio
$719K -$54.9K -341 -6%
AIA
943
Armor Investment Advisors
North Carolina
$717K – – –
SRC
944
Shufro Rose & Co
New York
$715K – – –
ACM
945
Argent Capital Management
Missouri
$708K – – –
MPI
946
Mairs & Power Inc
Minnesota
$707K – – –
MIC
947
Meridian Investment Counsel
California
$704K -$32.2K -200 -4%
BCM
948
BTR Capital Management
California
$704K – – –
ECG
949
Edge Capital Group
Georgia
$704K +$84.4K +524 +11%
LIM
950
Loudon Investment Management
New Hampshire
$701K +$489K +3,035 +145%
36 37
38
39 40