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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Capital Investment Advisors
Georgia
$848K -$25.4K -177 -3%
IAA
927
Independent Advisor Alliance
North Carolina
$846K +$41.1K +287 +5%
ACI
928
Alpha Cubed Investments
California
$838K +$5.73K +40 +0.7%
B
929
Bailard
California
$836K +$15.8K +110 +2%
BCM
930
Boltwood Capital Management
California
$834K -$14.3K -100 -2%
BFC
931
Blue Fin Capital
Rhode Island
$832K -$18.8K -131 -2%
WHG
932
Westwood Holdings Group
Texas
$832K +$86.2K +602 +12%
HFAS
933
Hummer Financial Advisory Services
Illinois
$831K +$21.5K +150 +3%
EP
934
Eudaimonia Partners
Tennessee
$824K -$17.5K -122 -2%
AF
935
Arrow Financial
New York
$823K -$20.8K -145 -3%
LCM
936
Liberty Capital Management
Michigan
$822K -$45.8K -320 -5%
OIS
937
Okabena Investment Services
Minnesota
$819K +$9.74K +68 +1%
EMB
938
Elefante Mark B
$815K +$90.7K +633 +13%
MA
939
Mutual Advisors
Nebraska
$806K +$12.5K +87 +2%
S
940
Seeyond
France
$804K -$34.5K -241 -4%
AHC
941
Adell Harriman & Carpenter
Texas
$790K -$43K -300 -5%
FFS
942
Founders Financial Securities
Maryland
$787K +$137K +955 +22%
CL
943
CPWM LLC
Washington
$784K -$26.4K -184 -3%
BCM
944
BTR Capital Management
California
$782K +$14.3K +100 +2%
AIA
945
Armor Investment Advisors
North Carolina
$781K – – –
ATC
946
Adirondack Trust Company
New York
$780K -$15K -105 -2%
JCM
947
Jacobi Capital Management
Pennsylvania
$780K +$2.58K +18 +0.3%
ICM
948
IMS Capital Management
Oregon
$779K +$25.1K +175 +3%
SRC
949
Shufro Rose & Co
New York
$778K – – –
VWM
950
Venturi Wealth Management
Texas
$778K +$238K +1,659 +47%
36 37
38
39 40