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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
926
First Horizon Corporation
Tennessee
$797K +$801K +5,719 New
AIM
927
Aspen Investment Management
Michigan
$796K -$36.2K -258 -4%
CP
928
Cumberland Partners
Ontario, Canada
$792K -$547K -3,900 -41%
IIM
929
Ironwood Investment Management
Massachusetts
$789K +$103K +738 +15%
MWNA
930
Marshall Wace North America
New York
$788K -$2.52M -17,960 -76%
BCM
931
Boltwood Capital Management
California
$781K – – –
EP
932
Eudaimonia Partners
Tennessee
$780K +$7.99K +57 +1%
CCA
933
Checchi Capital Advisers
California
$775K -$70.2K -501 -8%
SRC
934
Shufro Rose & Co
New York
$773K +$44.4K +317 +6%
CNC
935
Canandaigua National Corp
New York
$769K -$1.14M -8,163 -60%
OIS
936
Okabena Investment Services
Minnesota
$767K – – –
YWP
937
YorkBridge Wealth Partners
New York
$766K -$1.77M -12,654 -70%
MCWS
938
McKinley Carter Wealth Services
West Virginia
$763K +$167K +1,194 +28%
ACI
939
Alpha Cubed Investments
California
$761K -$24.1K -172 -3%
S
940
Seeyond
France
$757K +$4.2K +30 +0.6%
ADL
941
Asset Dedication LLC
California
$753K +$135K +962 +22%
HFAS
942
Hummer Financial Advisory Services
Illinois
$750K -$28K -200 -4%
CL
943
CPWM LLC
Washington
$749K +$14.9K +106 +2%
WA1
944
Wimmer Associates 1
California
$734K – – –
CAM
945
Congress Asset Management
Massachusetts
$734K +$68.7K +490 +10%
AF
946
Arrow Financial
New York
$733K -$39.2K -280 -5%
BCM
947
BTR Capital Management
California
$733K – – –
WHG
948
Westwood Holdings Group
Texas
$731K -$48.6K -347 -6%
AIA
949
Armor Investment Advisors
North Carolina
$731K – – –
RGC
950
Roberts, Glore & Co
Illinois
$727K +$5.61K +40 +0.8%
36 37
38
39 40