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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
926
Paragon Private Wealth Management
Kentucky
$2.53M -$322K -1,067 -11%
BHA
927
Beech Hill Advisors
New York
$2.52M -$302K -1,000 -11%
CP
928
CenterBook Partners
Connecticut
$2.52M +$466K +1,544 +23%
MAM
929
Milestone Asset Management
Pennsylvania
$2.51M +$2.47M +8,199 New
SLI
930
Sumitomo Life Insurance
Japan
$2.49M -$37.7K -125 -2%
TCOT
931
Trust Company of Toledo
Ohio
$2.49M -$7.54K -25 -0.3%
GWCM
932
Godshalk Welsh Capital Management
Pennsylvania
$2.49M +$132K +436 +6%
AP
933
Appleton Partners
Massachusetts
$2.49M +$491K +1,629 +25%
CWM
934
Connecticut Wealth Management
Connecticut
$2.48M +$124K +410 +5%
AC
935
Arjuna Capital
North Carolina
$2.48M +$912K +3,025 +59%
EHC
936
Everett Harris & Co
California
$2.46M – – –
GIC
937
Generali Investments CEE
Czech Republic
$2.44M +$2.41M +8,000 New
PIMJS
938
PKO Investment Management Joint-Stock
Poland
$2.44M +$2.41M +8,000 New
MMPW
939
Mitchell McLeod Pugh & Williams
Alabama
$2.44M – – –
AAM
940
Aureus Asset Management
Massachusetts
$2.43M -$33.8K -112 -1%
BDA
941
Borer Denton & Associates
Pennsylvania
$2.42M -$151K -500 -6%
EHWM
942
Eads & Heald Wealth Management
Georgia
$2.41M -$67K -222 -3%
TFS
943
Thoroughbred Financial Services
Tennessee
$2.41M -$66.7K -221 -3%
DFG
944
Delta Financial Group
New Jersey
$2.41M +$6.33K +21 +0.3%
CNBT
945
Canandaigua National Bank & Trust
New York
$2.41M -$16K -53 -0.7%
ICP
946
Impact Capital Partners
Colorado
$2.4M +$86.3K +286 +4%
RWM
947
RKL Wealth Management
Pennsylvania
$2.39M -$49.8K -165 -2%
VFA
948
Valeo Financial Advisors
Indiana
$2.39M +$27.8K +92 +1%
MAM
949
Morse Asset Management
Connecticut
$2.39M +$4.83K +16 +0.2%
TCM
950
Twin Capital Management
Pennsylvania
$2.39M +$779K +2,583 +49%
36 37
38
39 40