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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ODCM
951
Old Dominion Capital Management
Virginia
$699K -$4.03K -25 -0.5%
MC
952
Middleton & Co
Massachusetts
$697K -$11.3K -70 -1%
TC
953
Toews Corporation
New Jersey
$697K +$822K +5,100 New
TI
954
tru Independence
Oregon
$696K – – –
WA1
955
Wimmer Associates 1
California
$696K +$108K +670 +15%
BCM
956
Breiter Capital Management
Florida
$694K -$59.8K -371 -7%
VFA
957
Valeo Financial Advisors
Indiana
$694K -$27.2K -169 -3%
BFC
958
Bedel Financial Consulting
Indiana
$692K +$7.41K +46 +0.9%
ICM
959
IMS Capital Management
Oregon
$691K +$38.8K +241 +5%
IAS
960
Investment Advisory Services
Texas
$685K – – –
AIL
961
AGF Investments LLC
Ontario, Canada
$684K -$13.7K -85 -2%
EWA
962
EP Wealth Advisors
California
$683K -$134K -830 -14%
BOC
963
Barbara Oil Co
Illinois
$683K – – –
WHG
964
Westwood Holdings Group
Texas
$682K -$93.9K -583 -10%
OCG
965
Opus Capital Group
Ohio
$681K -$79.9K -496 -9%
S
966
SimplyRich
California
$681K -$35.4K -220 -4%
NDSI
967
Newman Dignan & Sheerar Inc
Rhode Island
$681K – – –
GRP
968
Global Retirement Partners
California
$676K -$279K -1,733 -26%
MCCP
969
Mission Creek Capital Partners
California
$675K -$7.73K -48 -1%
AWM
970
Aries Wealth Management
Maine
$672K – – –
WBC
971
West Branch Capital
Massachusetts
$670K -$45K -279 -5%
CAM
972
Congress Asset Management
Massachusetts
$666K -$64.6K -401 -8%
MAFM
973
Mid Atlantic Financial Management
Pennsylvania
$665K -$96.7K -600 -11%
FNBTCON
974
First National Bank & Trust Co of Newtown
Pennsylvania
$663K – – –
SBIA
975
Sheaff Brock Investment Advisors
Indiana
$663K +$645 +4 +0.1%
37 38
39
40 41