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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
976
Lawrence B. Cohen
$310K – – –
SPC
977
Sigma Planning Corp
Michigan
$309K +$18.9K +203 +7%
AMCA
978
Arthur M. Cohen & Associates
Illinois
$309K +$281K +3,010 New
UR
979
USCA RIA
Texas
$309K +$281K +3,010 New
SWM
980
SVA Wealth Management
Wisconsin
$308K -$45.3K -486 -14%
QCG
981
Quadrant Capital Group
Ohio
$308K -$933 -10 -0.3%
CM
982
Castleark Management
Illinois
$308K – – –
FMLI
983
Fukoku Mutual Life Insurance
Japan
$308K – – –
PP
984
PagnatoKarp Partners
Virginia
$307K +$277K +2,971 New
SBWM
985
Sunflower Bank Wealth Management
Arizona
$306K – – –
GAG
986
GM Advisory Group
New York
$306K +$278K +2,976 New
SBH
987
Segall Bryant & Hamill
Illinois
$305K -$29.9K -320 -10%
APP
988
Avantax Planning Partners
Iowa
$303K +$275K +2,948 New
VKH
989
Virtu KCG Holdings
New York
$302K -$834K -8,937 -75%
LDB
990
Lee, Danner & Bass
Tennessee
$302K -$217K -2,330 -44%
AIA
991
Allegis Investment Advisors
Idaho
$301K +$274K +2,933 New
CIA
992
Capital Investment Advisors
Georgia
$299K -$196K -2,100 -42%
HCM
993
Highlander Capital Management
New Jersey
$298K – – –
TAM
994
Taurus Asset Management
New York
$298K – – –
WI
995
Wintrust Investments
Illinois
$296K – – –
CFMC
996
Curbstone Financial Management Corp
New Hampshire
$295K -$268K -2,874 -50%
RAM
997
Roanoke Asset Management
New Jersey
$295K -$88.6K -950 -25%
OC
998
Oakworth Capital
Alabama
$294K +$16.3K +175 +6%
CS
999
Comerica Securities
Michigan
$294K +$267K +2,864 New
OFW
1000
Omnia Family Wealth
Florida
$292K +$264K +2,827 New
38 39
40
41 42