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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
976
Condor Capital Management
New Jersey
$1.23M -$38.1K -174 -3%
PT
977
Plimoth Trust
Massachusetts
$1.22M -$130K -595 -9%
SF
978
Summit Financial
New Jersey
$1.22M -$131K -597 -9%
IIM
979
Ironwood Investment Management
Massachusetts
$1.21M +$3.94K +18 +0.3%
CW
980
CreativeOne Wealth
Kansas
$1.21M +$961K +4,387 +317%
WSTAM
981
Wilbanks Smith & Thomas Asset Management
Virginia
$1.21M +$8.11K +37 +0.6%
RG
982
Rathbones Group
United Kingdom
$1.2M – – –
ACM
983
Advisors Capital Management
New Jersey
$1.19M +$50.8K +232 +4%
LOPW
984
Live Oak Private Wealth
North Carolina
$1.19M +$567K +2,586 +84%
LWAC
985
Laurel Wealth Advisors (California)
California
$1.19M -$98.4K -449 -7%
NIMI
986
Natixis Investment Managers International
France
$1.19M -$3.51K -16 -0.3%
SWM
987
Sendero Wealth Management
Texas
$1.19M +$1.24M +5,671 New
JCIA
988
Jackson Creek Investment Advisors
Colorado
$1.19M -$3.29K -15 -0.3%
MC
989
Middleton & Co
Massachusetts
$1.19M -$26.3K -120 -2%
AIM
990
Aspen Investment Management
Michigan
$1.19M – – –
AWM
991
Aries Wealth Management
Maine
$1.18M +$1.23M +5,609 New
JCM
992
Jacobi Capital Management
Pennsylvania
$1.18M +$4.38K +20 +0.4%
SFA
993
Sequoia Financial Advisors
Ohio
$1.18M +$104K +474 +9%
LCM
994
Liberty Capital Management
Michigan
$1.17M – – –
TMAM
995
Tokio Marine Asset Management
Japan
$1.16M +$209K +953 +21%
PPWM
996
Paragon Private Wealth Management
Kentucky
$1.16M +$14K +64 +1%
QI
997
Qtron Investments
Massachusetts
$1.16M +$597K +2,725 +98%
SIA
998
Schechter Investment Advisors
Michigan
$1.16M +$103K +470 +9%
CAC
999
Cowen and Company
New York
$1.15M +$330K +1,508 +38%
FNBOSM
1000
First National Bank of South Miami
Florida
$1.15M – – –
38 39
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