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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
976
Wealthspire Advisors (New York)
New York
$1.66M -$173K -709 -10%
FFA
977
Fragasso Financial Advisors
Pennsylvania
$1.66M -$56.2K -230 -3%
TFS
978
Thoroughbred Financial Services
Tennessee
$1.65M -$585K -2,396 -27%
IMCOOI
979
Investment Management Corp of Ontario (IMCO)
Canada
$1.65M -$733K -3,000 -31%
PCA
980
Prosperity Capital Advisors
Ohio
$1.65M +$687K +2,813 +74%
GSCM
981
Greenfield Seitz Capital Management
Texas
$1.65M – – –
GD
982
Grandfield & Dodd
New York
$1.65M – – –
TW
983
TritonPoint Wealth
Maryland
$1.64M -$70.1K -287 -4%
ECM
984
Evergreen Capital Management
Washington
$1.63M -$107K -436 -6%
USB
985
Union Savings Bank
Connecticut
$1.63M -$35.2K -144 -2%
GC
986
Gratus Capital
Georgia
$1.63M +$308K +1,261 +24%
AC
987
AXQ Capital
New Jersey
$1.62M +$171K +700 +12%
OMC
988
Overbrook Management Corp
New York
$1.61M -$23.2K -95 -1%
FM
989
Foster & Motley
Ohio
$1.61M -$24.4K -100 -2%
CCM
990
Coldstream Capital Management
Washington
$1.61M -$21K -86 -1%
WEG
991
World Equity Group
Illinois
$1.61M -$195K -800 -11%
CWM
992
Connecticut Wealth Management
Connecticut
$1.6M +$1.96K +8 +0.1%
CW
993
Connectus Wealth
Ohio
$1.6M +$91.4K +374 +6%
HIC
994
Harvey Investment Company
Kentucky
$1.59M -$24.4K -100 -2%
VAS
995
Vestmark Advisory Solutions
Massachusetts
$1.59M -$19.5K -80 -1%
NWM
996
Northcape Wealth Management
New York
$1.58M +$8.8K +36 +0.6%
PM
997
Penbrook Management
New York
$1.57M – – –
TW
998
TrinityPoint Wealth
Connecticut
$1.57M -$1.71K -7 -0.1%
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$40.8K -167 -3%
WG
1000
Wealth Group
North Carolina
$1.57M +$1.53M +6,269 New
38 39
40
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