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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NYLT
1026
New York Life Trust
New York
$56K – – –
CBT
1027
Central Bank & Trust
Kentucky
$52K -$21.9K -254 -30%
DA
1028
Dunvegan Associates
California
$52K – – –
LWA
1029
Lenox Wealth Advisors
New York
$51K – – –
CFSG
1030
Community Financial Services Group
Vermont
$47K +$15.2K +177 +47%
RFA
1031
Reilly Financial Advisors
California
$44K -$436K -5,065 -91%
MWAN
1032
Mariner Wealth Advisors (NYC)
Kansas
$41K +$40.7K +473 New
FNYS
1033
First New York Securities
New York
$38.4K +$38.6K +448 New
GAM
1034
Gemmer Asset Management
California
$35K – – –
GWA
1035
Genesis Wealth Advisors
Massachusetts
$34.1K – – –
SIG
1036
Stanford Investment Group
California
$33K – – –
WCM
1037
Wealthcare Capital Management
Virginia
$33K +$14.9K +173 +81%
FWM
1038
Focused Wealth Management
New York
$32K +$10.1K +117 +45%
CFG
1039
CKW Financial Group
Hawaii
$31K – – –
VNA
1040
Valley National Advisers
Pennsylvania
$28K +$4.74K +55 +20%
SCP
1041
Syntal Capital Partners
Texas
$27K – – –
CG
1042
Colony Group
Massachusetts
$26K -$340K -3,951 -93%
RI
1043
Redwood Investments
Massachusetts
$26K – – –
CCMW
1044
Cypress Capital Management (Wyoming)
Wyoming
$25.7K – – –
P
1045
Palladiem
Pennsylvania
$25K – – –
CTB
1046
Country Trust Bank
Illinois
$24K – – –
OIA
1047
Optimum Investment Advisors
Illinois
$24K +$10.5K +122 +80%
DBT
1048
Dubuque Bank & Trust
Iowa
$22K – – –
ZB
1049
Zions Bancorporation
Utah
$22K +$21.4K +248 New
FAM
1050
Formidable Asset Management
Ohio
$21K – – –
40 41
42
43 44