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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Modera Wealth Management
New Jersey
$898K +$8.94K +46 +1%
SMC
1027
Smith, Moore & Co
Missouri
$897K -$24.3K -125 -3%
CFMC
1028
Curbstone Financial Management Corp
New Hampshire
$893K -$30.3K -156 -3%
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$889K -$5.63K -29 -0.6%
EIP
1030
Ellis Investment Partners
Pennsylvania
$889K +$194 +1 +0%
SFA
1031
Sequoia Financial Advisors
Ohio
$888K +$85.1K +438 +11%
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$885K +$194 +1 +0%
WPA
1033
West Paces Advisors
Georgia
$885K -$62.6K -322 -7%
CAM
1034
Cozad Asset Management
Illinois
$883K -$37.9K -195 -4%
BFA
1035
Beaumont Financial Advisors
Massachusetts
$880K – – –
EWA
1036
EP Wealth Advisors
California
$879K -$55.8K -287 -6%
WBC
1037
West Branch Capital
Massachusetts
$879K +$2.72K +14 +0.3%
QI
1038
Qtron Investments
Massachusetts
$879K +$400K +2,056 +87%
YWP
1039
YorkBridge Wealth Partners
New York
$878K – – –
MSA
1040
Marino Stram & Associates
Massachusetts
$878K +$859K +4,419 New
VCA
1041
Verdence Capital Advisors
Maryland
$875K +$15.5K +80 +2%
TNB
1042
Thomasville National Bank
Georgia
$871K -$52.7K -271 -6%
CBN
1043
Cadence Bank NA
Texas
$871K -$1.17K -6 -0.1%
PAS
1044
Park Avenue Securities
New York
$871K +$39.8K +205 +5%
LWAM
1045
Legacy Wealth Asset Management
Minnesota
$870K +$12.8K +66 +2%
SB
1046
Sunflower Bank
Texas
$864K +$13.6K +70 +2%
TBNY
1047
Trustco Bank (New York)
New York
$861K -$19.4K -100 -2%
FFN
1048
Focus Financial Network
Minnesota
$859K +$5.63K +29 +0.7%
WQ
1049
Wealth Quarterback
New Jersey
$859K +$840K +4,321 New
WA
1050
WBH Advisory
Maryland
$858K -$9.72K -50 -1%
40 41
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