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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1076
Tranquility Partners
Tennessee
$565K +$136K +948 +33%
LNC
1077
Lincoln National Corp
Pennsylvania
$563K -$15.9K -111 -3%
MSR
1078
Main Street Research
Connecticut
$560K – – –
VA
1079
Valmark Advisers
Ohio
$559K +$15.9K +111 +3%
WS
1080
Wedbush Securities
California
$558K -$31.9K -223 -6%
TW
1081
TrinityPoint Wealth
Connecticut
$558K +$3.44K +24 +0.6%
RAM
1082
Roanoke Asset Management
New Jersey
$558K +$15K +105 +3%
NIT
1083
NumerixS Investment Technologies
British Columbia, Canada
$557K +$182K +1,272 +52%
AWA
1084
Arete Wealth Advisors
Illinois
$556K +$157K +1,096 +42%
HR
1085
Howe & Rusling
New York
$552K – – –
RVPG
1086
Relative Value Partners Group
$551K – – –
BFA
1087
Beaumont Financial Advisors
Massachusetts
$549K -$25.6K -179 -5%
WSTAM
1088
Wilbanks Smith & Thomas Asset Management
Virginia
$549K -$20.1K -140 -4%
LWM
1089
Liberty Wealth Management
California
$549K +$430 +3 +0.1%
OIA
1090
OneDigital Investment Advisors
Kansas
$546K -$11.7K -82 -2%
SFG
1091
Summit Financial Group
West Virginia
$542K – – –
LSAG
1092
Lake Street Advisors Group
New Hampshire
$536K -$11.3K -79 -2%
WOSD
1093
WFA of San Diego
California
$535K +$473K +3,302 New
ACM
1094
Advisors Capital Management
New Jersey
$535K +$514K +3,590 New
MFG
1095
Merit Financial Group
Georgia
$534K +$143 +1 +0%
KMWM
1096
Keudell/Morrison Wealth Management
Oregon
$533K -$573 -4 -0.1%
MCM
1097
Murphy Capital Management
New Jersey
$528K -$347K -2,425 -41%
HIA
1098
Harbor Investment Advisory
Maryland
$526K +$58.6K +409 +13%
FHA
1099
Flagship Harbor Advisors
Massachusetts
$525K +$27.5K +192 +6%
IWP
1100
Icon Wealth Partners
Texas
$525K +$295K +2,063 +141%
42 43
44
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