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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1076
Simon Quick Advisors
New Jersey
$1.09M +$1.12M +4,575 New
FMAEN1
1077
Fund Management at Engine No 1
California
$1.09M +$141K +573 +14%
YIA
1078
YHB Investment Advisors
Connecticut
$1.09M -$6.14K -25 -0.5%
SPA
1079
Shore Point Advisors
New Jersey
$1.09M – – –
FBA
1080
Front Barnett Associates
Illinois
$1.08M – – –
EP
1081
Edgestream Partners
New Jersey
$1.08M +$1.11M +4,535 New
BWP
1082
BSW Wealth Partners
Colorado
$1.07M +$3.93K +16 +0.4%
SMC
1083
Smith, Moore & Co
Missouri
$1.07M -$36.1K -147 -3%
EIP
1084
Ellis Investment Partners
Pennsylvania
$1.07M -$4.42K -18 -0.4%
KA
1085
Klingman & Associates
New York
$1.06M +$1.23K +5 +0.1%
AC
1086
Apella Capital
Connecticut
$1.06M -$126K -513 -10%
NGA
1087
Naples Global Advisors
Florida
$1.06M +$246 +1 +0%
JIC
1088
Joel Isaacson & Co
New York
$1.06M -$31.7K -129 -3%
WAP
1089
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$2.46K -10 -0.2%
LFA
1090
Legacy Financial Advisors
Kentucky
$1.06M +$238K +969 +28%
HWA
1091
Heritage Wealth Advisors
Virginia
$1.05M +$21.6K +88 +2%
SPA
1092
Sherbrooke Park Advisers
New York
$1.05M +$1.08M +4,400 New
LIM
1093
Loudon Investment Management
New Hampshire
$1.04M – – –
GBT
1094
Grove Bank & Trust
Florida
$1.04M -$57.9K -236 -5%
IAIM
1095
International Assets Investment Management
Florida
$1.04M +$233K +951 +28%
GFPC
1096
Global Financial Private Client
Florida
$1.04M +$141K +575 +15%
ATC
1097
Adirondack Trust Company
New York
$1.03M – – –
CWM
1098
Connecticut Wealth Management
Connecticut
$1.03M +$12K +49 +1%
LF
1099
LifeSteps Financial
California
$1.03M – – –
JCIA
1100
Jackson Creek Investment Advisors
Colorado
$1.03M -$93.8K -382 -8%
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