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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1101
Lawrence B. Cohen
$375K – – –
DIA
1102
Dana Investment Advisors
Wisconsin
$375K +$404K +2,859 New
BIM
1103
Baldwin Investment Management
Pennsylvania
$374K – – –
SBWM
1104
Sunflower Bank Wealth Management
Arizona
$373K – – –
AW
1105
Alpha Windward
Massachusetts
$372K -$28.9K -205 -7%
AWM
1106
Aevitas Wealth Management
Massachusetts
$372K +$847 +6 +0.2%
FDCDDQ
1107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$1.55K -11 -0.4%
GIM
1108
Goelzer Investment Management
Indiana
$370K – – –
IFWM
1109
Institute for Wealth Management
Colorado
$367K +$395K +2,801 New
FHC
1110
First Heartland Consultants
Missouri
$366K +$36.4K +258 +10%
BWP
1111
Bernardo Wealth Planning
Pennsylvania
$366K +$394K +2,792 New
PL
1112
Plancorp LLC
Missouri
$365K -$31.3K -222 -7%
VIA
1113
Vident Investment Advisory
Georgia
$365K -$20K -142 -5%
MCM
1114
MAI Capital Management
Ohio
$363K +$7.2K +51 +2%
SWA
1115
Stratos Wealth Advisors
Ohio
$363K +$390K +2,766 New
QCG
1116
Quadrant Capital Group
Ohio
$362K -$6.49K -46 -2%
SIC
1117
Salem Investment Counselors
North Carolina
$361K – – –
SRCM
1118
Swift Run Capital Management
Virginia
$358K -$19.8K -140 -5%
ATIA
1119
American Trust Investment Advisors
New Hampshire
$358K – – –
CC
1120
Claybrook Capital
Massachusetts
$358K +$385K +2,728 New
WDL
1121
Well Done LLC
Michigan
$358K +$385K +2,728 New
AF
1122
Advisornet Financial
Minnesota
$357K -$46.4K -329 -11%
FM
1123
Foster & Motley
Ohio
$355K -$5.08K -36 -1%
BCA
1124
Berman Capital Advisors
Georgia
$355K +$58K +411 +18%
ESBC
1125
E.S. Barr & Co
Kentucky
$354K – – –
43 44
45
46 47