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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1101
Tranquility Partners
Tennessee
$922K +$15.1K +70 +2%
HW
1102
Hancock Whitney
Mississippi
$922K +$553K +2,565 +157%
EI
1103
Ellevest Inc
New York
$921K +$180K +836 +25%
P
1104
Pitcairn
Pennsylvania
$919K -$126K -586 -12%
RAM
1105
Roanoke Asset Management
New Jersey
$919K – – –
PSC
1106
Prentiss Smith & Co
Vermont
$918K – – –
HCA
1107
Harbour Capital Advisors
Virginia
$918K -$2.16K -10 -0.2%
HIA
1108
Harbor Investment Advisory
Maryland
$914K +$431 +2 +0%
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$914K +$303K +1,407 +51%
CCM
1110
Chilton Capital Management
Texas
$907K – – –
SFO
1111
Stokes Family Office
Louisiana
$906K -$150K -698 -14%
WI
1112
Wintrust Investments
Illinois
$905K +$47.6K +221 +6%
SP
1113
Symmetry Partners
Connecticut
$904K -$328K -1,522 -27%
CWP
1114
Core Wealth Partners
California
$904K – – –
SIA
1115
Schechter Investment Advisors
Michigan
$902K -$89K -413 -9%
BS
1116
Bessemer Securities
New York
$901K -$189K -875 -18%
PSC
1117
Portman Square Capital
United Kingdom
$901K +$884K +4,099 New
AGC
1118
Aspen Grove Capital
Colorado
$901K +$12.1K +56 +1%
CPIA
1119
Cornell Pochily Investment Advisors
New York
$899K -$18.8K -87 -2%
WQ
1120
Wealth Quarterback
New Jersey
$895K +$1.08K +5 +0.1%
EFSCE
1121
Enterprise Financial Services Corp (EFSC)
Missouri
$891K +$38.8K +180 +5%
CG
1122
Clifford Group
Massachusetts
$888K -$1.08K -5 -0.1%
EGA
1123
Eagle Global Advisors
Texas
$885K – – –
SPA
1124
Sherbrooke Park Advisers
New York
$879K +$625K +2,900 +264%
RGC
1125
Roberts, Glore & Co
Illinois
$878K – – –
43 44
45
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