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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1176
Bangor Savings Bank
Maine
$987K +$38.5K +180 +4%
AAMU
1177
AEGON Asset Management (UK)
United Kingdom
$984K – – –
EP
1178
E6 Portfolios
Utah
$981K +$23.5K +110 +3%
CCFM
1179
Clear Creek Financial Management
Washington
$981K +$83.4K +390 +10%
BIA
1180
BHK Investment Advisors
Alabama
$981K +$62K +290 +7%
IIM
1181
Ironwood Investment Management
Massachusetts
$980K -$184K -859 -16%
RI
1182
Ridgewood Investments
New Jersey
$979K +$257K +1,202 +38%
IAS
1183
Investment Advisory Services
Texas
$975K +$641 +3 +0.1%
PWG
1184
Portside Wealth Group
Utah
$974K -$80.4K -376 -8%
JIC
1185
Joel Isaacson & Co
New York
$974K -$2.35K -11 -0.3%
CG
1186
Corundum Group
Colorado
$974K +$12.2K +57 +1%
HCA
1187
Harbour Capital Advisors
Virginia
$973K – – –
TW
1188
TritonPoint Wealth
Maryland
$969K +$26.9K +126 +3%
AIM
1189
Advyzon Investment Management
Illinois
$968K +$175K +821 +23%
WWM
1190
Western Wealth Management
Colorado
$968K -$25.9K -121 -3%
BFA
1191
Bragg Financial Advisors
North Carolina
$964K -$28K -131 -3%
GP
1192
Greenline Partners
New York
$962K -$293K -1,370 -24%
EFSCE
1193
Enterprise Financial Services Corp (EFSC)
Missouri
$962K +$45.7K +214 +5%
CWM
1194
Challenger Wealth Management
California
$960K -$59K -276 -6%
3F
1195
360 Financial
Minnesota
$940K +$214 +1 +0%
LF
1196
LifeSteps Financial
California
$940K -$10.7K -50 -1%
SPA
1197
Shore Point Advisors
New Jersey
$939K -$33.3K -156 -4%
AWM
1198
Aprio Wealth Management
Georgia
$938K +$404K +1,890 +82%
VWM
1199
Venturi Wealth Management
Texas
$936K -$35.7K -167 -4%
PIM
1200
Provident Investment Management
Michigan
$931K +$52.4K +245 +6%
46 47
48
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