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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1176
WealthSource Partners
California
$543K +$244K +1,404 +95%
TMAM
1177
Tokio Marine Asset Management
Japan
$540K +$50K +288 +11%
FHA
1178
First Horizon Advisors
Tennessee
$539K +$103K +595 +26%
PAG
1179
Pinnacle Advisory Group
Maryland
$538K +$32.3K +186 +7%
PCP
1180
Proficio Capital Partners
Massachusetts
$536K +$223K +1,287 +83%
AA
1181
Argent Advisors
Louisiana
$535K – – –
DA
1182
Detalus Advisors
Missouri
$532K +$6.07K +35 +1%
GC
1183
Grimes & Company
Massachusetts
$532K +$7.46K +43 +2%
AWA
1184
Arete Wealth Advisors
Illinois
$530K -$20.3K -117 -4%
CWC
1185
Carolinas Wealth Consulting
North Carolina
$530K +$18.1K +104 +4%
LFA
1186
Legacy Financial Advisors
Kentucky
$526K +$4.86K +28 +1%
CRIG
1187
Charter Research & Investment Group
Connecticut
$525K – – –
PF
1188
Phoenix Financial
Israel
$523K +$223K +1,286 +86%
BDF
1189
Balasa Dinverno & Foltz
$522K -$18.6K -107 -4%
BEAM
1190
Baker Ellis Asset Management
Washington
$522K – – –
NAM
1191
NorthCoast Asset Management
Connecticut
$521K +$2.26K +13 +0.5%
MFG
1192
Merit Financial Group
Georgia
$518K -$28.3K -163 -6%
BCM
1193
Brookstone Capital Management
Illinois
$516K -$35.1K -202 -7%
EFSCE
1194
Enterprise Financial Services Corp (EFSC)
Missouri
$515K +$3.3K +19 +0.7%
KFA
1195
Kelleher Financial Advisors
New York
$514K +$196K +1,128 +71%
MWA
1196
Meridian Wealth Advisors
Texas
$513K – – –
PCI
1197
Pacifica Capital Investments
Texas
$513K – – –
PL
1198
Plancorp LLC
Missouri
$511K +$174 +1 +0%
BPA
1199
Beacon Pointe Advisors
California
$511K +$468K +2,699 New
SCM
1200
Salem Capital Management
Massachusetts
$509K – – –
46 47
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