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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1176
Evermay Wealth Management
Virginia
$589K – – –
EAM
1177
Evanson Asset Management
California
$586K – – –
GEA
1178
Glen Eagle Advisors
New Jersey
$585K +$155K +796 +37%
AIM
1179
Alhambra Investment Management
Florida
$585K – – –
SS
1180
Simplicity Solutions
Minnesota
$585K +$134K +689 +31%
OFG
1181
Oxford Financial Group
Indiana
$584K +$52.5K +270 +10%
BFA
1182
Beacon Financial Advisory
Ohio
$583K -$58.3K -300 -9%
BCM
1183
Brasada Capital Management
Texas
$582K – – –
SIC
1184
Salem Investment Counselors
North Carolina
$580K – – –
NL
1185
NWAM LLC
Washington
$577K – – –
SCA
1186
Stokes Capital Advisors
South Carolina
$576K +$564K +2,900 New
WP
1187
WealthSource Partners
California
$573K +$389 +2 +0.1%
MWA
1188
Meridian Wealth Advisors
Texas
$573K +$32.1K +165 +6%
RW
1189
Rede Wealth
Virginia
$571K -$194 -1 -0%
FB
1190
Fulton Bank
Pennsylvania
$568K -$50.5K -260 -8%
PWMG
1191
Pinnacle Wealth Management Group
Michigan
$567K +$555K +2,856 New
DA
1192
Detalus Advisors
Missouri
$565K +$3.89K +20 +0.7%
PCP
1193
Proficio Capital Partners
Massachusetts
$564K -$194 -1 -0%
AA
1194
Argent Advisors
Louisiana
$564K – – –
GC
1195
Grimes & Company
Massachusetts
$561K – – –
CRIG
1196
Charter Research & Investment Group
Connecticut
$553K – – –
BDF
1197
Balasa Dinverno & Foltz
$552K +$1.17K +6 +0.2%
BEAM
1198
Baker Ellis Asset Management
Washington
$550K – – –
MFG
1199
Merit Financial Group
Georgia
$547K +$389 +2 +0.1%
WA
1200
Wealth Alliance
New York
$541K -$38.5K -198 -7%
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