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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1176
Community Financial Services Group
Vermont
$591K +$972 +5 +0.2%
EWM
1177
Evermay Wealth Management
Virginia
$589K – – –
EAM
1178
Evanson Asset Management
California
$586K – – –
GEA
1179
Glen Eagle Advisors
New Jersey
$585K +$155K +796 +37%
AIM
1180
Alhambra Investment Management
Florida
$585K – – –
SS
1181
Simplicity Solutions
Minnesota
$585K +$134K +689 +31%
OFG
1182
Oxford Financial Group
Indiana
$584K +$52.5K +270 +10%
BFA
1183
Beacon Financial Advisory
Ohio
$583K -$58.3K -300 -9%
BCM
1184
Brasada Capital Management
Texas
$582K – – –
SIC
1185
Salem Investment Counselors
North Carolina
$580K – – –
NL
1186
NWAM LLC
Washington
$577K – – –
SCA
1187
Stokes Capital Advisors
South Carolina
$576K +$564K +2,900 New
WP
1188
WealthSource Partners
California
$573K +$389 +2 +0.1%
MWA
1189
Meridian Wealth Advisors
Texas
$573K +$32.1K +165 +6%
RW
1190
Rede Wealth
Virginia
$571K -$194 -1 -0%
FB
1191
Fulton Bank
Pennsylvania
$568K -$50.5K -260 -8%
PWMG
1192
Pinnacle Wealth Management Group
Michigan
$567K +$555K +2,856 New
DA
1193
Detalus Advisors
Missouri
$565K +$3.89K +20 +0.7%
PCP
1194
Proficio Capital Partners
Massachusetts
$564K -$194 -1 -0%
AA
1195
Argent Advisors
Louisiana
$564K – – –
GC
1196
Grimes & Company
Massachusetts
$561K – – –
CRIG
1197
Charter Research & Investment Group
Connecticut
$553K – – –
BDF
1198
Balasa Dinverno & Foltz
$552K +$1.17K +6 +0.2%
BEAM
1199
Baker Ellis Asset Management
Washington
$550K – – –
MFG
1200
Merit Financial Group
Georgia
$547K +$389 +2 +0.1%
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48
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