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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1176
Lombard Odier Asset Management (Switzerland)
Switzerland
$796K -$273K -1,158 -25%
AAIM
1177
Asset Advisors Investment Management
Georgia
$795K – – –
IAS
1178
IMA Advisory Services
Colorado
$792K – – –
ACM
1179
AlphaCrest Capital Management
New York
$790K -$596K -2,527 -42%
KW
1180
KWB Wealth
California
$790K +$25.7K +109 +3%
OC
1181
Oakworth Capital
Alabama
$789K – – –
LC
1182
Lindbrook Capital
California
$788K +$17K +72 +2%
GSC
1183
Ground Swell Capital
South Carolina
$787K +$196K +829 +31%
M
1184
MOTCO
Texas
$783K -$11.8K -50 -1%
WI
1185
Wintrust Investments
Illinois
$782K -$48.4K -205 -6%
LFA
1186
Legacy Financial Advisors
Kentucky
$782K +$96.3K +408 +13%
CCP
1187
Clarkston Capital Partners
Michigan
$781K -$15.3K -65 -2%
BTI
1188
Blue Trust Inc
Georgia
$779K +$47.4K +201 +6%
SFG
1189
Summit Financial Group
West Virginia
$778K – – –
WANY
1190
Wealthspire Advisors (New York)
New York
$778K +$13.7K +58 +2%
HGERS
1191
Householder Group Estate & Retirement Specialist
Arizona
$776K +$73.8K +313 +10%
CCA
1192
Cobblestone Capital Advisors
New York
$775K -$29.5K -125 -4%
PNAA
1193
Pictet North America Advisors
Switzerland
$775K -$7.79K -33 -1%
XT
1194
XTX Topco
Cayman Islands
$774K +$61.8K +262 +8%
CSWG
1195
Cardinal Strategic Wealth Guidance
Kentucky
$772K – – –
IAIM
1196
International Assets Investment Management
Florida
$770K +$2.83K +12 +0.4%
EWM
1197
Evermay Wealth Management
Virginia
$770K +$13.2K +56 +2%
HHAM
1198
HITE Hedge Asset Management
Massachusetts
$769K – – –
HSA
1199
HBK Sorce Advisory
Pennsylvania
$768K -$819K -3,471 -51%
SFS
1200
Strategic Financial Services
New York
$761K -$17.7K -75 -2%
46 47
48
49 50