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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1176
Stiles Financial Services
Minnesota
$856K +$3.41K +14 +0.4%
RCAG
1177
Rehmann Capital Advisory Group
Michigan
$854K +$10.5K +43 +1%
WA
1178
Waverly Advisors
Alabama
$849K +$64.1K +263 +8%
PP
1179
PDS Planning
Ohio
$847K -$3.41K -14 -0.4%
IAS
1180
IMA Advisory Services
Colorado
$842K – – –
LFAS
1181
Level Four Advisory Services
Texas
$842K -$42.7K -175 -5%
WA
1182
WBH Advisory
Maryland
$841K -$26.1K -107 -3%
GSC
1183
Ground Swell Capital
South Carolina
$832K +$843K +3,458 New
FIM
1184
Freedom Investment Management
Connecticut
$831K -$78.8K -323 -9%
CRIG
1185
Charter Research & Investment Group
Connecticut
$830K – – –
PMFA
1186
Plante Moran Financial Advisors
Michigan
$827K -$53.6K -220 -6%
PNAA
1187
Pictet North America Advisors
Switzerland
$824K – – –
AHC
1188
Adell Harriman & Carpenter
Texas
$821K +$9.02K +37 +1%
NQWM
1189
Northwest Quadrant Wealth Management
Oregon
$820K +$18.5K +76 +2%
SLWA
1190
San Luis Wealth Advisors
California
$819K -$1.52M -6,250 -65%
SDIC
1191
South Dakota Investment Council
South Dakota
$818K – – –
PCP
1192
Proficio Capital Partners
Massachusetts
$818K +$35.8K +147 +5%
GIM
1193
Guardian Investment Management
California
$818K – – –
SFSG
1194
Sound Financial Strategies Group
Mississippi
$812K +$823K +3,375 New
LFG
1195
Lazard Frères Gestion
France
$811K +$171K +700 +23%
CCP
1196
Clarkston Capital Partners
Michigan
$808K – – –
PEA
1197
Park Edge Advisors
Ohio
$807K – – –
TBNY
1198
Trustco Bank (New York)
New York
$803K -$975 -4 -0.1%
FIB
1199
First Interstate Bank
Montana
$800K -$39.7K -163 -5%
V
1200
VeraBank
Texas
$796K – – –
46 47
48
49 50