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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1176
West Branch Capital
Massachusetts
$933K +$3.5K +15 +0.4%
CST
1177
Charles Schwab Trust
Nevada
$932K – – –
GRP
1178
Global Retirement Partners
California
$932K -$479K -2,055 -34%
EGA
1179
Eagle Global Advisors
Texas
$931K +$50.6K +217 +6%
SJL
1180
Shayne & Jacobs LLC
Tennessee
$930K – – –
IPAM
1181
ICICI Prudential Asset Management
India
$930K +$76.2K +327 +9%
NGA
1182
Naples Global Advisors
Florida
$929K -$118K -506 -11%
RGC
1183
Roberts, Glore & Co
Illinois
$924K -$3.5K -15 -0.4%
AF
1184
Arrow Financial
New York
$924K -$51.3K -220 -5%
MC
1185
Machina Capital
France
$924K +$7.46K +32 +0.8%
GAMC
1186
Garner Asset Management Corp
Texas
$919K +$20.7K +89 +2%
ICG
1187
InterOcean Capital Group
Tennessee
$916K +$48.2K +207 +6%
APW
1188
Acima Private Wealth
Virginia
$906K – – –
AC
1189
Apella Capital
Connecticut
$906K -$138K -591 -13%
SWM
1190
Scissortail Wealth Management
Oklahoma
$905K +$887K +3,809 New
FDDB
1191
Fidelity D&D Bancorp
Pennsylvania
$905K +$1.63K +7 +0.2%
BMO
1192
Beck Mack & Oliver
New York
$904K -$5.83K -25 -0.6%
DBG
1193
De Burlo Group
Massachusetts
$903K – – –
BHBT
1194
Burke & Herbert Bank & Trust
Virginia
$901K -$15.1K -65 -2%
TC
1195
Telemus Capital
Michigan
$900K – – –
CM
1196
Columbus Macro
Pennsylvania
$897K +$5.59K +24 +0.6%
BCM
1197
Boltwood Capital Management
California
$895K -$5.83K -25 -0.6%
CPIA
1198
Cornell Pochily Investment Advisors
New York
$895K – – –
TPI
1199
Trust Point Inc
Wisconsin
$894K +$894K +3,838 New
BTI
1200
Blue Trust Inc
Georgia
$894K +$25.9K +111 +3%
46 47
48
49 50