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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1201
Mount Yale Investment Advisors
Colorado
$743K -$26.8K -125 -4%
TFM
1202
TFC Financial Management
Massachusetts
$741K -$2.35K -11 -0.3%
IAIM
1203
International Assets Investment Management
Florida
$740K -$23.6K -110 -3%
OIM
1204
Orca Investment Management
Oregon
$738K +$22.3K +104 +3%
RVPG
1205
Relative Value Partners Group
$731K – – –
LWM
1206
Liberty Wealth Management
California
$729K +$31.3K +146 +5%
SIC
1207
Salem Investment Counselors
North Carolina
$728K -$46.7K -218 -6%
BMM
1208
Buffington Mohr McNeal
Idaho
$728K – – –
LGF
1209
LGT Group Foundation
Liechtenstein
$726K +$666K +3,109 New
TCOO
1210
Trust Company of Oklahoma
Oklahoma
$725K – – –
SSW
1211
Smith Shellnut Wilson
Mississippi
$720K -$11.8K -55 -2%
ACM
1212
Argyle Capital Management
Pennsylvania
$719K – – –
KW
1213
KWB Wealth
California
$712K – – –
FNBOO
1214
First National Bank of Omaha
Nebraska
$711K -$22.5K -105 -3%
FWTB
1215
First Western Trust Bank
Colorado
$710K +$668K +3,119 New
SA
1216
SL Advisors
New Jersey
$709K -$9.21K -43 -1%
PB
1217
Pinnacle Bancorp
Nebraska
$709K -$4.28K -20 -0.6%
HGERS
1218
Householder Group Estate & Retirement Specialist
Arizona
$707K +$13.9K +65 +2%
AIM
1219
Alhambra Investment Management
Florida
$707K +$34.3K +160 +5%
APW
1220
Aurora Private Wealth
New Jersey
$706K – – –
BIM
1221
Baldwin Investment Management
Pennsylvania
$705K -$74.9K -350 -10%
LOPW
1222
Live Oak Private Wealth
North Carolina
$705K +$388K +1,810 +141%
IGWM
1223
ICA Group Wealth Management
Colorado
$703K +$686K +3,204 New
WP
1224
WMS Partners
Maryland
$701K – – –
MME
1225
Meag Munich Ergo
Germany
$701K +$651K +3,041 New
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