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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1226
Foster & Motley
Ohio
$432K – – –
TFA
1227
TPG Financial Advisors
Oregon
$431K -$1.16K -7 -0.3%
SAM
1228
S.A. Mason
Michigan
$431K +$418K +2,525 New
ACM
1229
AlphaStar Capital Management
North Carolina
$430K +$41.4K +250 +11%
CRWM
1230
Castle Rock Wealth Management
California
$429K +$166 +1 +0%
LSAG
1231
Lake Street Advisors Group
New Hampshire
$428K +$21.5K +130 +5%
GVAG
1232
Great Valley Advisor Group
Delaware
$427K -$198K -1,197 -32%
ATIA
1233
American Trust Investment Advisors
New Hampshire
$427K +$8.28K +50 +2%
PAMG
1234
Patton Albertson Miller Group
Tennessee
$426K -$8.28K -50 -2%
FMB
1235
Field & Main Bank
Kentucky
$425K -$11.6K -70 -3%
MIM
1236
Marco Investment Management
Georgia
$425K – – –
LC
1237
Lincoln Capital
Nebraska
$423K – – –
TWM
1238
Tolleson Wealth Management
Texas
$423K +$2.98K +18 +0.7%
FHC
1239
First Heartland Consultants
Missouri
$422K – – –
SMFS
1240
Squar Milner Financial Services
California
$422K +$411K +2,480 New
EIA
1241
Edgemoor Investment Advisors
Maryland
$420K -$96K -580 -19%
BCM
1242
Becker Capital Management
Oregon
$420K -$166 -1 -0%
CI
1243
CX Institutional
Indiana
$418K – – –
AAP
1244
Arax Advisory Partners
Colorado
$415K +$331 +2 +0.1%
LC
1245
Lindbrook Capital
California
$410K +$16.1K +97 +4%
CAM
1246
Columbia Asset Management
Michigan
$408K – – –
ACM
1247
Aljian Capital Management
Nevada
$407K -$25.7K -155 -6%
OC
1248
Oakworth Capital
Alabama
$407K -$3.97K -24 -1%
FHA
1249
First Horizon Advisors
Tennessee
$407K -$1.16K -7 -0.3%
LFG
1250
LifePlan Financial Group
Ohio
$406K – – –
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