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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSI
1226
Scott & Selber Inc
Texas
$449K -$23K -140 -5%
ACM
1227
AlphaStar Capital Management
North Carolina
$449K +$457K +2,785 New
TFA
1228
TPG Financial Advisors
Oregon
$445K -$1.15K -7 -0.3%
FWM
1229
Frontier Wealth Management
Missouri
$440K -$5.42K -33 -1%
TCM
1230
Tandem Capital Management
New Jersey
$439K -$6.57K -40 -2%
FFA
1231
First Foundation Advisors
California
$439K +$57.3K +349 +16%
AWM
1232
Aevitas Wealth Management
Massachusetts
$438K +$1.81K +11 +0.4%
ZB
1233
Zions Bancorporation
Utah
$438K +$31.5K +192 +8%
NB
1234
Northwest Bancshares
Pennsylvania
$436K -$10K -61 -2%
LC
1235
Lincoln Capital
Nebraska
$436K -$1.15K -7 -0.3%
BTWM
1236
Baker Tilly Wealth Management
Wisconsin
$436K +$406K +2,475 New
CSPIA
1237
Cary Street Partners Investment Advisory
Virginia
$435K -$183K -1,113 -31%
SAM
1238
S.A. Mason
Michigan
$435K – – –
EIA
1239
Edgemoor Investment Advisors
Maryland
$434K – – –
TWM
1240
Tolleson Wealth Management
Texas
$434K – – –
VIA
1241
Vident Investment Advisory
Georgia
$434K +$143K +869 +54%
ATIA
1242
American Trust Investment Advisors
New Hampshire
$433K – – –
MRCM
1243
M&R Capital Management
New Jersey
$431K -$103K -630 -20%
BCM
1244
Becker Capital Management
Oregon
$431K -$6.73K -41 -2%
AAP
1245
Arax Advisory Partners
Colorado
$431K +$2.96K +18 +0.7%
IFWM
1246
Institute for Wealth Management
Colorado
$429K +$49.1K +299 +14%
FC
1247
Forte Capital
New York
$425K -$16.4K -100 -4%
HIM
1248
Hotaling Investment Management
Pennsylvania
$424K -$32.8K -200 -8%
P
1249
&Partners
Tennessee
$424K – – –
LNWTC
1250
Laird Norton Wetherby Trust Company
Washington
$424K +$395K +2,406 New
48 49
50
51 52