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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
Maple Capital Management
Vermont
$700K -$68.3K -319 -9%
FFA
1227
First Foundation Advisors
California
$696K +$8.56K +40 +1%
WA
1228
Wambolt & Associates
Colorado
$694K -$23.3K -109 -4%
RB
1229
Rodgers Brothers
Pennsylvania
$693K -$19.3K -90 -3%
CWA
1230
CJM Wealth Advisers
Virginia
$690K – – –
PCP
1231
Proficio Capital Partners
Massachusetts
$689K +$69.6K +325 +12%
WA
1232
Wealth Architects
California
$687K +$44.1K +206 +7%
MHS
1233
M Holdings Securities
Oregon
$684K +$644K +3,008 New
HI
1234
Hoey Investments
Pennsylvania
$683K – – –
TPWM
1235
Twelve Points Wealth Management
Massachusetts
$683K – – –
WS
1236
Wedbush Securities
California
$682K -$1.5K -7 -0.2%
IA
1237
IAM Advisory
Pennsylvania
$679K – – –
FHA
1238
Flagship Harbor Advisors
Massachusetts
$677K -$92.9K -434 -13%
HWMG
1239
Hurlow Wealth Management Group
Indiana
$676K -$17.1K -80 -3%
WWM
1240
Windsor Wealth Management
Indiana
$671K -$71.9K -336 -11%
EAM
1241
Evanson Asset Management
California
$671K – – –
RW
1242
Rede Wealth
Virginia
$671K +$6.21K +29 +1%
WA
1243
Wealth Alliance
New York
$669K +$25.1K +117 +4%
PG
1244
Pendal Group
Australia
$668K -$256K -1,195 -29%
BCM
1245
Brasada Capital Management
Texas
$666K -$428 -2 -0.1%
CWG
1246
C WorldWide Group
Denmark
$664K – – –
FAM
1247
Fulcrum Asset Management
United Kingdom
$664K – – –
CCT
1248
Chemung Canal Trust
New York
$663K -$31.9K -149 -5%
WF
1249
Wayfinding Financial
Washington
$663K +$214 +1 +0%
WP
1250
WealthSource Partners
California
$661K +$19.9K +93 +3%
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