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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1226
Castle Rock Wealth Management
California
$1.04M -$6.8K -26 -0.7%
BWA
1227
Bordeaux Wealth Advisors
California
$1.03M +$53.3K +204 +6%
LI
1228
Lafayette Investments
Maryland
$1.03M -$41.8K -160 -4%
LFA
1229
Legacy Financial Advisors
Kentucky
$1.03M +$66.4K +254 +7%
VT
1230
Vise Technologies
New York
$1.03M +$302K +1,154 +45%
IA
1231
IAM Advisory
Pennsylvania
$1.03M +$1.31K +5 +0.1%
A
1232
AlphaQuest
New York
$1.03M +$929K +3,553 +2,249%
WBC
1233
West Branch Capital
Massachusetts
$1.03M +$4.18K +16 +0.4%
AIC
1234
Argus Investors Counsel
New York
$1.03M -$338K -1,291 -26%
PP
1235
PDS Planning
Ohio
$1.02M +$12.3K +47 +1%
BMCM
1236
Bryn Mawr Capital Management
Pennsylvania
$1.02M +$109K +417 +13%
CAM
1237
Congress Asset Management
Massachusetts
$1.01M – – –
RCAG
1238
Rehmann Capital Advisory Group
Michigan
$1.01M +$1.05K +4 +0.1%
DCP
1239
DSM Capital Partners
Florida
$1.01M -$64.1K -245 -6%
CPIG
1240
Chicago Partners Investment Group
Illinois
$1.01M +$42.6K +163 +5%
AGWCA
1241
Annis Gardner Whiting Capital Advisors
Florida
$1.01M -$14.6K -56 -2%
BWP
1242
BSW Wealth Partners
Colorado
$1M -$14.4K -55 -1%
FTIS
1243
First Trust Investment Solutions
Florida
$1,000K +$647K +2,474 +217%
SFS
1244
Stiles Financial Services
Minnesota
$999K +$134K +513 +17%
TFA
1245
Transamerica Financial Advisors
Florida
$995K +$940K +3,593 New
HSA
1246
HBK Sorce Advisory
Pennsylvania
$994K -$12.8K -49 -1%
LFM
1247
LGT Fund Management
Liechtenstein
$992K -$1.39M -5,310 -60%
CM
1248
Capula Management
Cayman Islands
$989K +$934K +3,573 New
NGA
1249
Naples Global Advisors
Florida
$988K -$101K -385 -10%
FIB
1250
First Interstate Bank
Montana
$986K +$125K +478 +15%
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