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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1251
Brasada Capital Management
Texas
$700K – – –
RAG
1252
RIA Advisory Group
Iowa
$698K +$743K +3,027 New
CWA
1253
CJM Wealth Advisers
Virginia
$697K – – –
GL
1254
Graypoint LLC
New York
$696K +$44.4K +181 +7%
MHS
1255
M Holdings Securities
Oregon
$695K +$3.93K +16 +0.6%
RW
1256
Rede Wealth
Virginia
$694K -$11.5K -47 -2%
SCA
1257
Stokes Capital Advisors
South Carolina
$693K – – –
PP
1258
Patron Partners
Texas
$691K -$7.12K -29 -1%
GIM
1259
Goelzer Investment Management
Indiana
$687K -$4.91K -20 -0.7%
AIM
1260
Alhambra Investment Management
Florida
$685K -$36.8K -150 -5%
PWMG
1261
Pinnacle Wealth Management Group
Michigan
$682K – – –
PFBT
1262
Parkside Financial Bank & Trust
Missouri
$681K -$1.23K -5 -0.2%
CWP
1263
Concord Wealth Partners
Virginia
$675K +$95.5K +389 +16%
CWG
1264
C WorldWide Group
Denmark
$675K -$22.3K -91 -3%
SHFA
1265
SS&H Financial Advisors
Michigan
$669K – – –
RBC
1266
Romano Brothers & Co
Illinois
$667K – – –
HAG
1267
HF Advisory Group
Maryland
$664K +$682K +2,779 New
AAS
1268
Ameritas Advisory Services
Nebraska
$663K +$243K +988 +55%
HIM
1269
Hotaling Investment Management
Pennsylvania
$662K – – –
SM
1270
STF Management
Texas
$661K +$680K +2,769 New
SIM
1271
Sentry Investment Management
Wisconsin
$660K -$15.5K -63 -2%
FCBT
1272
First Citizens Bank & Trust
North Carolina
$659K -$11K -45 -2%
CRIG
1273
Charter Research & Investment Group
Connecticut
$656K – – –
FFM
1274
Forum Financial Management
Illinois
$656K +$86.9K +354 +15%
MRCM
1275
M&R Capital Management
New Jersey
$656K – – –
49 50
51
52 53