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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1251
Brandywine Oak Private Wealth
Pennsylvania
$647K +$206K +912 +46%
RW
1252
Rede Wealth
Virginia
$646K -$1.13K -5 -0.2%
SIM
1253
Sentry Investment Management
Wisconsin
$641K +$25.9K +115 +4%
LAM
1254
LifePro Asset Management
California
$641K – – –
GIM
1255
Goelzer Investment Management
Indiana
$640K – – –
CWP
1256
Concord Wealth Partners
Virginia
$640K +$10.8K +48 +2%
AIM
1257
Alhambra Investment Management
Florida
$639K – – –
CWA
1258
CJM Wealth Advisers
Virginia
$636K -$14K -62 -2%
PWMG
1259
Pinnacle Wealth Management Group
Michigan
$636K – – –
OWP
1260
Obermeyer Wealth Partners
Colorado
$634K -$79K -350 -11%
WPW
1261
Waldron Private Wealth
Pennsylvania
$634K -$6.09K -27 -0.9%
WA
1262
Wealth Alliance
New York
$632K -$126K -560 -16%
STA
1263
Summit Trail Advisors
New York
$632K +$53.2K +236 +9%
CWG
1264
C WorldWide Group
Denmark
$630K – – –
PI
1265
PFG Investments
New York
$625K +$633K +2,805 New
SHFA
1266
SS&H Financial Advisors
Michigan
$623K – – –
BEW
1267
Burton Enright Welch
California
$623K +$27.3K +121 +5%
HAG
1268
HF Advisory Group
Maryland
$622K +$3.38K +15 +0.5%
LWM
1269
Liberty Wealth Management
California
$622K +$630K +2,793 New
GFS
1270
GYL Financial Synergies
Connecticut
$621K +$160K +708 +34%
T
1271
TRUADVICE
Florida
$619K +$195K +865 +44%
CCA
1272
Cobblestone Capital Advisors
New York
$616K -$102K -450 -14%
EB
1273
Eastern Bank
Massachusetts
$615K -$2.57M -11,377 -80%
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$613K -$22.3K -99 -3%
MRCM
1275
M&R Capital Management
New Jersey
$613K +$1.58K +7 +0.3%
49 50
51
52 53