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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1276
One Charles Private Wealth Services
Massachusetts
$449K +$439K +2,259 New
QPWM
1277
Quadrant Private Wealth Management
Pennsylvania
$448K -$37.9K -195 -8%
BOPW
1278
Brandywine Oak Private Wealth
Pennsylvania
$446K +$98.1K +505 +29%
HFP
1279
Holistic Financial Partners
Indiana
$442K -$389 -2 -0.1%
CIS
1280
Connors Investor Services
Pennsylvania
$441K -$2.78M -14,299 -87%
MI
1281
Markston International
New York
$439K -$4.77M -24,536 -92%
GWA
1282
GGM Wealth Advisors
Maryland
$439K – – –
GCAC
1283
Guardian Capital Advisors (Canada)
Ontario, Canada
$438K +$19.4K +100 +5%
PMG
1284
ProVise Management Group
Florida
$438K +$176K +908 +70%
DAM
1285
Delta Asset Management
Tennessee
$436K – – –
ST
1286
Sabal Trust
Florida
$435K -$19.4K -100 -4%
AC
1287
Alexandria Capital
Virginia
$434K +$14.6K +75 +4%
BL
1288
Balentine LLC
Georgia
$434K +$42.6K +219 +11%
FA
1289
Financial Advisors
Massachusetts
$433K – – –
APA
1290
Allegiant Private Advisors
Florida
$432K – – –
LJAC
1291
L.J. Altfest & Co
New York
$431K – – –
EBA
1292
Eagle Bay Advisors
New York
$430K +$418K +2,153 New
PCM
1293
Pennsylvania Capital Management
Pennsylvania
$429K – – –
PLFAM
1294
Pineno Levin & Ford Asset Management
Virginia
$429K – – –
KMWM
1295
Keudell/Morrison Wealth Management
Oregon
$428K – – –
BWP
1296
BSW Wealth Partners
Colorado
$427K +$20.4K +105 +5%
GAMC
1297
Garner Asset Management Corp
Texas
$424K – – –
1WA
1298
180 Wealth Advisors
Washington
$423K -$33K -170 -8%
LCM
1299
LCM Capital Management
Illinois
$423K -$8.55K -44 -2%
BIA
1300
BHK Investment Advisors
Alabama
$421K +$194 +1 +0%
50 51
52
53 54