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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1276
Heritage Wealth Management (Ohio)
Ohio
$909K – – –
NQWM
1277
Northwest Quadrant Wealth Management
Oregon
$908K +$3.4K +13 +0.4%
BTC
1278
Bank & Trust Company
Illinois
$906K – – –
GVAG
1279
Great Valley Advisor Group
Delaware
$899K -$9.41K -36 -1%
OAM
1280
Oak Asset Management
California
$898K – – –
FFO
1281
Fiduciary Family Office
Florida
$896K +$36.3K +139 +4%
MSR
1282
Main Street Research
Connecticut
$882K – – –
PA
1283
Promethium Advisors
Maryland
$881K +$829K +3,169 New
WA
1284
Wealth Architects
California
$881K +$2.88K +11 +0.3%
MWM
1285
Merriman Wealth Management
Washington
$881K +$523 +2 +0.1%
AHC
1286
Adell Harriman & Carpenter
Texas
$879K -$34K -130 -4%
AFG
1287
Atomi Financial Group
New York
$877K +$32.9K +126 +4%
MCM
1288
Manchester Capital Management
Vermont
$876K +$18.6K +71 +2%
TBNY
1289
Trustco Bank (New York)
New York
$872K -$6.54K -25 -0.8%
SFA
1290
Souders Financial Advisors
Ohio
$872K +$523 +2 +0.1%
NRD
1291
Nebula Research & Development
New York
$872K +$824K +3,150 New
FDCP
1292
Foster Dykema Cabot & Partners
Massachusetts
$870K +$12.6K +48 +2%
NF
1293
Nvest Financial
New Hampshire
$868K +$279K +1,066 +51%
LWM
1294
Liberty Wealth Management
California
$866K +$69.3K +265 +9%
BEAM
1295
Baker Ellis Asset Management
Washington
$865K +$87.9K +336 +12%
PSC
1296
Prentiss Smith & Co
Vermont
$865K -$78.5K -300 -9%
GC
1297
Grimes & Company
Massachusetts
$864K +$3.4K +13 +0.4%
HPM
1298
Hoxton Planning & Management
West Virginia
$864K +$82.4K +315 +11%
WPIC
1299
White Pine Investment Company
Michigan
$864K -$23.5K -90 -3%
NC
1300
Napatree Capital
Rhode Island
$862K +$119K +454 +17%
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