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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1301
Longfellow Investment Management
Massachusetts
$392K -$1.38M -7,974 -79%
EWA
1302
Exencial Wealth Advisors
Oklahoma
$392K -$113K -651 -24%
LBC
1303
Lawrence B. Cohen
$391K -$19.4K -112 -5%
CAMG
1304
CWA Asset Management Group
Florida
$391K -$8.85K -51 -2%
TI
1305
Tidal Investments
Wisconsin
$389K +$85.6K +493 +31%
FAM
1306
Fenimore Asset Management
New York
$388K – – –
BWP
1307
BSW Wealth Partners
Colorado
$386K +$10.6K +61 +3%
GL
1308
Graypoint LLC
New York
$382K +$34.5K +199 +11%
SFFS
1309
Stonehage Fleming Financial Services
Jersey
$381K +$351K +2,023 New
PPP
1310
Private Portfolio Partners
New Jersey
$380K – – –
BOM
1311
Bank of Marin
California
$379K – – –
PC
1312
Permanens Capital
New York
$377K +$139K +800 +67%
AAM
1313
Arabesque Asset Management
United Kingdom
$377K +$347K +2,002 New
SIM
1314
Spark Investment Management
New York
$376K -$17.4K -100 -5%
BIA
1315
BHK Investment Advisors
Alabama
$374K – – –
VWM
1316
Vigilare Wealth Management
Arizona
$373K – – –
SIC
1317
Shoker Investment Counsel
Ohio
$372K +$1.91K +11 +0.6%
F
1318
F3Logic
Minnesota
$372K +$341K +1,967 New
PG
1319
Pendal Group
Australia
$370K -$594K -3,422 -64%
BL
1320
Balentine LLC
Georgia
$370K +$174 +1 +0.1%
UH
1321
Unigestion Holding
Switzerland
$370K +$341K +1,964 New
GFPC
1322
Global Financial Private Client
Florida
$369K +$2.26K +13 +0.7%
CB
1323
Cadence Bank
Mississippi
$368K – – –
IP
1324
Isthmus Partners
Wisconsin
$367K -$34.7K -200 -9%
BFG
1325
Beacon Financial Group
Texas
$367K – – –
51 52
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