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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
1301
Farmers Trust Company
Ohio
$564K -$16.2K -74 -3%
LSPW
1302
Lake Street Private Wealth
Illinois
$564K +$10.3K +47 +2%
WPW
1303
Waldron Private Wealth
Pennsylvania
$563K +$35.3K +161 +6%
LAM
1304
LifePro Asset Management
California
$561K – – –
GSB
1305
Greenfield Savings Bank
Massachusetts
$561K +$586K +2,672 New
GSC
1306
Ground Swell Capital
South Carolina
$557K +$581K +2,650 New
SWP
1307
Summit Wealth Partners
Florida
$557K – – –
MRCM
1308
M&R Capital Management
New Jersey
$556K – – –
CIAS
1309
Capital Investment Advisory Services
North Carolina
$555K -$13.4K -61 -2%
BAM
1310
Brave Asset Management
New Jersey
$554K -$12.7K -58 -2%
BRWM
1311
B. Riley Wealth Management
Tennessee
$550K +$278K +1,269 +94%
IFWM
1312
Institute for Wealth Management
Colorado
$549K -$1.53K -7 -0.3%
CWS
1313
Confluence Wealth Services
Pennsylvania
$548K +$90.7K +414 +23%
GVAG
1314
Great Valley Advisor Group
Delaware
$548K +$108K +491 +23%
CF
1315
Centaurus Financial
California
$541K -$17.1K -78 -3%
GEA
1316
Glen Eagle Advisors
New Jersey
$540K -$241K -1,100 -30%
BEW
1317
Burton Enright Welch
California
$540K -$219 -1 -0%
TSS
1318
Two Sigma Securities
New York
$539K – – –
HKIM
1319
Hayek Kallen Investment Management
Alabama
$536K – – –
SAM
1320
Synergy Asset Management
Washington
$536K +$559K +2,550 New
BFA
1321
Buttonwood Financial Advisors
Maryland
$533K -$31.6K -144 -5%
BDF
1322
Balasa Dinverno & Foltz
$533K +$110K +504 +25%
NB
1323
Northwest Bancshares
Pennsylvania
$532K – – –
ZCA
1324
Zeke Capital Advisors
Pennsylvania
$531K +$111K +507 +25%
TL
1325
Tradewinds LLC
North Carolina
$531K +$554K +2,528 New
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