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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
1301
Trust Company of the South
North Carolina
$748K +$732K +2,997 New
KWM
1302
KFG Wealth Management
Indiana
$744K +$40.1K +164 +6%
WPA
1303
West Paces Advisors
Georgia
$744K -$61.3K -251 -8%
M
1304
MOTCO
Texas
$743K – – –
SSW
1305
Smith Shellnut Wilson
Mississippi
$740K – – –
CIG
1306
Cascade Investment Group
Colorado
$739K – – –
WTB
1307
Washington Trust Bank
Washington
$734K -$12.5K -51 -2%
OWP
1308
Obermeyer Wealth Partners
Colorado
$733K +$16.4K +67 +2%
DCM
1309
Dudley Capital Management
Virginia
$732K -$24.4K -100 -3%
GI
1310
GAMMA Investing
California
$730K +$119K +485 +20%
PFSC
1311
Peoples Financial Services Corp
Pennsylvania
$728K -$40.8K -167 -5%
CCP
1312
Clarkston Capital Partners
Michigan
$727K – – –
RW
1313
Rede Wealth
Virginia
$724K +$29.3K +120 +4%
BAM
1314
Blueshift Asset Management
New Jersey
$723K -$863K -3,530 -55%
EWM
1315
Evermay Wealth Management
Virginia
$723K +$12.9K +53 +2%
CCT
1316
Chemung Canal Trust
New York
$722K -$8.8K -36 -1%
OIM
1317
Orca Investment Management
Oregon
$722K -$55.5K -227 -7%
RBC
1318
Romano Brothers & Co
Illinois
$721K -$9.53K -39 -1%
GFPC
1319
Global Financial Private Client
Florida
$720K -$515K -2,107 -42%
LI
1320
LMCG Investments
Massachusetts
$716K -$36.7K -150 -5%
LWM
1321
Liberty Wealth Management
California
$714K +$733 +3 +0.1%
HAG
1322
HF Advisory Group
Maryland
$714K +$4.15K +17 +0.6%
UB
1323
Umpqua Bank
Oregon
$713K +$698K +2,856 New
PWMG
1324
Pinnacle Wealth Management Group
Michigan
$713K – – –
IGWM
1325
ICA Group Wealth Management
Colorado
$706K +$12.2K +50 +2%
51 52
53
54 55