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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1351
Baystate Wealth Management
Massachusetts
$244K -$17.8K -124 -7%
MFW
1352
Mosaic Family Wealth
Missouri
$244K – – –
HPWM
1353
Highland Private Wealth Management
Washington
$244K +$234K +1,637 New
CNB
1354
Camden National Bank
Maine
$243K -$859 -6 -0.4%
IWC
1355
Integrated Wealth Concepts
Massachusetts
$243K +$234K +1,631 New
TFF
1356
The Family Firm
Maryland
$243K +$234K +1,634 New
CFN
1357
Cordasco Financial Network
Florida
$242K -$71.6K -500 -24%
GA
1358
Gateway Advisory
New Jersey
$242K – – –
MAM
1359
Meeder Asset Management
Ohio
$242K +$47.7K +333 +26%
HR
1360
Hayden Royal
North Carolina
$240K -$265K -1,849 -54%
QI
1361
Qtron Investments
Massachusetts
$240K -$150K -1,048 -39%
AF
1362
Allworth Financial
California
$240K +$143 +1 +0.1%
SIA
1363
Starfire Investment Advisers
Michigan
$239K – – –
KFA
1364
Kelleher Financial Advisors
New York
$238K -$132K -920 -37%
WA
1365
Wheatland Advisors
Pennsylvania
$238K – – –
FAM
1366
Formidable Asset Management
Ohio
$238K +$229K +1,602 New
WP
1367
WealthSource Partners
California
$237K – – –
LWM
1368
Lenox Wealth Management
Ohio
$236K +$191K +1,331 +532%
IGGA
1369
Iron Gate Global Advisors
Utah
$236K +$228K +1,592 New
CASB
1370
Cape Ann Savings Bank
Massachusetts
$235K +$226K +1,578 New
WA
1371
Waverly Advisors
Alabama
$234K +$2.86K +20 +1%
AC
1372
Alexandria Capital
Virginia
$234K +$225K +1,569 New
AA
1373
ALPS Advisors
Colorado
$233K -$24.9K -174 -10%
ISWM
1374
Independent Solutions Wealth Management
New York
$233K +$224K +1,563 New
IFS
1375
Ifrah Financial Services
Arkansas
$232K -$4.73K -33 -2%
53 54
55
56 57