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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1351
Destination Wealth Management
California
$244K -$41.1K -287 -15%
BWM
1352
Baystate Wealth Management
Massachusetts
$244K -$17.8K -124 -7%
MFW
1353
Mosaic Family Wealth
Missouri
$244K – – –
HPWM
1354
Highland Private Wealth Management
Washington
$244K +$234K +1,637 New
CNB
1355
Camden National Bank
Maine
$243K -$859 -6 -0.4%
IWC
1356
Integrated Wealth Concepts
Massachusetts
$243K +$234K +1,631 New
TFF
1357
The Family Firm
Maryland
$243K +$234K +1,634 New
CFN
1358
Cordasco Financial Network
Florida
$242K -$71.6K -500 -24%
GA
1359
Gateway Advisory
New Jersey
$242K – – –
MAM
1360
Meeder Asset Management
Ohio
$242K +$47.7K +333 +26%
HR
1361
Hayden Royal
North Carolina
$240K -$265K -1,849 -54%
QI
1362
Qtron Investments
Massachusetts
$240K -$150K -1,048 -39%
AF
1363
Allworth Financial
California
$240K +$143 +1 +0.1%
SIA
1364
Starfire Investment Advisers
Michigan
$239K – – –
KFA
1365
Kelleher Financial Advisors
New York
$238K -$132K -920 -37%
WA
1366
Wheatland Advisors
Pennsylvania
$238K – – –
FAM
1367
Formidable Asset Management
Ohio
$238K +$229K +1,602 New
WP
1368
WealthSource Partners
California
$237K – – –
LWM
1369
Lenox Wealth Management
Ohio
$236K +$191K +1,331 +532%
IGGA
1370
Iron Gate Global Advisors
Utah
$236K +$228K +1,592 New
CASB
1371
Cape Ann Savings Bank
Massachusetts
$235K +$226K +1,578 New
WA
1372
Waverly Advisors
Alabama
$234K +$2.86K +20 +1%
AC
1373
Alexandria Capital
Virginia
$234K +$225K +1,569 New
AA
1374
ALPS Advisors
Colorado
$233K -$24.9K -174 -10%
ISWM
1375
Independent Solutions Wealth Management
New York
$233K +$224K +1,563 New
53 54
55
56 57