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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1351
AFT Forsyth & Company
Florida
$504K – – –
IGWM
1352
ICA Group Wealth Management
Colorado
$502K -$16.9K -75 -3%
WA
1353
Waverly Advisors
Alabama
$501K -$6.09K -27 -1%
EWA
1354
Etesian Wealth Advisors
Oregon
$499K -$902 -4 -0.2%
WP
1355
WealthSource Partners
California
$498K +$451 +2 +0.1%
GSB
1356
Greenfield Savings Bank
Massachusetts
$496K -$77.8K -345 -13%
OCPWS
1357
One Charles Private Wealth Services
Massachusetts
$496K -$12.2K -54 -2%
PCS
1358
Personal CFO Solutions
New Jersey
$495K +$8.35K +37 +2%
GLR
1359
Great Lakes Retirement
Ohio
$495K -$841K -3,726 -63%
TWM
1360
Tolleson Wealth Management
Texas
$494K – – –
CT
1361
Colonial Trust
South Carolina
$494K +$332K +1,470 +197%
FCIM
1362
Fairview Capital Investment Management
California
$492K – – –
SHGA
1363
Sand Hill Global Advisors
California
$491K -$8.57K -38 -2%
HIG
1364
Heritage Investment Group
Florida
$490K +$9.25K +41 +2%
WWM
1365
Western Wealth Management
Colorado
$489K +$27.3K +121 +6%
OCG
1366
Opus Capital Group
Ohio
$489K -$5.87K -26 -1%
FB
1367
Fulton Bank
Pennsylvania
$488K -$12.2K -54 -2%
RZH
1368
Relyea Zuckerberg Hanson
Connecticut
$487K -$113K -501 -19%
TCBWMS
1369
Texas Capital Bank Wealth Management Services
Texas
$486K -$20.3K -90 -4%
PCM
1370
Penserra Capital Management
California
$485K – – –
WFAG
1371
Wescott Financial Advisory Group
Pennsylvania
$484K -$18.3K -81 -4%
AT
1372
Avalon Trust
New Mexico
$483K +$490K +2,171 New
CAMG
1373
CWA Asset Management Group
Florida
$482K -$58.4K -259 -11%
FA
1374
Financial Advisors
Massachusetts
$482K – – –
FA
1375
Faithward Advisors
Pennsylvania
$481K +$518K +2,294 New
53 54
55
56 57