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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1376
Strategic Financial Services
New York
$619K – – –
EB
1377
Eastern Bank
Massachusetts
$619K – – –
GFP
1378
Gryphon Financial Partners
Ohio
$619K +$115K +468 +22%
WWM
1379
Western Wealth Management
Colorado
$619K +$156K +634 +32%
DC
1380
DeDora Capital
California
$614K -$9.33K -38 -1%
VT
1381
Vise Technologies
New York
$614K +$216K +881 +52%
SWP
1382
Summit Wealth Partners
Florida
$611K – – –
LCM
1383
LVM Capital Management
Michigan
$611K +$3.44K +14 +0.6%
EFA
1384
Evernest Financial Advisors
Indiana
$610K +$8.59K +35 +1%
FIBT
1385
First International Bank & Trust
North Dakota
$609K – – –
HKIM
1386
Hayek Kallen Investment Management
Alabama
$609K – – –
TFA
1387
TPG Financial Advisors
Oregon
$606K +$623K +2,539 New
BFG
1388
Beacon Financial Group
Texas
$606K -$24.3K -99 -4%
FHA
1389
Flagship Harbor Advisors
Massachusetts
$605K -$1.96K -8 -0.3%
CWA
1390
CJM Wealth Advisers
Virginia
$605K – – –
DF
1391
Donoghue Forlines
Massachusetts
$602K +$2.21K +9 +0.4%
PWPS
1392
Pinnacle Wealth Planning Services
Ohio
$599K +$127K +517 +26%
PMFA
1393
Plante Moran Financial Advisors
Michigan
$597K -$31.2K -127 -5%
HVP
1394
Hudson Value Partners
Florida
$597K – – –
VI
1395
Versor Investments
New York
$597K +$133K +543 +28%
CUAMC
1396
China Universal Asset Management Company
China
$590K +$149K +608 +33%
BIA
1397
BHK Investment Advisors
Alabama
$590K -$12.3K -50 -2%
TPWA
1398
TRUE Private Wealth Advisors
Oregon
$587K +$35.1K +143 +6%
SWM
1399
SeaCrest Wealth Management
New York
$586K +$27.3K +111 +5%
SP
1400
Symmetry Partners
Connecticut
$585K -$17.2K -70 -3%
54 55
56
57 58