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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1401
SevenBridge Financial Group
Pennsylvania
$288K – – –
EBSAM
1402
Eubel Brady & Suttman Asset Management
Ohio
$288K +$265K +1,526 New
SAA
1403
Southeast Asset Advisors
Georgia
$287K – – –
W
1404
WealthStone
Ohio
$287K +$22.9K +132 +9%
CWP
1405
CFM Wealth Partners
Texas
$286K – – –
SBL
1406
Sargent Bickham Lagudis
Colorado
$285K – – –
SB
1407
Strategic Blueprint
Georgia
$285K +$18.2K +105 +7%
IFG
1408
Independent Financial Group
California
$285K +$14.4K +83 +6%
PWA
1409
Providence Wealth Advisors
Illinois
$284K – – –
IC
1410
Intersect Capital
California
$284K +$1.91K +11 +0.7%
CSPAM
1411
Cary Street Partners Asset Management
Virginia
$284K +$52.1K +300 +25%
PP
1412
Patron Partners
Texas
$284K +$262K +1,512 New
DA
1413
DSC Advisors
Illinois
$283K -$70.5K -406 -21%
FFA
1414
Founders Financial Alliance
North Carolina
$283K -$12.1K -70 -5%
GAB
1415
German American Bancorp
Indiana
$283K +$17.4K +100 +7%
QP
1416
Quilter Plc
United Kingdom
$282K -$86.8K -500 -25%
DWM
1417
Destination Wealth Management
California
$282K – – –
SFG
1418
SNS Financial Group
Minnesota
$282K – – –
BWM
1419
Baystate Wealth Management
Massachusetts
$282K +$1.04K +6 +0.4%
JWBC
1420
John W. Bristol & Co
New York
$281K – – –
CBA
1421
Coastal Bridge Advisors
Connecticut
$281K +$259K +1,491 New
RM
1422
Resource Management
Louisiana
$280K -$11.8K -68 -4%
FC
1423
FCA Corp
Texas
$280K – – –
BAM
1424
Beaumont Asset Management
Texas
$278K – – –
GSC
1425
G&S Capital
Colorado
$278K – – –
55 56
57
58 59