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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1401
Mirova
France
$467K -$428 -2 -0.1%
EWM
1402
EPG Wealth Management
Georgia
$467K +$15.2K +71 +4%
F
1403
F3Logic
Minnesota
$465K +$437K +2,040 New
QP
1404
Quilter Plc
United Kingdom
$464K -$45.8K -214 -9%
CAMG
1405
CWA Asset Management Group
Florida
$463K +$6.42K +30 +1%
BDF
1406
Balasa Dinverno & Foltz
$462K -$158K -739 -27%
SFFS
1407
Stonehage Fleming Financial Services
Jersey
$460K – – –
ZCA
1408
Zeke Capital Advisors
Pennsylvania
$460K +$433K +2,021 New
NAG
1409
Northstar Advisory Group
New Jersey
$459K +$3.43K +16 +0.8%
SIC
1410
Shoker Investment Counsel
Ohio
$458K +$1.93K +9 +0.4%
GCM
1411
Graham Capital Management
Connecticut
$458K +$431K +2,015 New
MWM
1412
Mascoma Wealth Management
New Hampshire
$457K +$76.7K +358 +22%
AFG
1413
Albion Financial Group
Utah
$455K – – –
PC
1414
Permanens Capital
New York
$455K – – –
GLA
1415
Good Life Advisors
Pennsylvania
$451K +$12K +56 +3%
WA
1416
Waverly Advisors
Alabama
$450K +$8.14K +38 +2%
CWM
1417
Chronos Wealth Management
Florida
$448K – – –
PWPS
1418
Pinnacle Wealth Planning Services
Ohio
$446K +$102K +478 +32%
WEG
1419
World Equity Group
Illinois
$445K +$419K +1,956 New
CB
1420
Cadence Bank
Mississippi
$444K – – –
IP
1421
Isthmus Partners
Wisconsin
$443K – – –
FAFN
1422
First Affirmative Financial Network
Colorado
$443K +$34K +159 +9%
SIC
1423
Samalin Investment Counsel
New York
$442K +$79.6K +372 +24%
GA
1424
GraniteShares Advisors
New York
$441K +$415K +1,940 New
HFP
1425
Holistic Financial Partners
Indiana
$440K -$20.6K -96 -5%
55 56
57
58 59