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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
1401
Desjardins Global Asset Management
Quebec, Canada
$516K -$309K -1,267 -37%
CIS
1402
Connors Investor Services
Pennsylvania
$516K – – –
KWM
1403
Keebeck Wealth Management
Illinois
$516K – – –
CSWG
1404
Cardinal Strategic Wealth Guidance
Kentucky
$515K – – –
MCM
1405
McRae Capital Management
New Jersey
$514K +$731 +3 +0.1%
WBCM
1406
Wilson & Boucher Capital Management
California
$514K – – –
LC
1407
Lincoln Capital
Nebraska
$511K – – –
VT
1408
Vise Technologies
New York
$511K -$29K -119 -5%
CAAS
1409
Capital Asset Advisory Services
Michigan
$508K +$17.3K +71 +4%
WP
1410
WealthSource Partners
California
$508K +$244 +1 +0%
DWMG
1411
DB Wealth Management Group
California
$506K – – –
WSCM
1412
Wellington Shields Capital Management
New York
$505K – – –
BA
1413
Ballast Advisors
Minnesota
$505K +$512K +2,101 New
VVP
1414
Venture Visionary Partners
Ohio
$505K – – –
WWM
1415
Western Wealth Management
Colorado
$501K -$7.32K -30 -1%
SIC
1416
Samalin Investment Counsel
New York
$499K -$26.3K -108 -5%
PAA
1417
Peregrine Asset Advisers
Oregon
$499K +$506K +2,076 New
SIC
1418
Shoker Investment Counsel
Ohio
$499K +$2.93K +12 +0.6%
WFAG
1419
Wescott Financial Advisory Group
Pennsylvania
$499K -$39K -160 -7%
PGIM
1420
Pacific Global Investment Management
California
$498K -$71K -291 -12%
SPWM
1421
Spartan Planning & Wealth Management
North Carolina
$498K +$504K +2,069 New
BFA
1422
Buttonwood Financial Advisors
Maryland
$497K -$8.78K -36 -2%
AA
1423
AlphaQ Advisors
Florida
$495K -$38.8K -159 -7%
BP
1424
BBR Partners
New York
$494K +$4.88K +20 +1%
PPP
1425
Private Portfolio Partners
New Jersey
$494K +$24.6K +101 +5%
55 56
57
58 59