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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Samalin Investment Counsel
New York
$205K +$198K +1,381 New
AA
1427
Alesco Advisors
New York
$204K -$30.5K -213 -13%
POIA
1428
Pin Oak Investment Advisors
Texas
$203K – – –
RCC
1429
Red Cedar Capital
Nebraska
$203K – – –
GCM
1430
Gables Capital Management
Florida
$202K – – –
NP
1431
NorthRock Partners
Minnesota
$202K +$194K +1,357 New
CHP
1432
Cable Hill Partners
Oregon
$201K +$193K +1,348 New
IC
1433
Intersect Capital
California
$201K +$194K +1,353 New
FI
1434
Fosun International
China
$201K +$197K +1,375 New
AC
1435
Asio Capital
Kentucky
$196K -$50.1K -350 -21%
PWP
1436
Principle Wealth Partners
Connecticut
$191K +$184K +1,288 New
CIA
1437
CSat Investment Advisory
Michigan
$188K +$15K +105 +9%
FCT
1438
Family Capital Trust
Massachusetts
$186K – – –
PP
1439
PDS Planning
Ohio
$186K +$179K +1,248 New
BWP
1440
Baldwin Wealth Partners
Massachusetts
$183K -$7.16K -50 -4%
LWA
1441
Lowe Wealth Advisors
Maryland
$181K – – –
IA
1442
IndexIQ Advisors
New York
$177K +$170K +1,186 New
SFSIG
1443
San Francisco Sentry Investment Group
California
$171K -$64.6K -451 -28%
DSC
1444
Duncker Streett & Co
Missouri
$168K – – –
LS
1445
Leelyn Smith
Illinois
$168K – – –
RBC
1446
Roble Belko & Company
Pennsylvania
$168K – – –
EIM
1447
Essex Investment Management
Massachusetts
$167K – – –
1IA
1448
1834 Investment Advisors
Wisconsin
$164K -$11.3K -79 -7%
SCA
1449
Stonebridge Capital Advisors
Minnesota
$162K – – –
CAGAS
1450
Capital Advisory Group Advisory Services
Minnesota
$153K +$142K +992 +3,006%
56 57
58
59 60