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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1426
Destination Wealth Management
California
$264K – – –
IC
1427
Intersect Capital
California
$264K +$246K +1,496 New
SFG
1428
SNS Financial Group
Minnesota
$263K -$12.8K -78 -5%
JWBC
1429
John W. Bristol & Co
New York
$263K – – –
BWM
1430
Baystate Wealth Management
Massachusetts
$262K -$43.4K -264 -15%
NCM
1431
Novare Capital Management
North Carolina
$262K -$41.1K -250 -14%
PWA
1432
Providence Wealth Advisors
Illinois
$262K – – –
WP
1433
WealthSource Partners
California
$261K -$40.6K -247 -14%
FC
1434
FCA Corp
Texas
$261K – – –
GSC
1435
G&S Capital
Colorado
$260K -$3.78K -23 -2%
BAM
1436
Beaumont Asset Management
Texas
$260K – – –
CVM
1437
Cheviot Value Management
California
$260K – – –
PF
1438
Phoenix Financial
Israel
$260K +$246K +1,496 New
AA
1439
Alesco Advisors
New York
$259K +$241K +1,469 New
HR
1440
Howe & Rusling
New York
$258K -$364K -2,216 -60%
FNT
1441
First Nebraska Trust
Nebraska
$255K +$238K +1,450 New
MWM
1442
Mission Wealth Management
California
$254K +$236K +1,439 New
LWM
1443
Laidlaw Wealth Management
New York
$254K +$237K +1,443 New
IFG
1444
Independent Financial Group
California
$251K -$64.7K -394 -22%
DSC
1445
Duncker Streett & Co
Missouri
$251K +$49.3K +300 +27%
DSAM
1446
Dock Street Asset Management
Florida
$250K +$233K +1,421 New
CWM
1447
Concentric Wealth Management
California
$249K +$232K +1,412 New
DIA
1448
Dana Investment Advisors
Wisconsin
$249K +$232K +1,415 New
PIM
1449
Perpetual Investment Management
Australia
$249K +$235K +1,432 New
SB
1450
Strategic Blueprint
Georgia
$248K -$2.63M -16,043 -92%
56 57
58
59 60