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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Salem Investment Counselors
North Carolina
$764K +$81.3K +275 +12%
SFS
1427
Strategic Financial Services
New York
$760K – – –
WIM
1428
WealthPlan Investment Management
Nebraska
$758K -$30.7K -104 -4%
LWAM
1429
Legacy Wealth Asset Management
Minnesota
$757K -$10.3K -35 -1%
BAM
1430
Brave Asset Management
New Jersey
$756K -$115K -389 -13%
S
1431
Sunpointe
Missouri
$755K +$2.96K +10 +0.4%
CWA
1432
CJM Wealth Advisers
Virginia
$753K +$1.48K +5 +0.2%
BIG
1433
Brooklyn Investment Group
New York
$752K +$1.18K +4 +0.2%
SAW
1434
Signal Advisors Wealth
Michigan
$749K +$87.2K +295 +13%
LCM
1435
LVM Capital Management
Michigan
$749K – – –
AC
1436
Avestar Capital
New York
$748K +$107K +363 +17%
HKIM
1437
Hayek Kallen Investment Management
Alabama
$746K – – –
ACM
1438
Argyle Capital Management
Pennsylvania
$744K -$1.18K -4 -0.2%
TFA
1439
TPG Financial Advisors
Oregon
$743K – – –
MA
1440
MCF Advisors
Kentucky
$742K +$35.2K +119 +5%
DC
1441
DeDora Capital
California
$740K -$13.3K -45 -2%
PMFA
1442
Plante Moran Financial Advisors
Michigan
$738K +$6.21K +21 +0.8%
SWM
1443
SeaCrest Wealth Management
New York
$737K +$15.4K +52 +2%
EFA
1444
Evernest Financial Advisors
Indiana
$736K +$6.8K +23 +0.9%
CCT
1445
Chemung Canal Trust
New York
$735K – – –
FCIM
1446
Fairview Capital Investment Management
California
$734K +$18.3K +62 +3%
WAM
1447
Wolverine Asset Management
Illinois
$732K -$591K -2,000 -44%
EWA
1448
EverSource Wealth Advisors
Alabama
$728K +$44.6K +151 +6%
IFWM
1449
Institute for Wealth Management
Colorado
$728K +$43.1K +146 +6%
MAM
1450
MWA Asset Management
Massachusetts
$726K +$5.02K +17 +0.7%
56 57
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