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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1426
First Western Trust Bank
Colorado
$837K -$302 -1 -0%
FHA
1427
Flagship Harbor Advisors
Massachusetts
$836K +$13K +43 +2%
TL
1428
Tradewinds LLC
North Carolina
$833K -$20.8K -69 -2%
AIC
1429
Argus Investors Counsel
New York
$833K -$271K -900 -25%
WC
1430
Waterloo Capital
Texas
$832K +$207K +687 +34%
MWM
1431
Meridian Wealth Management
Kentucky
$832K -$25.3K -84 -3%
MSR
1432
Main Street Research
Connecticut
$832K -$217K -719 -21%
KCAM
1433
Kagan Cocozza Asset Management
New Jersey
$825K -$29K -96 -3%
EIA
1434
Edgemoor Investment Advisors
Maryland
$825K – – –
SAM
1435
Synergy Asset Management
Washington
$821K – – –
RB
1436
Rodgers Brothers
Pennsylvania
$821K – – –
BIA
1437
BHK Investment Advisors
Alabama
$818K +$61.8K +205 +8%
SWM
1438
Spire Wealth Management
Virginia
$816K -$41.9K -139 -5%
GWMR
1439
GC Wealth Management RIA
Massachusetts
$812K +$13.9K +46 +2%
VCM
1440
Vision Capital Management
Oregon
$811K +$302K +1,000 +60%
JWM
1441
Jeppson Wealth Management
California
$809K -$6.03K -20 -0.7%
CA
1442
Cornerstone Advisory
Maryland
$809K +$7.24K +24 +0.9%
SWM
1443
SeaCrest Wealth Management
New York
$808K +$38.3K +127 +5%
SFM
1444
Signet Financial Management
New Jersey
$808K -$76.3K -253 -9%
PFSC
1445
Peoples Financial Services Corp
Pennsylvania
$807K -$37.7K -125 -5%
MAMG
1446
Milestone Asset Management Group
Connecticut
$807K +$3.92K +13 +0.5%
SB
1447
Sunflower Bank
Texas
$804K -$4.83K -16 -0.6%
NAMNJ
1448
NorthStar Asset Management (New Jersey)
New Jersey
$802K – – –
RWM
1449
Revisor Wealth Management
Ohio
$800K +$452K +1,499 +135%
WPIC
1450
White Pine Investment Company
Michigan
$800K -$98.6K -327 -11%
56 57
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