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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
1501
American Trust Investment Advisors
New Hampshire
$713K -$15.1K -50 -2%
HWMG
1502
Hurlow Wealth Management Group
Indiana
$710K -$16.9K -56 -2%
CG
1503
Castellan Group
Kentucky
$709K +$700K +2,322 New
RAM
1504
Readystate Asset Management
Illinois
$707K +$698K +2,315 New
FB
1505
Fulton Bank
Pennsylvania
$707K -$4.22K -14 -0.6%
1C
1506
111 Capital
France
$705K +$7.54K +25 +1%
SHGA
1507
Sand Hill Global Advisors
California
$699K +$9.35K +31 +1%
BMM
1508
Buffington Mohr McNeal
Idaho
$699K – – –
PWM
1509
PBMares Wealth Management
Virginia
$696K -$3.92K -13 -0.6%
OWP
1510
Obermeyer Wealth Partners
Colorado
$696K – – –
PC
1511
Promus Capital
Illinois
$693K +$35.6K +118 +5%
NB
1512
Northwest Bancshares
Pennsylvania
$691K – – –
CCP
1513
Clarkston Capital Partners
Michigan
$690K – – –
VAM
1514
Verity Asset Management
North Carolina
$689K +$337K +1,118 +98%
AC
1515
AlphaCore Capital
California
$688K +$676K +2,240 New
EFG
1516
Ethos Financial Group
Pennsylvania
$686K – – –
CCA
1517
Cobblestone Capital Advisors
New York
$684K -$1.21K -4 -0.2%
IA
1518
Inspire Advisors
Idaho
$684K +$675K +2,239 New
LI
1519
LMCG Investments
Massachusetts
$679K – – –
TSWM
1520
Tyler-Stone Wealth Management
Ohio
$678K +$603 +2 +0.1%
BWA
1521
BlueChip Wealth Advisors
Georgia
$677K – – –
TWM
1522
Tolleson Wealth Management
Texas
$677K – – –
CFP
1523
Catalyst Financial Partners
Massachusetts
$676K +$25.3K +84 +4%
SIM
1524
Stratos Investment Management
Ohio
$674K +$91.7K +304 +16%
HP
1525
Haven Private
Florida
$672K -$23.5K -78 -3%
59 60
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