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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1501
Strategic Financial Services
New York
$584K – – –
MCM
1502
Maple Capital Management
Vermont
$582K -$8.52K -32 -1%
BFC
1503
Blue Fin Capital
Rhode Island
$582K -$181K -681 -23%
CCP
1504
Clarkston Capital Partners
Michigan
$581K – – –
MAM
1505
MWA Asset Management
Massachusetts
$578K -$123K -461 -17%
RW
1506
Rede Wealth
Virginia
$576K -$406K -1,526 -41%
AA
1507
Argent Advisors
Louisiana
$575K +$37K +139 +7%
PCM
1508
Penserra Capital Management
California
$574K -$6.12K -23 -1%
IFG
1509
Independent Financial Group
California
$573K -$83.1K -312 -12%
TWM
1510
Tolleson Wealth Management
Texas
$571K -$12.2K -46 -2%
PE
1511
PCM Encore
Colorado
$571K +$591K +2,219 New
BWA
1512
BlueChip Wealth Advisors
Georgia
$570K – – –
SSW
1513
Smith Shellnut Wilson
Mississippi
$569K -$78K -293 -12%
LI
1514
LMCG Investments
Massachusetts
$568K – – –
BRWA
1515
B. Riley Wealth Advisors
Florida
$568K -$38.9K -146 -6%
FFA
1516
Florida Financial Advisors
Florida
$565K -$1.03M -3,851 -64%
ACP
1517
Arcus Capital Partners
Georgia
$562K +$582K +2,186 New
PFSC
1518
Peoples Financial Services Corp
Pennsylvania
$560K – – –
TC
1519
TownSquare Capital
Utah
$558K -$1.71M -6,412 -75%
RSWM
1520
Robertson Stephens Wealth Management
California
$557K -$3.19K -12 -0.6%
FAM
1521
Fulcrum Asset Management
United Kingdom
$557K -$17K -64 -3%
AFC
1522
AFT Forsyth & Company
Florida
$556K – – –
KWM
1523
KFG Wealth Management
Indiana
$555K -$64.2K -241 -10%
SAM
1524
Sompo Asset Management
Japan
$553K -$176K -660 -23%
MWA
1525
Meridian Wealth Advisors
Texas
$552K -$115K -432 -17%
59 60
61
62 63