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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1526
Traphagen Investment Advisors
New Jersey
$216K +$263K +1,515 New
SP
1527
Successful Portfolios
Florida
$214K +$197K +1,135 New
SFP
1528
Shepherd Financial Partners
Massachusetts
$213K +$196K +1,128 New
EIM
1529
Essex Investment Management
Massachusetts
$212K – – –
TNBTD
1530
Trustmark National Bank Trust Department
Mississippi
$212K +$195K +1,125 New
CPA
1531
Capital Planning Advisors
California
$211K -$744K -4,285 -79%
SAM
1532
Summit Asset Management
Tennessee
$211K +$194K +1,120 New
AFG
1533
Allegheny Financial Group
Pennsylvania
$211K +$195K +1,121 New
NP
1534
NorthRock Partners
Minnesota
$210K -$34K -196 -15%
PPWM
1535
PFG Private Wealth Management
Florida
$210K +$193K +1,114 New
PS
1536
Portfolio Strategies
New York
$210K +$193K +1,114 New
AWM
1537
Act Wealth Management
Texas
$209K -$15.8K -91 -8%
NJBEST
1538
New Jersey Better Educational Savings Trust
New Jersey
$209K +$192K +1,109 New
RIL
1539
Rothschild Investment LLC
Illinois
$208K +$191K +1,103 New
RPA
1540
Rock Point Advisors
Vermont
$208K +$192K +1,105 New
1IA
1541
1834 Investment Advisors
Wisconsin
$207K – – –
AIM
1542
AMI Investment Management
Indiana
$207K +$191K +1,100 New
GI
1543
GAMCO Investors
Connecticut
$207K +$191K +1,100 New
CC
1544
Cipher Capital
New York
$206K +$190K +1,093 New
TIM
1545
Thompson Investment Management
Wisconsin
$205K +$189K +1,087 New
HFA
1546
High Falls Advisors
New York
$204K +$188K +1,083 New
ZCM
1547
Ziegler Capital Management
Illinois
$204K +$188K +1,083 New
WGAM
1548
Wilkinson Global Asset Management
New York
$204K +$188K +1,085 New
FHC
1549
First Heartland Consultants
Missouri
$203K -$22K -127 -11%
SDWMA
1550
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$187K +1,075 New
60 61
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63 64