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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1526
Novare Capital Management
North Carolina
$233K -$3.3K -17 -1%
UTC
1527
Unified Trust Company
Kentucky
$233K – – –
CWM
1528
Chesapeake Wealth Management
Virginia
$232K – – –
SCA
1529
Stonebridge Capital Advisors
Minnesota
$231K -$3.89K -20 -2%
PCG
1530
Private Capital Group
Connecticut
$231K -$3.11K -16 -1%
SFP
1531
Shepherd Financial Partners
Massachusetts
$231K +$6.41K +33 +3%
MFS
1532
Madrona Financial Services
Washington
$230K – – –
GCM
1533
Gables Capital Management
Florida
$229K – – –
LC
1534
Landaas & Company
Wisconsin
$228K – – –
KP
1535
Keel Point
Alabama
$227K -$19.8K -102 -8%
SP
1536
Successful Portfolios
Florida
$225K – – –
GAM
1537
Gould Asset Management
California
$225K +$10.7K +55 +5%
AWA
1538
Arkadios Wealth Advisors
Georgia
$225K +$65.9K +339 +43%
TNBTD
1539
Trustmark National Bank Trust Department
Mississippi
$224K – – –
CC
1540
Cornerstone Capital
California
$224K +$9.91K +51 +5%
EIM
1541
Essex Investment Management
Massachusetts
$223K – – –
CPA
1542
Capital Planning Advisors
California
$222K -$972 -5 -0.4%
SAM
1543
Summit Asset Management
Tennessee
$222K – – –
PFGIA
1544
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$32.8K +169 +18%
AWM
1545
Act Wealth Management
Texas
$220K – – –
NJBEST
1546
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
RPA
1547
Rock Point Advisors
Vermont
$219K – – –
RIL
1548
Rothschild Investment LLC
Illinois
$219K – – –
TPWA
1549
TRUE Private Wealth Advisors
Oregon
$219K +$214K +1,102 New
WOSD
1550
WFA of San Diego
California
$218K -$16.1K -83 -7%
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