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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Chesapeake Wealth Management
Virginia
$232K -$1.03K -5 -0.4%
GCM
1527
Gables Capital Management
Florida
$231K – – –
MFS
1528
Madrona Financial Services
Washington
$231K – – –
NFG
1529
Next Financial Group
Texas
$231K +$48.8K +237 +26%
WAM
1530
Weatherly Asset Management
California
$230K -$10.3K -50 -4%
LC
1531
Landaas & Company
Wisconsin
$230K – – –
SP
1532
Successful Portfolios
Florida
$227K -$412 -2 -0.2%
RSWM
1533
Robertson Stephens Wealth Management
California
$226K -$67.8K -329 -23%
GAM
1534
Gould Asset Management
California
$226K – – –
EIM
1535
Essex Investment Management
Massachusetts
$225K – – –
TNBTD
1536
Trustmark National Bank Trust Department
Mississippi
$225K – – –
SAM
1537
Summit Asset Management
Tennessee
$224K – – –
KP
1538
Keel Point
Alabama
$223K -$6.38K -31 -3%
SEIA
1539
Signature Estate & Investment Advisors
California
$223K +$229K +1,114 New
NJBEST
1540
New Jersey Better Educational Savings Trust
New Jersey
$222K – – –
RPA
1541
Rock Point Advisors
Vermont
$221K – – –
RIL
1542
Rothschild Investment LLC
Illinois
$221K – – –
TPWA
1543
TRUE Private Wealth Advisors
Oregon
$221K – – –
1IA
1544
1834 Investment Advisors
Wisconsin
$220K – – –
AWM
1545
Act Wealth Management
Texas
$220K – – –
AIM
1546
AMI Investment Management
Indiana
$220K – – –
FAG
1547
Financial Advisory Group
Texas
$219K +$9.68K +47 +4%
JIP
1548
Jaffetilchin Investment Partners
Florida
$218K -$20K -97 -8%
TIM
1549
Thompson Investment Management
Wisconsin
$217K – – –
WGAM
1550
Wilkinson Global Asset Management
New York
$217K – – –
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