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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1526
Barton Investment Management
Pennsylvania
$345K – – –
HWIS
1527
Hancock Whitney Investment Services
Louisiana
$345K +$329K +1,453 New
DIA
1528
Dana Investment Advisors
Wisconsin
$344K – – –
AL
1529
Aspiriant LLC
California
$344K +$316K +1,394 New
FUBT
1530
First United Bank & Trust
Maryland
$342K -$226 -1 -0.1%
GA
1531
Geller Advisors
New York
$341K +$679 +3 +0.2%
AC
1532
Apella Capital
Connecticut
$341K +$6.34K +28 +2%
CWM
1533
Concentric Wealth Management
California
$340K -$7.92K -35 -2%
DGAM
1534
Desjardins Global Asset Management
Quebec, Canada
$340K +$313K +1,382 New
CANY
1535
Caxton Associates (New York)
New York
$339K -$1.33M -5,891 -81%
CFN
1536
Cordasco Financial Network
Florida
$339K – – –
DWM
1537
Destination Wealth Management
California
$338K -$11.3K -50 -4%
SSI
1538
Scott & Selber Inc
Texas
$338K – – –
RSWM
1539
Robertson Stephens Wealth Management
California
$337K +$52.8K +233 +21%
ESBC
1540
E.S. Barr & Co
Kentucky
$335K – – –
FDCC
1541
Foster Dykema Cabot & Co
Massachusetts
$334K – – –
PPWM
1542
PFG Private Wealth Management
Florida
$334K +$2.26K +10 +0.7%
TCM
1543
Telos Capital Management
California
$330K – – –
BWP
1544
Bernardo Wealth Planning
Pennsylvania
$329K -$31.2K -138 -9%
AA
1545
Alesco Advisors
New York
$329K – – –
SAM
1546
Silphium Asset Management
United Kingdom
$328K -$276K -1,221 -48%
MFW
1547
Mosaic Family Wealth
Missouri
$327K -$11.5K -51 -4%
MAM
1548
Marotta Asset Management
Virginia
$325K – – –
SFC
1549
SYM Financial Corp
Indiana
$324K -$2.26K -10 -0.8%
CWM
1550
Chesapeake Wealth Management
Virginia
$322K +$33.5K +148 +13%
60 61
62
63 64