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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1551
Old Second National Bank of Aurora
Illinois
$101K +$23.5K +142 +32%
EWM
1552
EPG Wealth Management
Georgia
$98K +$94.7K +572 New
CAL
1553
Capital Advisors Ltd
Ohio
$97K – – –
IRAG
1554
Investment Research & Advisory Group
Georgia
$96K +$92.9K +561 New
TPWA
1555
TRUE Private Wealth Advisors
Oregon
$96K +$93.2K +563 New
KFS
1556
Kelly Financial Services
Massachusetts
$95.9K – – –
APWM
1557
Atlas Private Wealth Management
New York
$95K +$92.4K +558 New
GCM
1558
Grisanti Capital Management
New York
$93K – – –
FWM
1559
FSA Wealth Management
Massachusetts
$90K +$87.8K +530 New
OIA
1560
Optimum Investment Advisors
Illinois
$85K – – –
PC
1561
Permanens Capital
New York
$85K – – –
KTC
1562
Kistler-Tiffany Companies
Pennsylvania
$84K -$44.7K -270 -35%
FPFS
1563
First Personal Financial Services
North Carolina
$83K +$8.78K +53 +12%
ONST
1564
Old North State Trust
North Carolina
$82K -$31.5K -190 -28%
NSIM
1565
North Star Investment Management
Illinois
$80K – – –
IFAM
1566
Institutional & Family Asset Management
Colorado
$80K +$2.32K +14 +3%
PFGIA
1567
Patriot Financial Group Insurance Agency
Massachusetts
$77K – – –
PCM
1568
Penserra Capital Management
California
$73K +$19.9K +120 +40%
TT
1569
TI-Trust
Illinois
$72K +$70.4K +425 New
PFO
1570
Pathstone Family Office
New Jersey
$71.7K +$1.99K +12 +3%
CLOS
1571
Compagnie Lombard Odier SCmA
Switzerland
$71K – – –
HL
1572
Harding Loevner
New Jersey
$71K – – –
ME
1573
McIlrath & Eck
Washington
$71K – – –
MWP
1574
Meridian Wealth Partners
Pennsylvania
$71K +$68.9K +416 New
LD
1575
Lipe & Dalton
New York
$70K – – –
61 62
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64 65