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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1601
Norway Savings Bank
Maine
$64K – – –
MPWT
1602
MassMutual Private Wealth & Trust
Connecticut
$63K -$163K -995 -74%
MHR
1603
Matthew Hamilton Rosenberg
$63K – – –
OIA
1604
Optimum Investment Advisors
Illinois
$62K – – –
SFG
1605
Sowa Financial Group
Rhode Island
$61K – – –
VNA
1606
Valley National Advisers
Pennsylvania
$61K +$164 +1 +0.3%
FPFS
1607
First Personal Financial Services
North Carolina
$60K – – –
AWM
1608
Accel Wealth Management
Iowa
$60K +$56.2K +342 New
NC
1609
NewSquare Capital
Pennsylvania
$59K – – –
CBT
1610
Central Bank & Trust
Kentucky
$57K – – –
HS
1611
Horan Securities
United States
$57K +$6.57K +40 +14%
EWM
1612
Edge Wealth Management
New York
$56K -$3.29K -20 -6%
MCM
1613
Manchester Capital Management
Vermont
$56K +$2.3K +14 +5%
RWB
1614
RMR Wealth Builders
New Jersey
$56K +$52.1K +317 New
CFFP
1615
Center for Financial Planning
Michigan
$54K – – –
FFG
1616
Fortem Financial Group
California
$54K +$50.6K +308 New
CCA
1617
Catalyst Capital Advisors
New York
$53K -$985K -5,999 -95%
CT
1618
Clearstead Trust
Maine
$53K – – –
JWM
1619
Janiczek Wealth Management
Colorado
$53K – – –
TFO
1620
Tarbox Family Office
California
$53K – – –
YAL
1621
Your Advocates Ltd
Texas
$53K – – –
MF
1622
Manchester Financial
California
$52K +$14.5K +88 +43%
FMP
1623
Financial Management Professionals
Texas
$51K +$1.31K +8 +3%
ICP
1624
Interchange Capital Partners
Pennsylvania
$49K +$46.2K +281 New
GEA
1625
Glen Eagle Advisors
New Jersey
$48.6K +$1.97K +12 +5%
63 64
65
66 67