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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1601
HighMark Wealth Management
Minnesota
$158K – – –
HFM
1602
Harvest Fund Management
China
$157K +$88.2K +428 +120%
SWA
1603
SOA Wealth Advisors
New York
$156K – – –
SN
1604
Sittner & Nelson
Oregon
$155K – – –
DOA
1605
D'Orazio & Associates
Virginia
$155K +$50.3K +244 +46%
VCM
1606
Versant Capital Management
Arizona
$147K +$206 +1 +0.1%
ETI
1607
Enterprise Trust & Investment
California
$140K – – –
ODG
1608
O'Dell Group
Ohio
$135K +$139K +675 New
NIM
1609
NuWave Investment Management
New Jersey
$133K +$137K +663 New
CT
1610
Clearstead Trust
Maine
$129K +$70.7K +343 +114%
CAM
1611
CenterStar Asset Management
Illinois
$128K – – –
SIAP
1612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$120K -$5.97K -29 -5%
TWM
1613
Tradition Wealth Management
Minnesota
$120K – – –
BIP
1614
Blueprint Investment Partners
North Carolina
$120K +$123K +599 New
AA
1615
Addison Advisors
Vermont
$119K – – –
SCM
1616
Silvant Capital Management
Georgia
$118K – – –
MCM
1617
MV Capital Management
Maryland
$117K +$7.62K +37 +7%
CPC
1618
Consolidated Planning Corp
Georgia
$116K +$119K +579 New
LPIC
1619
LeJeune Puetz Investment Counsel
Michigan
$116K +$119K +579 New
ACM
1620
Antonetti Capital Management
Florida
$115K +$118K +575 New
RIM
1621
Rockbridge Investment Management
New York
$111K – – –
NFSG
1622
Newbridge Financial Services Group
Florida
$108K +$206 +1 +0.2%
COCM
1623
Charter Oak Capital Management
New Hampshire
$103K – – –
JFA
1624
JNBA Financial Advisors
Minnesota
$97K – – –
HWA
1625
HHM Wealth Advisors
Tennessee
$94K – – –
63 64
65
66 67