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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1651
Shakespeare Wealth Management
Wisconsin
$532K – – –
AFW
1652
Avantra Family Wealth
Pennsylvania
$531K – – –
HFS
1653
Howard Financial Services
Texas
$530K +$11.5K +38 +2%
LAM
1654
L2 Asset Management
Massachusetts
$529K +$48K +159 +10%
FWA
1655
Flagship Wealth Advisors
Massachusetts
$529K – – –
RIL
1656
Rothschild Investment LLC
Illinois
$529K +$1.21K +4 +0.2%
PCS
1657
Personal CFO Solutions
New Jersey
$528K +$23.5K +78 +5%
CAWM
1658
Capital Advisors Wealth Management
Washington
$527K +$45.2K +150 +10%
JTWM
1659
Jackson Thornton Wealth Management
Alabama
$527K +$541K +1,795 New
AMM
1660
American Money Management
California
$526K -$4.53K -15 -0.9%
BB
1661
Burford Brothers
Texas
$526K +$1.21K +4 +0.2%
FNBOMD
1662
First National Bank of Mount Dora
Florida
$525K -$352K -1,167 -40%
SAM
1663
Sawgrass Asset Management
Florida
$525K – – –
VVP
1664
Venture Visionary Partners
Ohio
$523K +$6.33K +21 +1%
BRM
1665
Boston Research & Management
Massachusetts
$523K – – –
PTC
1666
Philadelphia Trust Company
Pennsylvania
$522K – – –
EA
1667
Everpar Advisors
Oklahoma
$520K -$80.2K -266 -14%
SCP
1668
Sandhill Capital Partners
New York
$519K – – –
RIG
1669
RiverFront Investment Group
Virginia
$518K +$22.6K +75 +5%
NFC
1670
Northstar Financial Companies
Pennsylvania
$518K – – –
JWA
1671
JFS Wealth Advisors
Pennsylvania
$517K -$5.13K -17 -1%
FC
1672
Farringdon Capital
United Kingdom
$516K +$106K +350 +26%
AIA
1673
AIMZ Investment Advisors
California
$515K – – –
NWM
1674
Napa Wealth Management
California
$515K +$508K +1,685 New
FMLI
1675
Fukoku Mutual Life Insurance
Japan
$515K – – –
65 66
67
68 69