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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1701
Signature Estate & Investment Advisors
California
$395K +$1.6K +6 +0.4%
BFA
1702
Buttonwood Financial Advisors
Maryland
$395K – – –
AA
1703
Alta Advisers
United Kingdom
$394K -$117K -440 -22%
NAS
1704
Nicolet Advisory Services
Wisconsin
$393K -$66.8K -251 -14%
BAM
1705
Bayshore Asset Management
Florida
$391K -$42.1K -158 -9%
CIS
1706
Connors Investor Services
Pennsylvania
$391K -$112K -419 -20%
AWM
1707
Accurate Wealth Management
Florida
$389K +$49.2K +185 +14%
EAM
1708
Evanson Asset Management
California
$389K +$7.45K +28 +2%
BOJHT
1709
Bank of Jackson Hole Trust
Wyoming
$388K +$84.1K +316 +26%
IFWM
1710
Institute for Wealth Management
Colorado
$388K +$10.1K +38 +3%
LJAC
1711
L.J. Altfest & Co
New York
$388K +$2.4K +9 +0.6%
SFS
1712
Security Financial Services
Indiana
$385K -$2.66K -10 -0.7%
DA
1713
Detalus Advisors
Missouri
$385K -$13.3K -50 -3%
SP
1714
SmartHarvest Portfolios
Washington
$385K +$398K +1,495 New
IF
1715
Intrua Financial
Texas
$384K -$9.85K -37 -2%
SWM
1716
Seaside Wealth Management
California
$383K +$1.6K +6 +0.4%
SSG
1717
Summit Securities Group
New York
$383K +$361K +1,355 +1,027%
RIA
1718
Richwood Investment Advisors
Ohio
$382K – – –
SF
1719
Sun Financial
Utah
$381K +$395K +1,482 New
PCP
1720
Proficio Capital Partners
Massachusetts
$380K -$15.7K -59 -4%
CCA
1721
Childress Capital Advisors
Texas
$380K -$44.7K -168 -10%
LIM
1722
Longfellow Investment Management
Massachusetts
$380K – – –
TCM
1723
Tandem Capital Management
New Jersey
$379K – – –
PCM
1724
Pennsylvania Capital Management
Pennsylvania
$379K -$158K -595 -29%
V
1725
ViaWealth
Kansas
$379K -$39.9K -150 -9%
67 68
69
70 71