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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1701
Dana Investment Advisors
Wisconsin
$397K +$118K +442 +40%
NO
1702
Ninety One
South Africa
$395K – – –
SEIA
1703
Signature Estate & Investment Advisors
California
$395K +$1.6K +6 +0.4%
BFA
1704
Buttonwood Financial Advisors
Maryland
$395K – – –
AA
1705
Alta Advisers
United Kingdom
$394K -$117K -440 -22%
NAS
1706
Nicolet Advisory Services
Wisconsin
$393K -$66.8K -251 -14%
BAM
1707
Bayshore Asset Management
Florida
$391K -$42.1K -158 -9%
CIS
1708
Connors Investor Services
Pennsylvania
$391K -$112K -419 -20%
AWM
1709
Accurate Wealth Management
Florida
$389K +$49.2K +185 +14%
EAM
1710
Evanson Asset Management
California
$389K +$7.45K +28 +2%
BOJHT
1711
Bank of Jackson Hole Trust
Wyoming
$388K +$84.1K +316 +26%
IFWM
1712
Institute for Wealth Management
Colorado
$388K +$10.1K +38 +3%
LJAC
1713
L.J. Altfest & Co
New York
$388K +$2.4K +9 +0.6%
SFS
1714
Security Financial Services
Indiana
$385K -$2.66K -10 -0.7%
DA
1715
Detalus Advisors
Missouri
$385K -$13.3K -50 -3%
SP
1716
SmartHarvest Portfolios
Washington
$385K +$398K +1,495 New
IF
1717
Intrua Financial
Texas
$384K -$9.85K -37 -2%
SWM
1718
Seaside Wealth Management
California
$383K +$1.6K +6 +0.4%
SSG
1719
Summit Securities Group
New York
$383K +$361K +1,355 +1,027%
RIA
1720
Richwood Investment Advisors
Ohio
$382K – – –
SF
1721
Sun Financial
Utah
$381K +$395K +1,482 New
PCP
1722
Proficio Capital Partners
Massachusetts
$380K -$15.7K -59 -4%
CCA
1723
Childress Capital Advisors
Texas
$380K -$44.7K -168 -10%
LIM
1724
Longfellow Investment Management
Massachusetts
$380K – – –
TCM
1725
Tandem Capital Management
New Jersey
$379K – – –
67 68
69
70 71