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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1776
Garde Capital
Washington
$200K – – –
FPCG
1777
Forum Private Client Group
Indiana
$200K +$189K +881 New
KFI
1778
Key Financial Inc
Pennsylvania
$194K – – –
IBOK
1779
Independence Bank of Kentucky
Kentucky
$192K +$68.5K +320 +61%
LS
1780
Leelyn Smith
Illinois
$188K – – –
ETI
1781
Enterprise Trust & Investment
California
$182K – – –
HWM
1782
HighMark Wealth Management
Minnesota
$180K – – –
SWA
1783
SOA Wealth Advisors
New York
$178K – – –
SN
1784
Sittner & Nelson
Oregon
$176K – – –
NFSG
1785
Newbridge Financial Services Group
Florida
$168K -$47.7K -223 -23%
VCM
1786
Versant Capital Management
Arizona
$165K -$1.93K -9 -1%
RIM
1787
Rockbridge Investment Management
New York
$164K – – –
CFO
1788
CVA Family Office
Colorado
$159K +$54.6K +255 +57%
BLC
1789
Brown, Lisle/Cummings
Rhode Island
$157K – – –
ODG
1790
O'Dell Group
Ohio
$154K – – –
MHR
1791
Matthew Hamilton Rosenberg
$152K -$14.8K -69 -9%
JWM
1792
Janiczek Wealth Management
Colorado
$151K +$15.2K +71 +12%
PFGIA
1793
Patriot Financial Group Insurance Agency
Massachusetts
$145K -$55K -257 -29%
C
1794
Covestor
United Kingdom
$145K +$61.7K +288 +83%
T
1795
TCWP
Ohio
$141K +$133K +620 New
WFA
1796
Wellspring Financial Advisors
Ohio
$139K +$131K +612 New
AA
1797
Addison Advisors
Vermont
$137K – – –
CT
1798
Clearstead Trust
Maine
$136K -$9.42K -44 -7%
CHA
1799
Carmichael Hill & Associates
Maryland
$134K -$43.9K -205 -26%
SCM
1800
Silvant Capital Management
Georgia
$134K – – –
70 71
72
73 74