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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
1801
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
ACM
1802
Antonetti Capital Management
Florida
$125K -$5.35K -25 -4%
COCM
1803
Charter Oak Capital Management
New Hampshire
$117K – – –
TWA
1804
TCI Wealth Advisors
Arizona
$116K -$2.35K -11 -2%
TWM
1805
Tradition Wealth Management
Minnesota
$114K -$428 -2 -0.4%
CLOS
1806
Compagnie Lombard Odier SCmA
Switzerland
$111K -$87.1K -407 -46%
GWS
1807
Glassman Wealth Services
Virginia
$110K +$214 +1 +0.2%
NSIM
1808
North Star Investment Management
Illinois
$107K -$108K -506 -52%
HWA
1809
HHM Wealth Advisors
Tennessee
$107K – – –
MCM
1810
Manchester Capital Management
Vermont
$106K -$162K -756 -62%
JFA
1811
JNBA Financial Advisors
Minnesota
$106K -$4.28K -20 -4%
FCA
1812
FinTrust Capital Advisors
South Carolina
$106K +$80.9K +378 +425%
TSWM
1813
Tyler-Stone Wealth Management
Ohio
$105K +$3.85K +18 +4%
ZB
1814
Zions Bancorporation
Utah
$103K +$10.7K +50 +12%
DSC
1815
Duncker Streett & Co
Missouri
$102K -$107K -500 -53%
CTB
1816
Country Trust Bank
Illinois
$102K – – –
OSNBOA
1817
Old Second National Bank of Aurora
Illinois
$102K – – –
KFS
1818
Kelly Financial Services
Massachusetts
$102K – – –
CH
1819
Canton Hathaway
Rhode Island
$96K – – –
MFA
1820
McClarren Financial Advisors
Pennsylvania
$95K +$214 +1 +0.2%
KC
1821
Knuff & Co
California
$94K – – –
JWA
1822
JFS Wealth Advisors
Pennsylvania
$94K +$9.63K +45 +12%
FC
1823
Family CFO
California
$91K – – –
SIC
1824
SJS Investment Consulting
Ohio
$86K +$1.07K +5 +1%
BC
1825
Burleson & Co
California
$83K +$1.93K +9 +3%
71 72
73
74 75