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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1851
Stablepoint Partners
Massachusetts
$227K +$227K +973 New
RIP
1852
RAM Investment Partners
Washington
$227K -$31K -133 -12%
KFP
1853
KMG Fiduciary Partners
Ohio
$223K – – –
FTIS
1854
First Trust Investment Solutions
Florida
$223K +$223K +957 New
MCM
1855
MV Capital Management
Maryland
$223K +$1.4K +6 +0.6%
GCM
1856
Gables Capital Management
Florida
$222K – – –
OL
1857
Optas LLC
Texas
$222K -$8.62K -37 -4%
SFP
1858
Sterling Financial Planning
New Jersey
$221K – – –
1IA
1859
1620 Investment Advisors
Massachusetts
$221K – – –
PP
1860
Paloma Partners
Connecticut
$221K +$221K +949 New
WA
1861
WESPAC Advisors
California
$221K – – –
CPA
1862
Capital Planning Advisors
California
$220K +$14.4K +62 +7%
WI
1863
Wedgewood Investors
Pennsylvania
$220K -$11.6K -50 -5%
SCP
1864
Seizert Capital Partners
Michigan
$219K – – –
ACS
1865
Archford Capital Strategies
Illinois
$218K +$9.55K +41 +5%
SIAP
1866
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K – – –
LA
1867
Latitude Advisors
Florida
$217K +$3.03K +13 +1%
FA
1868
Financial Avengers
California
$217K +$1.17K +5 +0.5%
FWM
1869
FMFE Wealth Management
New York
$216K +$216K +928 New
DWM
1870
Dechtman Wealth Management
Colorado
$216K +$1.17K +5 +0.5%
CFG
1871
Cooper Financial Group
California
$216K -$932 -4 -0.4%
LFA
1872
Longview Financial Advisors
Alabama
$215K +$215K +923 New
AIC
1873
Archer Investment Corporation
Indiana
$215K – – –
FFB
1874
First Financial Bankshares
Texas
$215K +$215K +923 New
AFS
1875
Annapolis Financial Services
Maryland
$214K – – –
73 74
75
76 77