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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1876
Legacy Private Trust
Wisconsin
$353K +$348K +1,155 New
LI
1877
LRI Investments
Florida
$351K – – –
FA
1878
Fountainhead AM
New Jersey
$351K +$18.4K +61 +6%
TIM
1879
Thompson Investment Management
Wisconsin
$350K – – –
MFS
1880
Madrona Financial Services
Washington
$350K +$1.21K +4 +0.3%
GPA
1881
Garrison Point Advisors
California
$350K +$36.8K +122 +12%
WWM
1882
Waterway Wealth Management
Texas
$350K +$26.5K +88 +8%
SAG
1883
SageView Advisory Group
California
$350K +$6.64K +22 +2%
CAM
1884
Cidel Asset Management
Ontario, Canada
$348K – – –
SAM
1885
Summit Asset Management
Tennessee
$347K – – –
NFGCM
1886
Norman Fields Gottscho Capital Management
New York
$347K – – –
BWM
1887
Baron Wealth Management
Michigan
$346K +$50.7K +168 +17%
BFA
1888
Brendel Financial Advisors
New Hampshire
$345K – – –
IFS
1889
Ifrah Financial Services
Arkansas
$345K -$29.3K -97 -8%
AWM
1890
Accurate Wealth Management
Florida
$344K +$47.1K +156 +16%
CA
1891
Claris Advisors
Missouri
$344K +$25.3K +84 +8%
1WA
1892
180 Wealth Advisors
Washington
$343K -$3.02K -10 -0.9%
HBW
1893
Hazlett, Burt & Watson
West Virginia
$342K – – –
EC
1894
EntryPoint Capital
New York
$342K +$337K +1,118 New
NAG
1895
Northstar Advisory Group
New Jersey
$341K +$337K +1,116 New
WFA
1896
Websterrogers Financial Advisors
South Carolina
$341K – – –
FAIM
1897
Financial Advocates Investment Management
Washington
$341K -$1.98M -6,577 -86%
FPCP
1898
Fort Point Capital Partners
California
$340K -$37.1K -123 -10%
JIP
1899
Jaffetilchin Investment Partners
Florida
$339K -$1.51K -5 -0.4%
PCA
1900
Peddock Capital Advisors
Massachusetts
$337K +$2.11K +7 +0.6%
74 75
76
77 78