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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
1951
Hamilton Capital Partners (Canada)
$299K +$90.9K +296 +44%
EWS
1952
Evergreen Wealth Solutions
Pennsylvania
$299K +$4.3K +14 +1%
TFP
1953
Tilia Fiduciary Partners
North Carolina
$297K +$307 +1 +0.1%
PCM
1954
Polymer Capital Management
New York
$297K -$547K -1,781 -65%
JWBC
1955
John W. Bristol & Co
New York
$297K – – –
FFA
1956
First Foundation Advisors
California
$297K +$5.53K +18 +2%
WCM
1957
Winthrop Capital Management
Indiana
$296K +$295K +961 New
LFA
1958
Laraway Financial Advisors
Minnesota
$295K -$9.52K -31 -3%
SP
1959
Successful Portfolios
Florida
$294K -$614 -2 -0.2%
4WM
1960
49 Wealth Management
Texas
$294K -$921 -3 -0.3%
LIG
1961
Lokken Investment Group
Delaware
$293K +$921 +3 +0.3%
KFP
1962
KMG Fiduciary Partners
Ohio
$293K – – –
CB
1963
CNB Bank
Pennsylvania
$292K – – –
HBS
1964
Howard Bailey Securities
Indiana
$292K -$13.2K -43 -4%
WI
1965
Wedgewood Investors
Pennsylvania
$291K – – –
SCP
1966
Seizert Capital Partners
Michigan
$290K – – –
HFS
1967
Heritage Financial Services
Massachusetts
$289K +$307 +1 +0.1%
SSWM
1968
Smith Salley Wealth Management
North Carolina
$289K +$287K +936 New
ACS
1969
Archford Capital Strategies
Illinois
$288K +$5.53K +18 +2%
DWA
1970
Dorsey Wright & Associates
California
$287K +$286K +930 New
SAF
1971
Smith Anglin Financial
Texas
$287K -$2.46K -8 -0.9%
STFP
1972
Signal Tree Financial Partners
Ohio
$286K – – –
PAM
1973
PCG Asset Management
New Jersey
$285K +$284K +925 New
FMB
1974
Field & Main Bank
Kentucky
$285K -$20.6K -67 -7%
MWP
1975
Meridian Wealth Partners
Pennsylvania
$285K +$4.91K +16 +2%
77 78
79
80 81