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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1176
Portside Wealth Group
Utah
$974K -$80.4K -376 -8%
JIC
1177
Joel Isaacson & Co
New York
$974K -$2.35K -11 -0.3%
CG
1178
Corundum Group
Colorado
$974K +$12.2K +57 +1%
HCA
1179
Harbour Capital Advisors
Virginia
$973K – – –
TW
1180
TritonPoint Wealth
Maryland
$969K +$26.9K +126 +3%
AIM
1181
Advyzon Investment Management
Illinois
$968K +$175K +821 +23%
WWM
1182
Western Wealth Management
Colorado
$968K -$25.9K -121 -3%
BFA
1183
Bragg Financial Advisors
North Carolina
$964K -$28K -131 -3%
GP
1184
Greenline Partners
New York
$962K -$293K -1,370 -24%
EFSCE
1185
Enterprise Financial Services Corp (EFSC)
Missouri
$962K +$45.7K +214 +5%
CWM
1186
Challenger Wealth Management
California
$960K -$59K -276 -6%
3F
1187
360 Financial
Minnesota
$940K +$214 +1 +0%
LF
1188
LifeSteps Financial
California
$940K -$10.7K -50 -1%
SPA
1189
Shore Point Advisors
New Jersey
$939K -$33.3K -156 -4%
AWM
1190
Aprio Wealth Management
Georgia
$938K +$404K +1,890 +82%
VWM
1191
Venturi Wealth Management
Texas
$936K -$35.7K -167 -4%
PIM
1192
Provident Investment Management
Michigan
$931K +$52.4K +245 +6%
EIP
1193
Ellis Investment Partners
Pennsylvania
$926K +$1.5K +7 +0.2%
MFA
1194
Mayflower Financial Advisors
Massachusetts
$925K +$27.8K +130 +3%
BFA
1195
Beaumont Financial Advisors
Massachusetts
$925K -$70.8K -331 -7%
RBFC
1196
Roman Butler Fullerton & Co
Missouri
$925K -$199K -929 -20%
RCAG
1197
Rehmann Capital Advisory Group
Michigan
$923K +$10.7K +50 +1%
WIC
1198
Woodmont Investment Counsel
Tennessee
$923K -$35.9K -168 -4%
IAIM
1199
International Assets Investment Management
Florida
$922K +$31.6K +148 +4%
FCM
1200
Fourpath Capital Management
Oklahoma
$920K +$632K +2,955 +256%
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