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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1326
First Heartland Consultants
Missouri
$582K – – –
RWP
1327
RWA Wealth Partners
Massachusetts
$580K -$27.7K -113 -5%
CAMG
1328
CWA Asset Management Group
Florida
$579K +$74.1K +302 +14%
ATIA
1329
American Trust Investment Advisors
New Hampshire
$579K -$8.35K -34 -1%
NAG
1330
Northstar Advisory Group
New Jersey
$578K +$65.8K +268 +12%
NP
1331
NorthRock Partners
Minnesota
$578K +$120K +490 +25%
CIAS
1332
Capital Investment Advisory Services
North Carolina
$578K -$24.8K -101 -4%
GVAG
1333
Great Valley Advisor Group
Delaware
$578K -$14.5K -59 -2%
SAM
1334
S.A. Mason
Michigan
$578K -$12.3K -50 -2%
VT
1335
Vise Technologies
New York
$575K +$33.6K +137 +6%
LSPW
1336
Lake Street Private Wealth
Illinois
$570K -$53.3K -217 -8%
OCBCO
1337
Oversea-Chinese Banking Corp (OCBC)
Singapore
$570K +$586K +2,386 New
AP
1338
Advisors Preferred
Maryland
$569K +$588K +2,394 New
DMBA
1339
Deseret Mutual Benefit Administrators
Utah
$567K -$392K -1,597 -40%
SPWM
1340
Spartan Planning & Wealth Management
North Carolina
$567K +$242K +986 +71%
EWM
1341
EPG Wealth Management
Georgia
$567K -$2.21K -9 -0.4%
DA
1342
Detalus Advisors
Missouri
$566K – – –
SB
1343
Sunflower Bank
Texas
$565K -$48.1K -196 -8%
SEEDPG
1344
S.E.E.D. Planning Group
New York
$565K -$45.9K -187 -7%
PGIM
1345
Pacific Global Investment Management
California
$564K -$11.3K -46 -2%
DA
1346
DCM Advisors
New York
$563K -$1.13M -4,615 -66%
FDCDDQ
1347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$561K -$13.5M -55,076 -96%
P
1348
&Partners
Tennessee
$557K -$18.9K -77 -3%
IGWM
1349
ICA Group Wealth Management
Colorado
$556K -$79.3K -323 -12%
FMLI
1350
Fukoku Mutual Life Insurance
Japan
$554K – – –
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