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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1326
Wayfinding Financial
Washington
$656K -$24.5K -105 -4%
MRCM
1327
M&R Capital Management
New Jersey
$656K +$5.13K +22 +0.8%
TPWM
1328
Twelve Points Wealth Management
Massachusetts
$654K -$44.7K -192 -6%
SHFA
1329
SS&H Financial Advisors
Michigan
$652K – – –
MA
1330
MCF Advisors
Kentucky
$652K +$40.3K +173 +7%
HPM
1331
Hoxton Planning & Management
West Virginia
$650K -$30.8K -132 -5%
EIA
1332
Edgemoor Investment Advisors
Maryland
$649K -$10.5K -45 -2%
LAM
1333
LifePro Asset Management
California
$647K +$1.86K +8 +0.3%
RW
1334
Rede Wealth
Virginia
$647K +$466 +2 +0.1%
IGWM
1335
ICA Group Wealth Management
Colorado
$647K +$124K +533 +24%
SWM
1336
SeaCrest Wealth Management
New York
$645K -$12.8K -55 -2%
JWM
1337
Jeppson Wealth Management
California
$644K -$1.17K -5 -0.2%
BP
1338
BBR Partners
New York
$642K +$163K +700 +34%
FFO
1339
Fiduciary Family Office
Florida
$640K +$640K +2,747 New
FDCP
1340
Foster Dykema Cabot & Partners
Massachusetts
$637K +$634K +2,720 New
FAFN
1341
First Affirmative Financial Network
Colorado
$637K +$80.4K +345 +14%
MIM
1342
Morningstar Investment Management
Illinois
$634K +$10.7K +46 +2%
N
1343
Numerai
California
$633K +$633K +2,718 New
CA
1344
Cornerstone Advisory
Maryland
$633K -$16.3K -70 -3%
HGERS
1345
Householder Group Estate & Retirement Specialist
Arizona
$631K -$29.4K -126 -4%
UBV
1346
United Bank (Virginia)
Virginia
$630K – – –
NRG
1347
Nemes Rush Group
Michigan
$629K -$85K -365 -12%
CWA
1348
CJM Wealth Advisers
Virginia
$629K – – –
BFG
1349
Beacon Financial Group
Texas
$628K -$46.6K -200 -7%
UW
1350
Unique Wealth
Florida
$626K +$79K +339 +14%
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