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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1376
AIMZ Investment Advisors
California
$335K – – –
AFG
1377
Allegheny Financial Group
Pennsylvania
$332K +$107K +550 +49%
EF
1378
Empowered Funds
Pennsylvania
$331K +$323K +1,664 New
DFCM
1379
Dark Forest Capital Management
Puerto Rico
$331K +$324K +1,668 New
WDL
1380
Well Done LLC
Michigan
$330K +$8.36K +43 +3%
TFF
1381
The Family Firm
Maryland
$329K +$1.17K +6 +0.4%
MWM
1382
Mascoma Wealth Management
New Hampshire
$328K +$11.3K +58 +4%
IC
1383
Intersect Capital
California
$328K +$28K +144 +10%
PTC
1384
Philadelphia Trust Company
Pennsylvania
$328K +$321K +1,650 New
SAM
1385
Strategy Asset Managers
California
$327K +$16.9K +87 +6%
CWC
1386
Carolinas Wealth Consulting
North Carolina
$325K -$227K -1,169 -42%
IFG
1387
Independent Financial Group
California
$324K +$23.7K +122 +8%
AIC
1388
Ameritas Investment Company
Nebraska
$324K +$30.9K +159 +12%
CANY
1389
Caxton Associates (New York)
New York
$323K +$316K +1,624 New
CIC
1390
Cornercap Investment Counsel
Georgia
$322K -$269K -1,383 -46%
SEEDPG
1391
S.E.E.D. Planning Group
New York
$321K – – –
CAG
1392
Crestwood Advisors Group
Massachusetts
$319K -$19.4K -100 -6%
W
1393
WealthOne
New York
$319K – – –
5L
1394
55I LLC
Massachusetts
$319K +$29.7K +153 +11%
CWM
1395
Cabot Wealth Management
Massachusetts
$318K – – –
CFS
1396
Capital Financial Services
New York
$318K – – –
NIG
1397
NFJ Investment Group
Texas
$318K +$311K +1,599 +53,300%
KFA
1398
Kelleher Financial Advisors
New York
$317K -$219K -1,128 -41%
BW
1399
Bison Wealth
Georgia
$317K -$204K -1,049 -40%
4WM
1400
44 Wealth Management
Oregon
$316K -$9.91K -51 -3%
54 55
56
57 58