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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1401
Ethos Financial Group
Pennsylvania
$602K +$2.44K +10 +0.4%
SC
1402
Saiph Capital
New Jersey
$602K +$19.5K +80 +3%
ZB
1403
Zions Bancorporation
Utah
$601K +$218K +894 +59%
DA
1404
Detalus Advisors
Missouri
$599K – – –
PWM
1405
PBMares Wealth Management
Virginia
$599K -$16.9K -69 -3%
SFSG
1406
Sound Financial Strategies Group
Mississippi
$599K -$4.89K -20 -0.8%
FCG
1407
Fielder Capital Group
Tennessee
$599K +$977 +4 +0.2%
SIC
1408
Salem Investment Counselors
North Carolina
$595K – – –
SA
1409
SL Advisors
New Jersey
$595K +$1.22K +5 +0.2%
SAM
1410
Sompo Asset Management
Japan
$594K -$70.9K -290 -11%
NO
1411
Ninety One
South Africa
$594K -$197K -806 -25%
SAM
1412
Strategy Asset Managers
California
$591K +$11.2K +46 +2%
FIM
1413
Freedom Investment Management
Connecticut
$591K -$292K -1,194 -34%
TL
1414
Tradewinds LLC
North Carolina
$590K +$577K +2,361 New
OFG
1415
OmniStar Financial Group
North Carolina
$588K +$335K +1,373 +140%
SWM
1416
SeaCrest Wealth Management
New York
$585K -$96.8K -396 -14%
BIG
1417
Brooklyn Investment Group
New York
$581K -$22K -90 -4%
PCM
1418
Pennsylvania Capital Management
Pennsylvania
$580K – – –
TPWA
1419
TRUE Private Wealth Advisors
Oregon
$578K +$28.8K +118 +5%
CCG
1420
Ceeto Capital Group
Florida
$578K – – –
SIC
1421
Shoker Investment Counsel
Ohio
$576K +$2.93K +12 +0.5%
RIA
1422
Richwood Investment Advisors
Ohio
$575K -$9.29K -38 -2%
MPWT
1423
MassMutual Private Wealth & Trust
Connecticut
$575K -$7.57K -31 -1%
WF
1424
Wayfinding Financial
Washington
$573K -$108K -442 -16%
MW
1425
Marcum Wealth
Ohio
$570K +$4.4K +18 +0.8%
55 56
57
58 59