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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1426
SFMG Wealth Advisors
Texas
$579K -$91.9K -430 -14%
TFA
1427
TPG Financial Advisors
Oregon
$578K +$9.62K +45 +2%
GVAG
1428
Great Valley Advisor Group
Delaware
$577K -$5.99K -28 -1%
EFG
1429
Everhart Financial Group
Ohio
$577K -$38.3K -179 -6%
SWM
1430
Spire Wealth Management
Virginia
$577K +$375K +1,756 +216%
CWA
1431
CJM Wealth Advisers
Virginia
$575K – – –
SACTSONJ
1432
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$574K -$37.2K -174 -6%
PE
1433
PCM Encore
Colorado
$573K +$46.8K +219 +9%
LJAC
1434
L.J. Altfest & Co
New York
$573K +$113K +529 +26%
IFG
1435
Independent Financial Group
California
$573K +$90.4K +423 +20%
HKIM
1436
Hayek Kallen Investment Management
Alabama
$571K – – –
MAMG
1437
Milestone Asset Management Group
Connecticut
$571K -$11.3K -53 -2%
TFM
1438
TFC Financial Management
Massachusetts
$566K -$66.7K -312 -11%
SFS
1439
Strategic Financial Services
New York
$565K – – –
PCM
1440
Polymer Capital Management
New York
$564K -$976K -4,564 -64%
GWMR
1441
GC Wealth Management RIA
Massachusetts
$564K -$226K -1,057 -30%
SIC
1442
Salem Investment Counselors
North Carolina
$563K – – –
WF
1443
Wayfinding Financial
Washington
$563K +$31.4K +147 +6%
JRPIM
1444
Journey Retirement Planning & Investment Management
Idaho
$563K -$26.5K -124 -5%
FCIM
1445
Fairview Capital Investment Management
California
$561K – – –
FNT
1446
First Nebraska Trust
Nebraska
$561K +$224K +1,050 +72%
VHAM
1447
Van Hulzen Asset Management
California
$560K – – –
HVP
1448
Hudson Value Partners
Florida
$560K -$118K -550 -18%
EFG
1449
Ethos Financial Group
Pennsylvania
$560K -$221K -1,036 -34%
SAM
1450
S.A. Mason
Michigan
$560K -$9.4K -44 -2%
56 57
58
59 60