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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1426
Sage Mountain Advisors
Georgia
$567K +$68.3K +278 +13%
RVPG
1427
Relative Value Partners Group
$566K -$229K -931 -28%
LSPW
1428
Lake Street Private Wealth
Illinois
$566K -$10.6K -43 -2%
CA
1429
Cornerstone Advisory
Maryland
$566K -$105K -426 -15%
PWMG
1430
Pinnacle Wealth Management Group
Michigan
$566K -$119K -485 -17%
SIC
1431
Shoker Investment Counsel
Ohio
$565K +$4.17K +17 +0.7%
BWM
1432
Bullock Wealth Management
Indiana
$562K -$52.3K -213 -8%
LC
1433
Lindbrook Capital
California
$562K +$26.8K +109 +5%
FB
1434
Fulton Bank
Pennsylvania
$556K +$67.8K +276 +13%
PCM
1435
Pennsylvania Capital Management
Pennsylvania
$555K – – –
BC
1436
Brio Consultants
California
$552K +$568K +2,314 New
TFM
1437
TFC Financial Management
Massachusetts
$552K -$45.9K -187 -7%
SA
1438
SL Advisors
New Jersey
$549K -$20.1K -82 -3%
PWM
1439
PBMares Wealth Management
Virginia
$547K -$26.3K -107 -4%
S
1440
Sunpointe
Missouri
$544K +$34.1K +139 +7%
RIA
1441
Richwood Investment Advisors
Ohio
$540K -$9.08K -37 -2%
SHGA
1442
Sand Hill Global Advisors
California
$539K +$41K +167 +8%
VAM
1443
Verity Asset Management
North Carolina
$537K +$286K +1,163 +107%
CCA
1444
Cobblestone Capital Advisors
New York
$534K -$7.37K -30 -1%
MW
1445
Marcum Wealth
Ohio
$533K -$12.3K -50 -2%
IFWM
1446
Institute for Wealth Management
Colorado
$531K +$40K +163 +8%
HGERS
1447
Householder Group Estate & Retirement Specialist
Arizona
$530K -$123K -503 -18%
SAM
1448
Sompo Asset Management
Japan
$530K -$39.3K -160 -7%
IC
1449
Inscription Capital
Texas
$530K +$96.2K +392 +21%
TWM
1450
Tolleson Wealth Management
Texas
$529K – – –
56 57
58
59 60