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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1476
WealthPlan Investment Management
Nebraska
$522K +$18.8K +88 +4%
BCA
1477
Bay Colony Advisors
Massachusetts
$521K +$15.2K +71 +3%
LAM
1478
L2 Asset Management
Massachusetts
$516K +$26.1K +122 +6%
LSIA
1479
LaSalle St. Investment Advisors
Illinois
$515K +$41K +192 +9%
TWP
1480
Tyche Wealth Partners
Texas
$514K -$394K -1,844 -45%
SHGA
1481
Sand Hill Global Advisors
California
$514K -$6.84K -32 -1%
LAM
1482
Lummis Asset Management
Texas
$514K -$2.35K -11 -0.5%
EFMH
1483
E Fund Management (HK)
Hong Kong
$511K +$184K +859 +60%
ATIA
1484
American Trust Investment Advisors
New Hampshire
$509K – – –
BMWS
1485
Brady Martz Wealth Solutions
North Dakota
$509K – – –
SIC
1486
Sigma Investment Counselors
Michigan
$508K +$485K +2,270 New
MEG
1487
Millstone Evans Group
Colorado
$507K -$312K -1,461 -39%
ZCP
1488
Z3 Capital Partners
Virginia
$507K – – –
GP
1489
GLR Partners
Maryland
$506K +$483K +2,260 New
GWP
1490
Gen-Wealth Partners
Michigan
$506K -$155K -725 -24%
RW
1491
Rede Wealth
Virginia
$501K -$427 -2 -0.1%
PFA
1492
Pure Financial Advisors
California
$500K +$142K +665 +42%
NAMNJ
1493
NorthStar Asset Management (New Jersey)
New Jersey
$500K – – –
DCM
1494
Dorato Capital Management
Colorado
$499K +$6.41K +30 +1%
SSWM
1495
Smith Salley Wealth Management
North Carolina
$499K +$476K +2,227 New
HDIM
1496
Hanson & Doremus Investment Management
Vermont
$498K -$27.6K -129 -5%
NG
1497
Navigation Group
California
$495K – – –
LI
1498
LMCG Investments
Massachusetts
$495K – – –
TWM
1499
Tolleson Wealth Management
Texas
$494K – – –
BFC
1500
Blue Fin Capital
Rhode Island
$493K -$855 -4 -0.2%
58 59
60
61 62