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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1476
Sterling Financial Planning
New Jersey
$229K +$214K +1,300 New
WAM
1477
Winslow Asset Management
Ohio
$229K +$214K +1,300 New
RA
1478
Reby Advisors
Connecticut
$229K +$214K +1,302 New
RCC
1479
Red Cedar Capital
Nebraska
$228K – – –
RWM
1480
Ritholtz Wealth Management
New York
$228K +$213K +1,294 New
AOWM
1481
Alpha Omega Wealth Management
Virginia
$228K +$213K +1,296 New
HFM
1482
Harvest Fund Management
China
$228K +$213K +1,297 New
HDIM
1483
Hanson & Doremus Investment Management
Vermont
$227K -$37.6K -229 -15%
SFSIG
1484
San Francisco Sentry Investment Group
California
$227K +$23K +140 +12%
RIA
1485
Realta Investment Advisors
Delaware
$227K +$211K +1,286 New
9WM
1486
9258 Wealth Management
Ohio
$224K +$208K +1,269 New
UWM
1487
Urban Wealth Management
California
$223K +$208K +1,265 New
WQ
1488
Wealth Quarterback
New Jersey
$223K +$208K +1,265 New
SA
1489
Strategic Advisors
New York
$223K +$217K +1,323 New
RSWM
1490
Robertson Stephens Wealth Management
California
$222K +$206K +1,256 New
LI
1491
Lafayette Investments
Maryland
$222K +$207K +1,260 New
CG
1492
Cutler Group
California
$221K +$49.3K +300 +31%
SICM
1493
Sustainable Insight Capital Management
New York
$221K +$206K +1,254 New
FCT
1494
Family Capital Trust
Massachusetts
$220K – – –
PCA
1495
Peddock Capital Advisors
Massachusetts
$220K +$205K +1,250 New
PIM
1496
Profit Investment Management
Maryland
$220K +$205K +1,250 New
TIAM2
1497
Tru Independence Asset Management 2
Oregon
$220K +$205K +1,250 New
WBG
1498
Wharton Business Group
Pennsylvania
$220K +$205K +1,250 New
MAM
1499
Marotta Asset Management
Virginia
$217K +$203K +1,234 New
AWP
1500
Abacus Wealth Partners
California
$216K +$201K +1,226 New
58 59
60
61 62