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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1501
Frontier Wealth Management
Missouri
$252K – – –
IF
1502
Insight Folios
North Carolina
$251K +$246K +1,265 New
FTA
1503
Financial & Tax Architects
Missouri
$250K -$20.4K -105 -8%
AOWM
1504
Alpha Omega Wealth Management
Virginia
$249K -$14K -72 -5%
LOPW
1505
Live Oak Private Wealth
North Carolina
$249K -$12.6K -65 -5%
BO
1506
BRR OpCo
Ohio
$249K – – –
FCT
1507
Family Capital Trust
Massachusetts
$248K – – –
PIM
1508
Profit Investment Management
Maryland
$248K – – –
PPWM
1509
PFG Private Wealth Management
Florida
$247K +$24.9K +128 +11%
SFC
1510
SYM Financial Corp
Indiana
$244K – – –
KFI
1511
Key Financial Inc
Pennsylvania
$244K +$80.6K +415 +55%
PWMAG
1512
Pinnacle Wealth Management Advisory Group
New Jersey
$243K – – –
LWA
1513
Lowe Wealth Advisors
Maryland
$241K – – –
SWMG
1514
Sanchez Wealth Management Group
Florida
$241K +$236K +1,215 New
WAM
1515
Weatherly Asset Management
California
$239K – – –
DMBA
1516
Deseret Mutual Benefit Administrators
Utah
$239K +$234K +1,202 New
MWA
1517
Martel Wealth Advisors
Washington
$238K – – –
MJRIC
1518
Mogy Joel R Investment Counsel
California
$238K – – –
NFGCM
1519
Norman Fields Gottscho Capital Management
New York
$238K – – –
PA
1520
Parkside Advisors
California
$238K – – –
SIG
1521
Sargent Investment Group
Maryland
$238K – – –
AWP
1522
Abacus Wealth Partners
California
$238K +$3.69K +19 +2%
WAM
1523
Winslow Asset Management
Ohio
$236K -$6.8K -35 -3%
SCP
1524
Seizert Capital Partners
Michigan
$236K – – –
JIP
1525
Jaffetilchin Investment Partners
Florida
$236K +$5.63K +29 +3%
59 60
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62 63