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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1501
Realta Investment Advisors
Delaware
$252K -$2.53K -13 -1%
FWM
1502
Frontier Wealth Management
Missouri
$252K – – –
IF
1503
Insight Folios
North Carolina
$251K +$246K +1,265 New
FTA
1504
Financial & Tax Architects
Missouri
$250K -$20.4K -105 -8%
AOWM
1505
Alpha Omega Wealth Management
Virginia
$249K -$14K -72 -5%
LOPW
1506
Live Oak Private Wealth
North Carolina
$249K -$12.6K -65 -5%
BO
1507
BRR OpCo
Ohio
$249K – – –
FCT
1508
Family Capital Trust
Massachusetts
$248K – – –
PIM
1509
Profit Investment Management
Maryland
$248K – – –
PPWM
1510
PFG Private Wealth Management
Florida
$247K +$24.9K +128 +11%
SFC
1511
SYM Financial Corp
Indiana
$244K – – –
KFI
1512
Key Financial Inc
Pennsylvania
$244K +$80.6K +415 +55%
PWMAG
1513
Pinnacle Wealth Management Advisory Group
New Jersey
$243K – – –
LWA
1514
Lowe Wealth Advisors
Maryland
$241K – – –
SWMG
1515
Sanchez Wealth Management Group
Florida
$241K +$236K +1,215 New
WAM
1516
Weatherly Asset Management
California
$239K – – –
DMBA
1517
Deseret Mutual Benefit Administrators
Utah
$239K +$234K +1,202 New
MWA
1518
Martel Wealth Advisors
Washington
$238K – – –
MJRIC
1519
Mogy Joel R Investment Counsel
California
$238K – – –
NFGCM
1520
Norman Fields Gottscho Capital Management
New York
$238K – – –
PA
1521
Parkside Advisors
California
$238K – – –
SIG
1522
Sargent Investment Group
Maryland
$238K – – –
AWP
1523
Abacus Wealth Partners
California
$238K +$3.69K +19 +2%
WAM
1524
Winslow Asset Management
Ohio
$236K -$6.8K -35 -3%
SCP
1525
Seizert Capital Partners
Michigan
$236K – – –
59 60
61
62 63