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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1501
WrapManager Inc
California
$373K -$34.3K -159 -9%
MWPCG
1502
Measured Wealth Private Client Group
New Hampshire
$372K – – –
TCBWMS
1503
Texas Capital Bank Wealth Management Services
Texas
$370K -$107K -498 -23%
AIA
1504
AIMZ Investment Advisors
California
$370K – – –
LFP
1505
Leeward Financial Partners
Washington
$369K – – –
EWA
1506
EverSource Wealth Advisors
Alabama
$369K -$25.7K -119 -7%
ACA
1507
Aptus Capital Advisors
Alabama
$369K +$29.8K +138 +9%
V
1508
ViaWealth
Kansas
$369K – – –
VWM
1509
Vigilare Wealth Management
Arizona
$365K +$1.08K +5 +0.3%
BFG
1510
Baron Financial Group
New Jersey
$364K +$431 +2 +0.1%
CF
1511
Cantor Fitzgerald
New York
$364K -$55K -255 -13%
SIG
1512
Stonegate Investment Group
Alabama
$363K -$1.29K -6 -0.4%
KMWM
1513
Keudell/Morrison Wealth Management
Oregon
$361K -$862 -4 -0.2%
ZIG
1514
Zullo Investment Group
Pennsylvania
$361K – – –
NICM
1515
Neo Ivy Capital Management
New York
$361K +$354K +1,641 New
SIG
1516
Sargent Investment Group
Maryland
$356K +$647 +3 +0.2%
FFA
1517
Founders Financial Alliance
North Carolina
$355K +$13.4K +62 +4%
WMA
1518
Wealth Management Associates
New Jersey
$355K -$4.74K -22 -1%
SAM
1519
Secure Asset Management
Michigan
$355K -$9.92K -46 -3%
FC
1520
Forte Capital
New York
$354K -$19.4K -90 -5%
PA
1521
PFG Advisors
Arizona
$353K +$1.73K +8 +0.5%
LWM
1522
Laidlaw Wealth Management
New York
$353K -$53.5K -248 -13%
W
1523
WealthOne
New York
$353K +$1.08K +5 +0.3%
1WM
1524
1900 Wealth Management
Texas
$353K +$22.6K +105 +7%
CAWM
1525
Capital Advisors Wealth Management
Washington
$352K – – –
59 60
61
62 63