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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1526
Lummis Asset Management
Texas
$634K – – –
DA
1527
Drake & Associates
Wisconsin
$632K +$201K +655 +47%
PWMG
1528
Pinnacle Wealth Management Group
Michigan
$632K +$629K +2,048 New
AR
1529
Apeiron RIA
Texas
$631K -$26.1K -85 -4%
FA
1530
Financial Advisors
Massachusetts
$631K +$1.84K +6 +0.3%
PWM
1531
Partnership Wealth Management
Maryland
$630K – – –
CIG
1532
Cascade Investment Group
Colorado
$628K – – –
BC
1533
Bayforest Capital
United Kingdom
$627K +$615K +2,003 +6,677%
HDIM
1534
Hanson & Doremus Investment Management
Vermont
$626K – – –
DOA
1535
D'Orazio & Associates
Virginia
$626K -$4.91K -16 -0.8%
IA
1536
Inspire Advisors
Idaho
$625K -$65.1K -212 -9%
EC
1537
EntryPoint Capital
New York
$624K +$278K +906 +81%
EWA
1538
Etesian Wealth Advisors
Oregon
$624K -$14.4K -47 -2%
IF
1539
Intrua Financial
Texas
$620K +$169K +551 +38%
PCTC
1540
Perkins Coie Trust Company
Washington
$618K – – –
HI
1541
Hoey Investments
Pennsylvania
$617K – – –
RA
1542
Ransom Advisory
Rhode Island
$616K -$15.4K -50 -2%
FH
1543
Financial Harvest
Florida
$616K +$613K +1,996 New
SB
1544
Strategic Blueprint
Georgia
$614K -$283K -921 -32%
SIM
1545
Stratos Investment Management
Ohio
$613K -$67K -218 -10%
NSIM
1546
North Star Investment Management
Illinois
$613K – – –
AA
1547
Alta Advisers
United Kingdom
$608K – – –
SSWM
1548
Sheets Smith Wealth Management
North Carolina
$608K -$3.38K -11 -0.6%
RCA
1549
Roberts Capital Advisors
Colorado
$607K – – –
IFWM
1550
Institute for Wealth Management
Colorado
$606K -$15.1K -49 -2%
60 61
62
63 64