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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1551
KDT Advisors
New York
$638K -$167K -555 -21%
OCPWS
1552
One Charles Private Wealth Services
Massachusetts
$636K +$21.4K +71 +4%
AO
1553
Advisor OS
Illinois
$634K -$13.6K -45 -2%
EWA
1554
Etesian Wealth Advisors
Oregon
$632K – – –
PCA
1555
Purkiss Capital Advisors
Connecticut
$630K – – –
PCM
1556
Pennsylvania Capital Management
Pennsylvania
$629K -$96.5K -320 -13%
RA
1557
Ransom Advisory
Rhode Island
$625K -$2.71K -9 -0.4%
MCWA
1558
Meadow Creek Wealth Advisors
Georgia
$625K +$1.21K +4 +0.2%
DOA
1559
D'Orazio & Associates
Virginia
$625K -$14.8K -49 -2%
LAM
1560
Lummis Asset Management
Texas
$625K +$474K +1,572 +316%
PWM
1561
Partnership Wealth Management
Maryland
$624K – – –
FA
1562
Financial Advisors
Massachusetts
$623K – – –
GXJ
1563
Global X Japan
Japan
$623K +$72.7K +241 +13%
CIG
1564
Cascade Investment Group
Colorado
$622K -$257K -851 -29%
AWMNY
1565
Arcadia Wealth Management (New York)
New York
$621K +$614K +2,034 New
HDIM
1566
Hanson & Doremus Investment Management
Vermont
$621K -$48.6K -161 -7%
IFWM
1567
Institute for Wealth Management
Colorado
$616K -$142K -472 -19%
PCTC
1568
Perkins Coie Trust Company
Washington
$612K – – –
WAM
1569
Wolverine Asset Management
Illinois
$611K -$151K -500 -20%
HI
1570
Hoey Investments
Pennsylvania
$611K – – –
PFG
1571
PAX Financial Group
Texas
$611K -$120K -398 -17%
LC
1572
Lincoln Capital
Nebraska
$610K -$12.7K -42 -2%
IPAM
1573
Investment Partners Asset Management
New Jersey
$610K -$1.51K -5 -0.2%
TW
1574
Transform Wealth
Colorado
$608K – – –
NSIM
1575
North Star Investment Management
Illinois
$607K – – –
61 62
63
64 65