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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1576
Lumature Wealth Partners
Georgia
$162K +$149K +861 New
LS
1577
Leelyn Smith
Illinois
$156K -$53.5K -308 -27%
CHA
1578
Carmichael Hill & Associates
Maryland
$150K +$1.91K +11 +1%
AWA
1579
Arkadios Wealth Advisors
Georgia
$150K +$53.1K +306 +62%
HWM
1580
HighMark Wealth Management
Minnesota
$149K – – –
SN
1581
Sittner & Nelson
Oregon
$146K +$34.7K +200 +35%
KFI
1582
Key Financial Inc
Pennsylvania
$141K – – –
PSIWM
1583
Paradigm Strategies in Wealth Management
Minnesota
$133K +$123K +706 New
NFSG
1584
Newbridge Financial Services Group
Florida
$129K -$23.8K -137 -17%
SIAP
1585
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$122K +$2.6K +15 +2%
TCM
1586
Tradewinds Capital Management
Washington
$117K -$31.2K -180 -23%
TWM
1587
Tradition Wealth Management
Minnesota
$113K – – –
SCM
1588
Silvant Capital Management
Georgia
$111K – – –
CAL
1589
Capital Advisors Ltd
Ohio
$107K – – –
RIM
1590
Rockbridge Investment Management
New York
$104K – – –
HFM
1591
Harvest Fund Management
China
$101K -$132K -760 -59%
DOA
1592
D'Orazio & Associates
Virginia
$100K +$92.5K +533 New
HS
1593
Horan Securities
United States
$99K +$34.7K +200 +62%
MWP
1594
Meridian Wealth Partners
Pennsylvania
$98K +$20K +115 +29%
COCM
1595
Charter Oak Capital Management
New Hampshire
$97K – – –
KTC
1596
Kistler-Tiffany Companies
Pennsylvania
$95K +$1.74K +10 +2%
HWA
1597
HHM Wealth Advisors
Tennessee
$95K +$6.42K +37 +8%
PCM
1598
Pinz Capital Management
New York
$94K +$86.8K +500 New
MCM
1599
MV Capital Management
Maryland
$90K +$2.08K +12 +3%
NSIM
1600
North Star Investment Management
Illinois
$89K – – –
62 63
64
65 66