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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1576
Perfromance Wealth Partners
Illinois
$406K -$24.6K -100 -6%
SCP
1577
Sandhill Capital Partners
New York
$406K – – –
CIAS
1578
Capital Investment Advisory Services
North Carolina
$405K +$23.1K +94 +6%
CIS
1579
Custom Index Systems
New York
$405K +$417K +1,697 New
AIA
1580
AIMZ Investment Advisors
California
$402K – – –
FMLI
1581
Fukoku Mutual Life Insurance
Japan
$402K -$77.3K -315 -16%
ML
1582
McAdam LLC
Pennsylvania
$401K +$64.3K +262 +18%
MWM
1583
Mascoma Wealth Management
New Hampshire
$401K +$20.4K +83 +5%
BAM
1584
Bayshore Asset Management
Florida
$401K – – –
MCCA
1585
Mill Creek Capital Advisors
Pennsylvania
$399K +$20.9K +85 +5%
LFG
1586
Larson Financial Group
Missouri
$399K +$107K +437 +35%
DWM
1587
Drive Wealth Management
Utah
$399K +$40.3K +164 +11%
HDIM
1588
Hanson & Doremus Investment Management
Vermont
$397K – – –
OAS
1589
Optivise Advisory Services
Tennessee
$395K +$407K +1,656 New
VCM
1590
Vision Capital Management
Oregon
$395K +$406K +1,654 New
PTP
1591
Platform Technology Partners
New York
$394K +$405K +1,650 New
NRW
1592
Nova R Wealth
Kansas
$392K +$6.38K +26 +2%
WFAG
1593
Wescott Financial Advisory Group
Pennsylvania
$390K -$14.2K -58 -3%
ACM
1594
Ardent Capital Management
Ohio
$389K – – –
VV
1595
Verity & Verity
South Carolina
$388K +$399K +1,627 New
V
1596
ViaWealth
Kansas
$387K -$14K -57 -3%
WDL
1597
Well Done LLC
Michigan
$387K +$3.68K +15 +0.9%
VF
1598
Virtu Financial
New York
$384K +$395K +1,609 New
SIM
1599
Stratos Investment Management
Ohio
$384K +$156K +637 +66%
WHCI
1600
W.H. Cornerstone Investments
Massachusetts
$382K +$2.21K +9 +0.6%
62 63
64
65 66