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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1601
Gould Asset Management
California
$289K – – –
HBW
1602
Hazlett, Burt & Watson
West Virginia
$289K +$271K +1,267 New
WMA
1603
West Michigan Advisors
Michigan
$289K +$272K +1,271 New
DCM
1604
Driehaus Capital Management
Illinois
$287K -$81.8K -382 -23%
FSA
1605
Franklin Street Advisors
North Carolina
$286K +$269K +1,257 New
FCT
1606
Family Capital Trust
Massachusetts
$284K – – –
LC
1607
Landaas & Company
Wisconsin
$284K – – –
MCA
1608
Maryland Capital Advisors
Maryland
$284K – – –
AWC
1609
Abundance Wealth Counselors
Pennsylvania
$281K +$265K +1,236 New
RDIA
1610
RE Dickinson Investment Advisors
Iowa
$280K – – –
MPW
1611
Monterey Private Wealth
California
$280K +$263K +1,230 New
SFC
1612
SYM Financial Corp
Indiana
$279K -$18.6K -87 -7%
SWMG
1613
Sanchez Wealth Management Group
Florida
$279K +$1.28K +6 +0.5%
AOWM
1614
Alpha Omega Wealth Management
Virginia
$278K – – –
RIA
1615
Realta Investment Advisors
Delaware
$277K -$11.8K -55 -4%
CA
1616
Calton & Associates
Florida
$277K +$428 +2 +0.2%
VAM
1617
Verity Asset Management
North Carolina
$276K -$16.9K -79 -6%
LWA
1618
Lowe Wealth Advisors
Maryland
$276K – – –
MFS
1619
Madrona Financial Services
Washington
$276K – – –
ECM
1620
EagleClaw Capital Management
Massachusetts
$275K -$139K -650 -35%
WAM
1621
Weatherly Asset Management
California
$275K +$11.8K +55 +5%
IPAM
1622
ICICI Prudential Asset Management
India
$275K +$35.8K +167 +16%
ACM
1623
Aubrey Capital Management
United Kingdom
$275K +$258K +1,207 New
ACM
1624
AlphaStar Capital Management
North Carolina
$274K +$13.3K +62 +5%
MWA
1625
Martel Wealth Advisors
Washington
$273K – – –
63 64
65
66 67