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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1601
Pingora Partners
Wyoming
$382K – – –
1WM
1602
1900 Wealth Management
Texas
$382K +$23.3K +95 +6%
1IA
1603
1620 Investment Advisors
Massachusetts
$382K +$160K +650 +68%
FNBOH
1604
First National Bank of Hutchinson
Kansas
$382K +$393K +1,600 New
MCM
1605
Mitchell Capital Management
Kansas
$382K +$393K +1,600 New
QP
1606
Quilter Plc
United Kingdom
$380K – – –
PFGIA
1607
Patriot Financial Group Insurance Agency
Massachusetts
$378K -$17.2K -70 -4%
SL
1608
Sentinus LLC
Illinois
$377K +$388K +1,580 New
CBA
1609
Coastal Bridge Advisors
Connecticut
$377K +$2.95K +12 +0.8%
PL
1610
Perpetual Ltd
Australia
$376K +$35.6K +145 +10%
CAWM
1611
Capital Advisors Wealth Management
Washington
$376K -$6.14K -25 -2%
CWM
1612
Chronos Wealth Management
Florida
$375K – – –
FC
1613
FCA Corp
Texas
$375K – – –
AA
1614
Advisory Alpha
Michigan
$374K +$61.9K +252 +19%
LAM
1615
L2 Asset Management
Massachusetts
$374K +$33.1K +135 +9%
BW
1616
Bison Wealth
Georgia
$372K – – –
WIA
1617
Wetzel Investment Advisors
Indiana
$372K -$48.9K -199 -12%
VAF
1618
Values Added Financial
District of Columbia
$371K +$36.3K +148 +11%
DWM
1619
Destination Wealth Management
California
$371K -$78.1K -318 -17%
TFF
1620
The Family Firm
Maryland
$371K +$2.21K +9 +0.6%
SIC
1621
Samalin Investment Counsel
New York
$367K -$26.5K -108 -7%
SGAM
1622
Smith Group Asset Management
Texas
$366K -$2.46K -10 -0.6%
RWM
1623
Revisor Wealth Management
Ohio
$366K -$304K -1,237 -45%
FFA
1624
Founders Financial Alliance
North Carolina
$366K – – –
CCWM
1625
Cassaday & Co Wealth Management
Virginia
$363K -$4.67K -19 -1%
63 64
65
66 67