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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1601
Avantra Family Wealth
Pennsylvania
$510K – – –
GC
1602
Gilbert & Cook
Iowa
$510K +$11.1K +37 +2%
SIS
1603
Sound Income Strategies
Florida
$509K -$13.2K -44 -2%
FWA
1604
Flagship Wealth Advisors
Massachusetts
$509K – – –
NFC
1605
Northstar Financial Companies
Pennsylvania
$508K -$9.33K -31 -2%
CAWM
1606
Capital Advisors Wealth Management
Washington
$508K +$1.5K +5 +0.3%
WMA
1607
Wealth Management Associates
New Jersey
$507K -$25.3K -84 -5%
HWAM
1608
Hennion & Walsh Asset Management
New Jersey
$506K -$7.52K -25 -1%
BB
1609
Burford Brothers
Texas
$505K -$301 -1 -0.1%
SAM
1610
Sawgrass Asset Management
Florida
$504K -$27.4K -91 -5%
AIM
1611
Athena Investment Management
California
$504K -$45.1K -150 -8%
VVP
1612
Venture Visionary Partners
Ohio
$503K -$3.91K -13 -0.8%
BFS
1613
BridgePort Financial Solutions
Iowa
$503K +$516K +1,714 New
PTC
1614
Philadelphia Trust Company
Pennsylvania
$502K – – –
ECM
1615
Element Capital Management
New York
$501K +$514K +1,708 New
AWM
1616
Angeles Wealth Management
California
$499K -$23.2K -77 -4%
SCP
1617
Sandhill Capital Partners
New York
$499K – – –
NWMG
1618
National Wealth Management Group
Ohio
$499K +$511K +1,699 New
AMM
1619
American Money Management
California
$498K -$44.5K -148 -8%
JWA
1620
JFS Wealth Advisors
Pennsylvania
$498K +$301 +1 +0.1%
MCM
1621
McRae Capital Management
New Jersey
$497K -$54.2K -180 -10%
TPI
1622
Trust Point Inc
Wisconsin
$497K +$509K +1,692 New
CBT
1623
CoreFirst Bank & Trust
Kansas
$495K -$18.1K -60 -3%
AIA
1624
AIMZ Investment Advisors
California
$495K – – –
RIL
1625
Rothschild Investment LLC
Illinois
$493K -$19.6K -65 -4%
63 64
65
66 67