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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Accel Wealth Management
Iowa
$64K – – –
FPFS
1627
First Personal Financial Services
North Carolina
$64K – – –
NIM
1628
NuWave Investment Management
New Jersey
$64K +$58.7K +338 New
NC
1629
NewSquare Capital
Pennsylvania
$63K – – –
EWM
1630
Edge Wealth Management
New York
$60K – – –
HWMA
1631
Heritage Wealth Management (Arizona)
Arizona
$60K +$55.2K +318 New
CFO
1632
CVA Family Office
Colorado
$60K +$55.5K +320 New
MPWT
1633
MassMutual Private Wealth & Trust
Connecticut
$59K -$7.64K -44 -12%
HFS
1634
Hantz Financial Services
Michigan
$57K -$21.2K -122 -29%
MCM
1635
Manchester Capital Management
Vermont
$57K -$2.78K -16 -5%
TFO
1636
Tarbox Family Office
California
$57K – – –
YAL
1637
Your Advocates Ltd
Texas
$57K – – –
CH
1638
Canton Hathaway
Rhode Island
$57K +$52.1K +300 New
JWM
1639
Janiczek Wealth Management
Colorado
$56K – – –
VNA
1640
Valley National Advisers
Pennsylvania
$55K -$9.55K -55 -16%
MF
1641
Manchester Financial
California
$55K – – –
FMTCOCP
1642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K +$12.3K +71 +32%
CAL
1643
Capital Analysts LLC
Pennsylvania
$55K +$26.9K +155 +113%
BWL
1644
Bogart Wealth LLC
Virginia
$55K +$33.7K +194 +194%
MAM
1645
Magellan Asset Management
Australia
$55K +$50.3K +290 New
GIA
1646
Goodwin Investment Advisory
Georgia
$55K +$50.9K +293 New
APC
1647
Aspire Private Capital
North Carolina
$51K – – –
CCA
1648
Column Capital Advisors
Indiana
$50K – – –
PK
1649
Pflug Koory
Nebraska
$50K +$46.3K +267 New
CCA
1650
Catalyst Capital Advisors
New York
$48K -$8.33K -48 -16%
64 65
66
67 68