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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1626
Thompson Investment Management
Wisconsin
$268K – – –
WGAM
1627
Wilkinson Global Asset Management
New York
$268K – – –
HI
1628
Harbour Investments
Wisconsin
$267K -$607K -2,682 -71%
BO
1629
BRR OpCo
Ohio
$267K -$39.2K -173 -14%
PCG
1630
Private Capital Group
Connecticut
$266K -$19.7K -87 -7%
PCMC
1631
Paragon Capital Management (Colorado)
Colorado
$266K – – –
AIA
1632
Allied Investment Advisors
Montana
$263K – – –
SDWMA
1633
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K – – –
ACM
1634
AlphaStar Capital Management
North Carolina
$262K -$82.4K -364 -24%
ZCM
1635
Ziegler Capital Management
Illinois
$262K – – –
AMCA
1636
Arthur M. Cohen & Associates
Illinois
$261K – – –
SWM
1637
Sugarloaf Wealth Management
Georgia
$261K – – –
SFP
1638
Shepherd Financial Partners
Massachusetts
$261K +$3.62K +16 +2%
H
1639
HoyleCohen
California
$261K +$239K +1,057 New
QPW
1640
Quantum Private Wealth
Florida
$261K +$240K +1,062 New
EWM
1641
Endowment Wealth Management
Wisconsin
$260K +$239K +1,055 New
BFS
1642
Bard Financial Services
Connecticut
$259K – – –
WAL
1643
W Advisors LLC
Tennessee
$259K +$238K +1,052 New
MFGP
1644
Marshall Financial Group (Pennsylvania)
Pennsylvania
$258K – – –
WOSD
1645
WFA of San Diego
California
$257K +$3.85K +17 +2%
RPCONE
1646
Retirement Planning Company of New England
Rhode Island
$257K +$236K +1,043 New
SA
1647
Syntax Advisors
New York
$256K +$235K +1,039 New
VCG
1648
Vantage Consulting Group
Virginia
$256K +$235K +1,039 New
IPAM
1649
ICICI Prudential Asset Management
India
$256K +$235K +1,040 New
CA
1650
Claris Advisors
Missouri
$255K +$234K +1,034 New
64 65
66
67 68