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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1626
Stonehearth Capital Management
Massachusetts
$253K +$256K +1,166 New
MWA
1627
Martel Wealth Advisors
Washington
$252K – – –
MJRIC
1628
Mogy Joel R Investment Counsel
California
$252K – – –
NCM
1629
Nelson Capital Management
California
$252K – – –
NFGCM
1630
Norman Fields Gottscho Capital Management
New York
$252K – – –
PA
1631
Parkside Advisors
California
$252K – – –
SIG
1632
Sargent Investment Group
Maryland
$252K – – –
SIA
1633
Soltis Investment Advisors
Utah
$251K +$1.53K +7 +0.6%
WMA
1634
West Michigan Advisors
Michigan
$250K -$18K -82 -6%
CA
1635
Calton & Associates
Florida
$249K -$7.23K -33 -3%
AT
1636
American Trust
Kentucky
$246K -$197K -900 -43%
DWM
1637
Destination Wealth Management
California
$246K -$3.51K -16 -1%
H
1638
HoyleCohen
California
$246K – – –
SCP
1639
Seizert Capital Partners
Michigan
$245K -$5.26K -24 -2%
NEAM
1640
New England Asset Management
Connecticut
$245K – – –
EWM
1641
Endowment Wealth Management
Wisconsin
$245K +$877 +4 +0.3%
FIA
1642
Foundations Investment Advisors
Arizona
$245K +$27.8K +127 +13%
OFG
1643
Oxford Financial Group
Indiana
$244K +$6.14K +28 +2%
SIAP
1644
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K -$32.9K -150 -11%
GCM
1645
Gables Capital Management
Florida
$243K – – –
MFS
1646
Madrona Financial Services
Washington
$243K – – –
KWM
1647
Kolinsky Wealth Management
New Jersey
$243K +$2.63K +12 +1%
LC
1648
Landaas & Company
Wisconsin
$242K – – –
MCC
1649
Money Concepts Capital
Florida
$241K -$264K -1,205 -52%
RIA
1650
Realta Investment Advisors
Delaware
$241K -$18.4K -84 -7%
64 65
66
67 68