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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1626
Destination Wealth Management
California
$267K +$6.54K +29 +2%
EWM
1627
EPG Wealth Management
Georgia
$267K -$265K -1,175 -49%
NFGCM
1628
Norman Fields Gottscho Capital Management
New York
$267K – – –
TC
1629
Tacita Capital
Ontario, Canada
$267K – – –
EFG
1630
Everhart Financial Group
Ohio
$266K -$5.19K -23 -2%
VCM
1631
Vigilant Capital Management
Maine
$263K -$79K -350 -23%
PI
1632
PFS Investments
Georgia
$263K -$39.9K -177 -13%
CB
1633
Centennial Bank
Arkansas
$262K -$226 -1 -0.1%
WSWA
1634
Warren Street Wealth Advisors
California
$262K +$5.41K +24 +2%
PWM
1635
Paulson Wealth Management
Illinois
$262K – – –
EFG
1636
Ethos Financial Group
Pennsylvania
$261K +$4.29K +19 +2%
APG
1637
Abacus Planning Group
South Carolina
$260K -$120K -532 -31%
SCM
1638
Stonehearth Capital Management
Massachusetts
$260K – – –
TNBTD
1639
Trustmark National Bank Trust Department
Mississippi
$260K – – –
SCP
1640
Seizert Capital Partners
Michigan
$259K – – –
KP
1641
Keel Point
Alabama
$259K -$451 -2 -0.2%
CFGSD
1642
Compass Financial Group (South Dakota)
South Dakota
$258K +$226 +1 +0.1%
SSI
1643
Scott & Selber Inc
Texas
$258K – – –
GCM
1644
Gables Capital Management
Florida
$257K – – –
PF
1645
Phoenix Financial
Israel
$257K -$6.54K -29 -2%
LC
1646
Landaas & Company
Wisconsin
$256K – – –
SCP
1647
Shorepoint Capital Partners
Massachusetts
$255K – – –
KWM
1648
KFG Wealth Management
Indiana
$253K +$263K +1,167 New
HCM
1649
Hilton Capital Management
New York
$253K +$239K +1,061 New
PCA
1650
Peddock Capital Advisors
Massachusetts
$253K – – –
64 65
66
67 68