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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1651
Summit Asset Management
Tennessee
$253K – – –
BFA
1652
Brendel Financial Advisors
New Hampshire
$252K +$255K +1,130 New
DT
1653
Daniels + Tansey
Delaware
$252K -$76K -337 -23%
SWP
1654
Strategic Wealth Partners
Ohio
$251K +$254K +1,126 New
PWP
1655
Private Wealth Partners
California
$250K +$254K +1,125 New
TWM
1656
Thrive Wealth Management
Pennsylvania
$249K -$9.02K -40 -3%
RTC
1657
Riverview Trust Company
Washington
$248K – – –
MFS
1658
Madrona Financial Services
Washington
$248K – – –
RIP
1659
RAM Investment Partners
Washington
$247K -$6.09K -27 -2%
NJBEST
1660
New Jersey Better Educational Savings Trust
New Jersey
$247K – – –
I
1661
IMPACTfolio
Colorado
$246K -$23.2K -103 -9%
SPA
1662
Sherbrooke Park Advisers
New York
$245K -$744K -3,300 -75%
1IA
1663
1834 Investment Advisors
Wisconsin
$245K – – –
AWM
1664
Act Wealth Management
Texas
$245K – – –
AA
1665
Alta Advisers
United Kingdom
$245K – – –
AIM
1666
AMI Investment Management
Indiana
$245K – – –
VCP
1667
Verus Capital Partners
Arizona
$245K -$150K -664 -38%
SP
1668
Successful Portfolios
Florida
$245K -$1.13K -5 -0.5%
FAG
1669
Financial Advisory Group
Texas
$244K – – –
SEIA
1670
Signature Estate & Investment Advisors
California
$244K +$226 +1 +0.1%
FL
1671
Fort LP
Maryland
$243K -$167K -739 -40%
TIM
1672
Thompson Investment Management
Wisconsin
$242K – – –
SWM
1673
Sugarloaf Wealth Management
Georgia
$241K – – –
AWM
1674
Avaii Wealth Management
Wisconsin
$241K -$4.74K -21 -2%
LFA
1675
Laraway Financial Advisors
Minnesota
$240K – – –
65 66
67
68 69