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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1651
Forte Capital
New York
$339K – – –
PIM
1652
Progressive Investment Management
Oregon
$339K – – –
AC
1653
Allstate Corporation
Illinois
$337K +$18.7K +76 +6%
HWA
1654
Heartwood Wealth Advisors
Virginia
$336K +$346K +1,409 New
TCM
1655
Telos Capital Management
California
$336K -$49.1K -200 -12%
BOCM
1656
Bontempo Ohly Capital Management
Maryland
$335K -$172K -700 -33%
WIM
1657
Waverton Investment Management
United Kingdom
$334K +$344K +1,400 New
BIM
1658
Barton Investment Management
Pennsylvania
$334K – – –
SEIA
1659
Signature Estate & Investment Advisors
California
$334K +$101K +411 +42%
CF
1660
Clarity Financial
Texas
$334K +$343K +1,397 New
GIP
1661
Greatmark Investment Partners
Georgia
$333K +$119K +485 +53%
SWMG
1662
Signature Wealth Management Group
Georgia
$332K -$8.1K -33 -2%
DSA
1663
Droms Strauss Advisors
Missouri
$332K – – –
KAM
1664
Knightsbridge Asset Management
California
$332K -$17.7K -72 -5%
BAM
1665
Beaumont Asset Management
Texas
$332K – – –
BP
1666
BBR Partners
New York
$327K -$571K -2,326 -63%
SFG
1667
SNS Financial Group
Minnesota
$327K -$60.6K -247 -15%
AWE
1668
Avidian Wealth Enterprises
Texas
$326K +$31.7K +129 +10%
DMBA
1669
Deseret Mutual Benefit Administrators
Utah
$325K +$13.3K +54 +4%
AA
1670
Alesco Advisors
New York
$325K -$169K -690 -34%
MAM
1671
Marotta Asset Management
Virginia
$323K +$10.8K +44 +3%
PWP
1672
Private Wealth Partners
California
$323K – – –
PIA
1673
Perennial Investment Advisors
California
$323K +$2.46K +10 +0.7%
PS
1674
Portfolio Strategies
New York
$322K – – –
EWM
1675
EPG Wealth Management
Georgia
$322K -$247K -1,006 Closed
65 66
67
68 69