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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1676
Riverbridge Partners
Minnesota
$240K +$221K +974 New
PWM
1677
Paulson Wealth Management
Illinois
$240K +$221K +975 New
MPWT
1678
MassMutual Private Wealth & Trust
Connecticut
$239K +$2.72K +12 +1%
LBC
1679
Lawrence B. Cohen
$238K -$251K -1,109 -53%
NFSG
1680
Newbridge Financial Services Group
Florida
$237K +$95.1K +420 +78%
RS
1681
Retirement Solution
Washington
$237K +$218K +961 New
KFS
1682
Kaizen Financial Strategies
California
$236K +$216K +956 New
TIAM2
1683
Tru Independence Asset Management 2
Oregon
$236K +$217K +958 New
DSC
1684
Duncker Streett & Co
Missouri
$233K – – –
RA
1685
Riversedge Advisors
Delaware
$233K +$214K +944 New
NMG
1686
New Millennium Group
Utah
$233K +$214K +945 New
XT
1687
XTX Topco
Cayman Islands
$231K +$212K +935 New
FBFS
1688
First Business Financial Services
Wisconsin
$230K +$211K +931 New
CCMD
1689
Cypress Capital Management (Delaware)
Delaware
$229K +$210K +928 New
HFM
1690
Harvest Fund Management
China
$228K +$32.6K +144 +18%
CA
1691
Carson Advisory
Georgia
$228K +$209K +924 New
TCM
1692
Tradewinds Capital Management
Washington
$227K – – –
MSAM
1693
Moloney Securities Asset Management
Missouri
$227K +$209K +921 New
FFG
1694
Ford Financial Group
California
$227K +$209K +923 New
CSWM
1695
Cassady Schiller Wealth Management
Ohio
$226K +$207K +915 New
GF
1696
Gries Financial
Ohio
$225K +$206K +912 New
FA
1697
Fermata Advisors
California
$224K -$26.9K -119 -12%
RWM
1698
Reston Wealth Management
Virginia
$223K +$204K +903 New
SIM
1699
SSI Investment Management
California
$223K +$205K +906 New
PVH
1700
Psagot Value Holdings
Israel
$222K -$22.6K -100 -10%
66 67
68
69 70