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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1676
Thompson Investment Management
Wisconsin
$247K – – –
WGAM
1677
Wilkinson Global Asset Management
New York
$247K – – –
BO
1678
BRR OpCo
Ohio
$246K – – –
HFG
1679
Heron Financial Group
New York
$245K – – –
PCMC
1680
Paragon Capital Management (Colorado)
Colorado
$245K – – –
SFP
1681
Sterling Financial Planning
New Jersey
$244K -$49.2K -230 -18%
PAMG
1682
Patton Albertson Miller Group
Tennessee
$243K -$177K -825 -44%
SDWMA
1683
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K -$214 -1 -0.1%
AIA
1684
Allied Investment Advisors
Montana
$243K – – –
PCG
1685
Private Capital Group
Connecticut
$242K -$3.21K -15 -1%
SWM
1686
Sugarloaf Wealth Management
Georgia
$242K +$642 +3 +0.3%
SPWM
1687
Spartan Planning & Wealth Management
North Carolina
$242K +$228K +1,064 New
RIL
1688
Rothschild Investment LLC
Illinois
$241K -$9.63K -45 -4%
QPW
1689
Quantum Private Wealth
Florida
$241K – – –
BFS
1690
Bard Financial Services
Connecticut
$239K – – –
WAL
1691
W Advisors LLC
Tennessee
$239K – – –
RBC
1692
Roble Belko & Company
Pennsylvania
$239K +$10.9K +51 +5%
MFGP
1693
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238K – – –
SA
1694
Syntax Advisors
New York
$238K +$1.71K +8 +0.8%
VCG
1695
Vantage Consulting Group
Virginia
$238K +$1.71K +8 +0.8%
RPCONE
1696
Retirement Planning Company of New England
Rhode Island
$237K +$214 +1 +0.1%
PWA
1697
Phoenix Wealth Advisors
North Carolina
$236K – – –
CA
1698
Claris Advisors
Missouri
$235K – – –
FFMBT
1699
First Farmers & Merchants Bank Trust
Tennessee
$235K – – –
JSW
1700
Journey Strategic Wealth
New Jersey
$235K +$4.07K +19 +2%
66 67
68
69 70