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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1676
Private Wealth Partners
California
$247K – – –
FFC
1677
First Financial Corp
Indiana
$247K -$31.9K -148 -12%
DT
1678
Daniels + Tansey
Delaware
$247K -$1.73K -8 -0.7%
AWP
1679
Abacus Wealth Partners
California
$246K +$1.94K +9 +0.8%
HCM
1680
Hilton Capital Management
New York
$246K +$12.1K +56 +5%
9WM
1681
9258 Wealth Management
Ohio
$244K -$30.8K -143 -11%
NJBEST
1682
New Jersey Better Educational Savings Trust
New Jersey
$244K – – –
AWM
1683
Act Wealth Management
Texas
$242K – – –
AA
1684
Alta Advisers
United Kingdom
$242K – – –
AIM
1685
AMI Investment Management
Indiana
$242K – – –
RIP
1686
RAM Investment Partners
Washington
$241K -$2.59K -12 -1%
FAG
1687
Financial Advisory Group
Texas
$241K – – –
WI
1688
Wedgewood Investors
Pennsylvania
$240K -$43.1K -200 -15%
SEIA
1689
Signature Estate & Investment Advisors
California
$240K +$216 +1 +0.1%
VWA
1690
Visionary Wealth Advisors
Illinois
$240K +$14.4K +67 +7%
HFP
1691
Holistic Financial Partners
Indiana
$240K -$78.1K -362 -25%
TIM
1692
Thompson Investment Management
Wisconsin
$239K – – –
SWM
1693
Sugarloaf Wealth Management
Georgia
$238K – – –
CCG
1694
Chatham Capital Group
Georgia
$236K +$7.55K +35 +3%
GWM
1695
Gitterman Wealth Management
New Jersey
$235K +$230K +1,069 New
AWM
1696
Avaii Wealth Management
Wisconsin
$235K -$3.02K -14 -1%
LAM
1697
L2 Asset Management
Massachusetts
$235K +$17.7K +82 +8%
CWM
1698
Chesapeake Wealth Management
Virginia
$235K -$647 -3 -0.3%
LFA
1699
Laraway Financial Advisors
Minnesota
$233K -$3.88K -18 -2%
AMCA
1700
Arthur M. Cohen & Associates
Illinois
$233K – – –
66 67
68
69 70