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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1676
Partners Capital Investment Group
Massachusetts
$277K +$280K +1,150 New
PCA
1677
Peddock Capital Advisors
Massachusetts
$274K – – –
SAM
1678
Summit Asset Management
Tennessee
$274K – – –
GWANC
1679
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K -$10.2K -42 -4%
MCM
1680
Monument Capital Management
Virginia
$273K +$43.2K +177 +18%
GWM
1681
Gitterman Wealth Management
New Jersey
$272K +$15.1K +62 +6%
KFA
1682
Kelleher Financial Advisors
New York
$271K +$50.7K +208 +23%
MFS
1683
Madrona Financial Services
Washington
$271K – – –
AWM
1684
Austin Wealth Management
Texas
$271K +$286K +1,175 New
PWP
1685
Private Wealth Partners
California
$271K – – –
FFC
1686
First Financial Corp
Indiana
$270K – – –
SIG
1687
Stonegate Investment Group
Alabama
$270K -$129K -531 -32%
EWM
1688
Endowment Wealth Management
Wisconsin
$269K -$2.44K -10 -0.9%
SW
1689
SteelPeak Wealth
California
$267K -$29.5K -121 -10%
9WM
1690
9258 Wealth Management
Ohio
$267K – – –
NJBEST
1691
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
AWAG
1692
ARS Wealth Advisors Group
Florida
$267K +$270K +1,108 New
RIP
1693
RAM Investment Partners
Washington
$266K +$1.95K +8 +0.7%
VWM
1694
Valley Wealth Managers
New Jersey
$265K +$12.4K +51 +5%
I
1695
IMPACTfolio
Colorado
$265K -$8.78K -36 -3%
CCG
1696
Chatham Capital Group
Georgia
$265K +$6.34K +26 +2%
AWM
1697
Act Wealth Management
Texas
$265K – – –
AA
1698
Alta Advisers
United Kingdom
$265K – – –
AIM
1699
AMI Investment Management
Indiana
$265K – – –
1IA
1700
1834 Investment Advisors
Wisconsin
$265K +$268K +1,100 New
66 67
68
69 70