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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1676
Portfolio Strategies
New York
$322K – – –
EWM
1677
EPG Wealth Management
Georgia
$322K -$247K -1,006 Closed
NCM
1678
Nelson Capital Management
California
$322K – – –
CF
1679
Centaurus Financial
California
$321K – – –
MLM
1680
Mount Lucas Management
Pennsylvania
$320K +$329K +1,339 New
GP
1681
Girard Partners
Pennsylvania
$319K +$20.6K +84 +7%
LFP
1682
Leeward Financial Partners
Washington
$318K -$29K -118 -8%
PWA
1683
Providence Wealth Advisors
Illinois
$317K – – –
SC
1684
Sapient Capital
Indiana
$317K +$5.16K +21 +2%
MWM
1685
Modern Wealth Management
Kansas
$317K +$326K +1,328 New
PWMG
1686
Private Wealth Management Group
New Jersey
$316K -$16.9K -69 -5%
ESBC
1687
E.S. Barr & Co
Kentucky
$314K – – –
SEC
1688
Seven Eight Capital
New York
$314K +$323K +1,314 New
QPWM
1689
Quadrant Private Wealth Management
Pennsylvania
$313K -$122K -497 -28%
APG
1690
Abacus Planning Group
South Carolina
$312K +$6.38K +26 +2%
BMWM
1691
Brown Miller Wealth Management
Virginia
$311K – – –
1WA
1692
180 Wealth Advisors
Washington
$310K -$23.3K -95 -7%
RSWA
1693
Robinson Smith Wealth Advisors
Maine
$309K +$737 +3 +0.2%
HFA
1694
Highland Financial Advisors
New Jersey
$309K – – –
FGA
1695
Fortis Group Advisors
New Jersey
$309K – – –
HIP
1696
HUB Investment Partners
Texas
$309K +$44.2K +180 +16%
BWP
1697
Bernardo Wealth Planning
Pennsylvania
$308K – – –
SWMG
1698
Sanchez Wealth Management Group
Florida
$307K +$1.72K +7 +0.5%
SF
1699
Symphony Financial
Texas
$307K +$82.2K +335 +35%
FNA
1700
First National Advisers
Nebraska
$306K -$3.93K -16 -1%
66 67
68
69 70