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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1676
Capital Advisors Wealth Management
Washington
$461K – – –
PFGIA
1677
Patriot Financial Group Insurance Agency
Massachusetts
$461K -$2.96K -10 -0.6%
BBP
1678
Banco BTG Pactual
Brazil
$461K +$470K +1,591 New
LAM
1679
L2 Asset Management
Massachusetts
$461K -$14.2K -48 -3%
TFF
1680
The Family Firm
Maryland
$459K +$2.36K +8 +0.5%
MCCA
1681
Mill Creek Capital Advisors
Pennsylvania
$458K -$10.3K -35 -2%
SHF
1682
Safe Harbor Fiduciary
Florida
$458K -$25.7K -87 -5%
AWM
1683
Angeles Wealth Management
California
$457K +$43.1K +146 +10%
LJAC
1684
L.J. Altfest & Co
New York
$457K +$1.18K +4 +0.3%
DWM
1685
Destination Wealth Management
California
$457K – – –
AAS
1686
Ameritas Advisory Services
Nebraska
$456K -$10.9K -37 -2%
OAS
1687
Optivise Advisory Services
Tennessee
$454K -$16K -54 -3%
SL
1688
Sentinus LLC
Illinois
$453K +$10.3K +35 +2%
WG
1689
Welch Group
Alabama
$453K -$48.2K -163 -10%
BWP
1690
Burling Wealth Partners
Illinois
$449K +$454K +1,535 New
PWPS
1691
Pinnacle Wealth Planning Services
Ohio
$449K -$286K -968 -39%
APA
1692
Astoria Portfolio Advisors
New York
$449K +$129K +435 +39%
CCA
1693
Childress Capital Advisors
Texas
$448K +$8.57K +29 +2%
DA
1694
Detalus Advisors
Missouri
$448K -$136K -460 -23%
CCWM
1695
Cassaday & Co Wealth Management
Virginia
$447K -$9.75K -33 -2%
WFI
1696
West Family Investments
California
$446K -$9.75K -33 -2%
SSCM
1697
Sovereign's Capital Management
Georgia
$446K +$450K +1,523 New
FFA
1698
Founders Financial Alliance
North Carolina
$446K +$887 +3 +0.2%
SIC
1699
Samalin Investment Counsel
New York
$445K -$5.32K -18 -1%
TCM
1700
Tandem Capital Management
New Jersey
$445K -$16.5K -56 -4%
66 67
68
69 70