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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1701
Alta Advisers
United Kingdom
$263K – – –
1IA
1702
1834 Investment Advisors
Wisconsin
$263K – – –
AWM
1703
Act Wealth Management
Texas
$263K – – –
AIM
1704
AMI Investment Management
Indiana
$263K – – –
OTL
1705
Oak Thistle LLC
New York
$263K +$270K +1,099 New
FAG
1706
Financial Advisory Group
Texas
$262K – – –
ACI
1707
Alpha Cubed Investments
California
$262K -$840K -3,421 -76%
AWP
1708
Abacus Wealth Partners
California
$261K – – –
SEIA
1709
Signature Estate & Investment Advisors
California
$261K – – –
EWM
1710
Endowment Wealth Management
Wisconsin
$261K -$17.4K -71 -6%
TIM
1711
Thompson Investment Management
Wisconsin
$260K – – –
WGAM
1712
Wilkinson Global Asset Management
New York
$259K – – –
SWM
1713
Sugarloaf Wealth Management
Georgia
$259K – – –
LFA
1714
Laraway Financial Advisors
Minnesota
$258K -$10.1K -41 -4%
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$258K – – –
NCM
1716
Novare Capital Management
North Carolina
$257K -$18.4K -75 -7%
EIM
1717
Essex Investment Management
Massachusetts
$257K – – –
VWA
1718
Visionary Wealth Advisors
Illinois
$256K +$246 +1 +0.1%
CPA
1719
Capital Planning Advisors
California
$255K -$3.68K -15 -1%
GWANC
1720
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K +$32.2K +131 +14%
FAM
1721
Family Asset Management
South Carolina
$255K +$262K +1,067 New
AIA
1722
Allied Investment Advisors
Montana
$255K – – –
PCH
1723
PGIM Custom Harvest
New Jersey
$254K +$261K +1,063 New
AFP
1724
Ausdal Financial Partners
Iowa
$254K +$39.8K +162 +18%
JSW
1725
Journey Strategic Wealth
New Jersey
$253K +$16.7K +68 +7%
67 68
69
70 71