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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
1701
Tred Avon Family Wealth
Maryland
$423K +$433K +1,440 New
RFG
1702
Range Financial Group
Oregon
$422K -$8.73K -29 -2%
WPW
1703
Waldron Private Wealth
Pennsylvania
$420K – – –
MWPCG
1704
Measured Wealth Private Client Group
New Hampshire
$420K – – –
KFA
1705
Krane Funds Advisors
New York
$420K -$25.6K -85 -5%
BTWM
1706
Baker Tilly Wealth Management
Wisconsin
$420K +$11.4K +38 +3%
FNBOO
1707
First National Bank of Omaha
Nebraska
$420K +$55.4K +184 +15%
VCP
1708
Verus Capital Partners
Arizona
$420K -$1.81K -6 -0.4%
KFA
1709
Kelleher Financial Advisors
New York
$419K – – –
MEAC
1710
M.E. Allison & Co
Texas
$419K – – –
WFAG
1711
Wescott Financial Advisory Group
Pennsylvania
$419K +$8.43K +28 +2%
BWM
1712
Blossom Wealth Management
California
$419K – – –
BWFA
1713
Baltimore-Washington Financial Advisors
Maryland
$418K +$428K +1,423 New
CCC
1714
Chesapeake Capital Corp
Florida
$418K +$428K +1,423 New
PIM
1715
Progressive Investment Management
Oregon
$416K – – –
COCM
1716
Charter Oak Capital Management
New Hampshire
$416K +$42.1K +140 +11%
WA
1717
Westfuller Advisors
New York
$416K +$224K +744 +112%
WIA
1718
Wetzel Investment Advisors
Indiana
$416K – – –
LCGC
1719
Legacy Capital Group California
California
$415K -$5.12K -17 -1%
BFA
1720
Brendel Financial Advisors
New Hampshire
$415K -$3.2M -10,636 -88%
SIC
1721
SJS Investment Consulting
Ohio
$414K +$308K +1,024 +265%
PFG
1722
Putney Financial Group
California
$414K – – –
MIM
1723
Marco Investment Management
Georgia
$413K -$6.32K -21 -1%
PFA
1724
Pure Financial Advisors
California
$413K +$117K +388 +38%
SWMG
1725
Signature Wealth Management Group
Georgia
$413K -$13.2K -44 -3%
67 68
69
70 71