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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1726
Truvestments Capital
Florida
$12K – – –
H
1727
Hexavest
Quebec, Canada
$11K – – –
FEG
1728
Financial Enhancement Group
Indiana
$10K – – –
TJHA
1729
Thomas J. Herzfeld Advisors
Florida
$10K – – –
TFGT
1730
TS Financial Group (TSFG)
Illinois
$10K – – –
FMP
1731
Financial Management Professionals
Texas
$10K +$5.25K +27 +117%
SIM
1732
Sonora Investment Management
Arizona
$8K -$972 -5 -12%
AW
1733
Alaethes Wealth
Nevada
$7K +$6.8K +35 New
AP
1734
Arlington Partners
Alabama
$6K – – –
SCA
1735
Stuart Chaussee & Associates
California
$6K – – –
RDWM
1736
Red Door Wealth Management
Tennessee
$6K +$6.41K +33 New
EAM
1737
Eukles Asset Management
Ohio
$5K – – –
WAS
1738
Winch Advisory Services
Wisconsin
$5K – – –
LAS
1739
Lloyd Advisory Services
Georgia
$5K +$194 +1 +4%
PWP
1740
Personal Wealth Partners
Minnesota
$5K +$4.47K +23 New
SOW
1741
State of Wyoming
Wyoming
$4K -$71.9K -370 -95%
FWM
1742
Filbrandt Wealth Management
Wisconsin
$4K – – –
SFO
1743
Standard Family Office
South Dakota
$4K – – –
DWA
1744
Delos Wealth Advisors
Texas
$4K +$3.5K +18 New
LIM
1745
Longfellow Investment Management
Massachusetts
$3K -$401K -2,063 -99%
TAIM
1746
TD Ameritrade Investment Management
Nebraska
$3K – – –
UFF
1747
USA Financial Formulas
Michigan
$2K – – –
WWM
1748
Wolff Wiese Magana
California
$2K +$1.94K +10 New
TFA
1749
Transamerica Financial Advisors
Florida
$1K – – –
FWM
1750
Focused Wealth Management
New York
$1K +$1.36K +7 New
68 69
70
71 72