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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1726
Mill Capital Management
North Carolina
$226K – – –
NAMP
1727
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$226K – – –
PFA
1728
Pathway Financial Advisors
Vermont
$226K – – –
RIM
1729
Reliant Investment Management
Tennessee
$226K – – –
SA
1730
Syntax Advisors
New York
$225K -$17.9K -76 -7%
VCG
1731
Vantage Consulting Group
Virginia
$225K -$17.9K -76 -7%
WOSD
1732
WFA of San Diego
California
$225K +$19.6K +83 +9%
JSW
1733
Journey Strategic Wealth
New Jersey
$225K +$234K +993 New
DCM
1734
Dupont Capital Management
Delaware
$224K -$58K -246 -20%
PWA
1735
Phoenix Wealth Advisors
North Carolina
$224K – – –
MCM
1736
MV Capital Management
Maryland
$224K +$12.7K +54 +6%
NIM
1737
NuWave Investment Management
New Jersey
$223K -$355K -1,506 -60%
LCOV
1738
London Company of Virginia
Virginia
$223K -$8.73K -37 -4%
WAM
1739
Weatherly Asset Management
California
$223K – – –
TWP
1740
Tower Wealth Partners
Pennsylvania
$223K +$218K +922 New
AIP
1741
Almanack Investment Partners
Pennsylvania
$222K -$262K -1,110 -53%
BWP
1742
Baldwin Wealth Partners
Massachusetts
$222K – – –
FDS
1743
Freedom Day Solutions
Texas
$221K -$11.3K -48 -5%
RP
1744
Riverbridge Partners
Minnesota
$220K – – –
CAC
1745
Certified Advisory Corp
Florida
$220K +$230K +974 New
HCM
1746
HMS Capital Management
Tennessee
$219K -$9.2K -39 -4%
MA
1747
MJP Associates
Connecticut
$218K -$1.65K -7 -0.7%
NMG
1748
New Millennium Group
Utah
$217K +$708 +3 +0.3%
SBL
1749
Sargent Bickham Lagudis
Colorado
$217K +$944 +4 +0.4%
ACS
1750
Archford Capital Strategies
Illinois
$217K +$226K +959 New
68 69
70
71 72