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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1751
Claro Advisors
Massachusetts
$307K +$293K +1,372 New
SWM
1752
Seaside Wealth Management
California
$307K +$32.7K +153 +13%
PCS
1753
Personal CFO Solutions
New Jersey
$307K +$57.1K +267 +24%
CPWA
1754
Cerro Pacific Wealth Advisors
California
$307K -$118K -550 -29%
CPBTD
1755
Central Pacific Bank - Trust Division
Hawaii
$306K +$1.5K +7 +0.5%
LC
1756
Landaas & Company
Wisconsin
$306K +$292K +1,367 New
DOA
1757
D'Orazio & Associates
Virginia
$305K +$291K +1,363 New
FWM
1758
Foguth Wealth Management
Michigan
$305K +$5.77K +27 +2%
DBFM
1759
Dickmeyer Boyce Financial Management
Indiana
$304K +$290K +1,357 New
HL
1760
HeadInvest LLC
Maine
$304K -$116K -543 -29%
OAS
1761
Optivise Advisory Services
Tennessee
$304K -$17.1K -80 -6%
CAM
1762
Columbia Asset Management
Michigan
$303K -$87.4K -409 -23%
NRW
1763
Nova R Wealth
Kansas
$303K +$6.2K +29 +2%
PS
1764
Portfolio Strategies
New York
$301K – – –
PL
1765
Perpetual Ltd
Australia
$300K +$1.28K +6 +0.4%
HWM
1766
Howard Wealth Management
Connecticut
$300K – – –
AU
1767
AlphaGrep UK
$299K -$381K -1,781 -57%
PWP
1768
Private Wealth Partners
California
$299K -$214 -1 -0.1%
BWM
1769
Blossom Wealth Management
California
$299K +$5.34K +25 +2%
HWA
1770
Heartwood Wealth Advisors
Virginia
$299K -$6.41K -30 -2%
MCA
1771
Maryland Capital Advisors
Maryland
$297K +$283K +1,325 New
MAG
1772
Meadowbrook Advisors Group
New Jersey
$297K +$283K +1,325 New
BWFA
1773
Baltimore-Washington Financial Advisors
Maryland
$296K -$5.13K -24 -2%
3IP
1774
3Chopt Investment Partners
Virginia
$296K +$281K +1,315 New
KTC
1775
Kentucky Trust Company
Kentucky
$296K +$4.7K +22 +2%
69 70
71
72 73