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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
Goldenstone Wealth Management
California
$290K – – –
EFMH
1752
E Fund Management (HK)
Hong Kong
$289K +$17.4K +76 +6%
PIM
1753
Progressive Investment Management
Oregon
$288K – – –
DC
1754
DeDora Capital
California
$287K -$289K -1,262 -47%
MIM
1755
Marco Investment Management
Georgia
$286K – – –
AFW
1756
Avantra Family Wealth
Pennsylvania
$286K -$75.9K -331 -19%
HIC
1757
Holderness Investments Company
North Carolina
$285K – – –
GPWM
1758
Grant Private Wealth Management
California
$285K +$322K +1,403 New
PFG
1759
PAX Financial Group
Texas
$285K -$52.3K -228 -14%
PIP
1760
Philadelphia Investment Partners
New Jersey
$285K +$321K +1,402 New
BIM
1761
Barton Investment Management
Pennsylvania
$284K – – –
ISFAN
1762
Investor's Fiduciary Advisor Network
Washington
$284K +$321K +1,399 New
TCM
1763
Tandem Capital Management
New Jersey
$283K -$18.3K -80 -5%
NCM
1764
Noesis Capital Mangement
Florida
$283K -$40.1K -175 -11%
CAG
1765
Csenge Advisory Group
Florida
$281K -$67.4K -294 -18%
BC
1766
Brio Consultants
California
$280K -$19.3K -84 -6%
LA
1767
LVW Advisors
New York
$279K -$86.4K -377 -22%
PIA
1768
Perennial Investment Advisors
California
$279K -$19.5K -85 -6%
OCG
1769
Opus Capital Group
Ohio
$278K +$917 +4 +0.3%
MG
1770
Marex Group
$278K +$313K +1,367 New
CWS
1771
Cypress Wealth Services
California
$277K -$12.8K -56 -4%
HWA
1772
Heartwood Wealth Advisors
Virginia
$277K – – –
SWMG
1773
Sanchez Wealth Management Group
Florida
$277K +$8.26K +36 +3%
PWPS
1774
Pinnacle Wealth Planning Services
Ohio
$277K -$70.4K -307 -18%
CPBTD
1775
Central Pacific Bank - Trust Division
Hawaii
$276K +$73.8K +322 +31%
69 70
71
72 73