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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1776
IMPACTfolio
Colorado
$258K +$1.63K +7 +0.6%
EWM
1777
Endowment Wealth Management
Wisconsin
$258K -$2.56K -11 -1%
AWE
1778
Avidian Wealth Enterprises
Texas
$258K +$42.6K +183 +20%
CCG
1779
Chatham Capital Group
Georgia
$257K – – –
1IA
1780
1834 Investment Advisors
Wisconsin
$256K – – –
AWM
1781
Act Wealth Management
Texas
$256K – – –
AA
1782
Alta Advisers
United Kingdom
$256K – – –
TFP
1783
Tilia Fiduciary Partners
North Carolina
$256K -$28.7K -123 -10%
TWM
1784
Tanager Wealth Management
United Kingdom
$255K +$17.7K +76 +7%
DIA
1785
Dana Investment Advisors
Wisconsin
$255K +$52.2K +224 +26%
VCP
1786
Verus Capital Partners
Arizona
$255K +$11K +47 +4%
TC
1787
Truvestments Capital
Florida
$254K +$4.89K +21 +2%
GC
1788
Garde Capital
Washington
$254K +$47.8K +205 +23%
OL
1789
OneFund LLC
Florida
$253K +$253K +1,088 New
TIM
1790
Thompson Investment Management
Wisconsin
$253K – – –
VAM
1791
Verity Asset Management
North Carolina
$253K +$253K +1,087 New
GWSG
1792
GPS Wealth Strategies Group
Colorado
$253K – – –
SWM
1793
Sugarloaf Wealth Management
Georgia
$253K – – –
GWANC
1794
Guardian Wealth Advisors (North Carolina)
North Carolina
$252K -$11K -47 -4%
WW
1795
Westshore Wealth
California
$252K -$2.8K -12 -1%
RAG
1796
RIA Advisory Group
Iowa
$252K – – –
LAM
1797
Lewis Asset Management
California
$249K +$249K +1,069 New
JWA
1798
JFS Wealth Advisors
Pennsylvania
$249K +$15.4K +66 +7%
LWM
1799
LongView Wealth Management
Georgia
$249K +$246K +1,057 New
MAM
1800
McLean Asset Management
Virginia
$248K -$23.1K -99 -9%
70 71
72
73 74