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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1776
DCM Advisors
New York
$271K -$168K -686 -39%
AWM
1777
Angeles Wealth Management
California
$270K +$4.4K +18 +2%
WW
1778
Westshore Wealth
California
$270K – – –
OFG
1779
Oxford Financial Group
Indiana
$269K -$30.1K -123 -10%
MCM
1780
Monument Capital Management
Virginia
$269K -$23.7K -97 -8%
CA
1781
Carson Advisory
Georgia
$268K +$14.7K +60 +6%
LAM
1782
Lewis Asset Management
California
$267K +$244 +1 +0.1%
MAG
1783
M3 Advisory Group
Massachusetts
$266K -$58.9K -241 -18%
FG
1784
Foster Group
Iowa
$266K -$3.67K -15 -1%
IPWA
1785
International Private Wealth Advisors
California
$266K +$49.4K +202 +23%
TWM
1786
Thrive Wealth Management
Pennsylvania
$265K +$9.53K +39 +4%
DIA
1787
Dana Investment Advisors
Wisconsin
$265K -$8.31K -34 -3%
AMCA
1788
Arthur M. Cohen & Associates
Illinois
$265K – – –
MAM
1789
McLean Asset Management
Virginia
$265K +$977 +4 +0.4%
IFO
1790
Independent Family Office
New York
$264K – – –
JGIA
1791
Jackson Grant Investment Advisers
Connecticut
$263K +$1.22K +5 +0.5%
WAL
1792
W Advisors LLC
Tennessee
$263K – – –
LT
1793
Legacy Trust
Michigan
$262K +$5.38K +22 +2%
BFS
1794
Bard Financial Services
Connecticut
$262K – – –
DSAM
1795
Dock Street Asset Management
Florida
$262K – – –
HC
1796
Hamilton Capital
Ohio
$262K +$9.53K +39 +4%
H
1797
HoyleCohen
California
$262K – – –
CIC
1798
Cornercap Investment Counsel
Georgia
$260K -$2.2K -9 -0.9%
KWM
1799
Kolinsky Wealth Management
New Jersey
$260K +$4.4K +18 +2%
OL
1800
OneFund LLC
Florida
$259K -$7.57K -31 -3%
70 71
72
73 74