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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1801
PFG Private Wealth Management
Florida
$218K – – –
GAM
1802
Gould Asset Management
California
$218K +$221K +907 New
C
1803
Covestor
United Kingdom
$218K +$6.58K +27 +3%
TF
1804
Talbot Financial
Washington
$217K +$219K +900 New
BMC
1805
Beaton Management Company
Massachusetts
$216K +$218K +896 New
ACS
1806
Archford Capital Strategies
Illinois
$215K -$16.6K -68 -7%
SWP
1807
Strategic Wealth Partners
Ohio
$215K -$10.2K -42 -4%
IA
1808
IFS Advisors
Kansas
$214K – – –
HFA
1809
High Falls Advisors
New York
$214K +$217K +888 New
GC
1810
Garde Capital
Washington
$213K +$1.22K +5 +0.6%
HWM
1811
Hohimer Wealth Management
Washington
$213K +$216K +885 New
WGAM
1812
Wilkinson Global Asset Management
New York
$213K +$216K +885 New
SIC
1813
Sterling Investment Counsel
New York
$213K +$216K +885 New
CPA
1814
Capital Planning Advisors
California
$213K +$216K +884 New
SWM
1815
Stockman Wealth Management
Montana
$212K +$215K +882 New
RWM
1816
Reston Wealth Management
Virginia
$212K +$215K +880 New
MWP
1817
Meridian Wealth Partners
Pennsylvania
$211K +$214K +879 New
WMS
1818
Wealth Management Solutions
Pennsylvania
$211K +$214K +878 New
SA
1819
Syntax Advisors
New York
$211K -$31.2K -128 -13%
VCG
1820
Vantage Consulting Group
Virginia
$211K -$31.2K -128 -13%
DS
1821
DRW Securities
Illinois
$210K +$213K +874 New
AWA
1822
Amplius Wealth Advisors
Pennsylvania
$210K +$213K +872 New
KCM
1823
Kornitzer Capital Management
Kansas
$210K +$213K +872 New
DIA
1824
Dana Investment Advisors
Wisconsin
$210K -$15.4K -63 -7%
FA
1825
Faithward Advisors
Pennsylvania
$208K -$78.5K -322 -26%
71 72
73
74 75