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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1826
Reliant Investment Management
Tennessee
$235K +$2.1K +9 +0.9%
WC
1827
Waterloo Capital
Texas
$235K -$2.8K -12 -1%
JIP
1828
Jaffetilchin Investment Partners
Florida
$235K +$932 +4 +0.4%
WP
1829
WealthPLAN Partners
Nebraska
$234K -$64.5K -277 -22%
PCH
1830
PGIM Custom Harvest
New Jersey
$234K +$1.4K +6 +0.6%
SP
1831
Systematic Portfolios
New York
$234K +$234K +1,004 New
WWM
1832
Waterway Wealth Management
Texas
$233K +$233K +1,002 New
PFA
1833
Pathway Financial Advisors
Vermont
$233K -$11.4K -49 -5%
MFC
1834
Mechanics Financial Corp
Ohio
$233K – – –
MCM
1835
Mill Capital Management
North Carolina
$233K – – –
CLOS
1836
Compagnie Lombard Odier SCmA
Switzerland
$233K +$138K +593 +146%
JWM
1837
Janiczek Wealth Management
Colorado
$233K -$10K -43 -4%
MRWM
1838
ML&R Wealth Management
Texas
$232K -$466 -2 -0.2%
TWP
1839
Tower Wealth Partners
Pennsylvania
$232K -$6.52K -28 -3%
CWM
1840
Cahaba Wealth Management
Georgia
$232K +$932 +4 +0.4%
TBC
1841
Ted Buchan & Co
California
$231K – – –
SEIA
1842
Signature Estate & Investment Advisors
California
$230K -$24.9K -107 -10%
IBOK
1843
Independence Bank of Kentucky
Kentucky
$230K +$38.9K +167 +20%
ACI
1844
Alpha Cubed Investments
California
$230K +$230K +987 New
NAS
1845
NWF Advisory Services
California
$230K +$230K +986 New
MKA
1846
M. Kulyk & Associates
Georgia
$229K +$229K +985 New
WAG
1847
Windsor Advisory Group
Ohio
$229K -$47.1K -202 -17%
OFG
1848
OmniStar Financial Group
North Carolina
$229K -$6.52K -28 -3%
CWM
1849
Chesapeake Wealth Management
Virginia
$227K -$13.3K -57 -6%
RP
1850
Riverbridge Partners
Minnesota
$227K – – –
72 73
74
75 76