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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1826
Gitterman Wealth Management
New Jersey
$244K -$32.9K -134 -12%
TWP
1827
Tower Wealth Partners
Pennsylvania
$243K +$16.9K +69 +7%
CC
1828
Callan Capital
California
$243K +$250K +1,019 New
AWM
1829
Angeles Wealth Management
California
$242K -$17.2K -70 -6%
FWA
1830
FSM Wealth Advisors
Ohio
$241K -$1.23K -5 -0.5%
C
1831
Covestor
United Kingdom
$241K +$7.61K +31 +3%
RIM
1832
Reliant Investment Management
Tennessee
$241K – – –
AWM
1833
Accurate Wealth Management
Florida
$241K +$244K +992 New
WWM
1834
Waterway Wealth Management
Texas
$239K – – –
CPBTD
1835
Central Pacific Bank - Trust Division
Hawaii
$239K +$4.67K +19 +2%
JWM
1836
Janiczek Wealth Management
Colorado
$239K +$7.12K +29 +3%
WAG
1837
Windsor Advisory Group
Ohio
$239K +$3.93K +16 +2%
MFC
1838
Mechanics Financial Corp
Ohio
$239K – – –
MCM
1839
Mill Capital Management
North Carolina
$239K – – –
RPSA
1840
Richard P. Slaughter Associates
Texas
$237K +$246 +1 +0.1%
CWM
1841
Cahaba Wealth Management
Georgia
$237K +$982 +4 +0.4%
TBC
1842
Ted Buchan & Co
California
$236K – – –
PRC
1843
Pearl River Capital
Michigan
$236K +$243K +990 New
JWA
1844
JFS Wealth Advisors
Pennsylvania
$236K -$10.8K -44 -4%
NAS
1845
NWF Advisory Services
California
$235K – – –
OL
1846
Optas LLC
Texas
$235K +$14.5K +59 +6%
NRC
1847
New Republic Capital
North Carolina
$235K -$7.86K -32 -3%
EA
1848
Emerald Advisors
Washington
$234K -$430K -1,751 -64%
MWP
1849
Meridian Wealth Partners
Pennsylvania
$232K +$9.08K +37 +4%
FFG
1850
Fiduciary Financial Group
California
$232K +$232K +945 New
72 73
74
75 76