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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1826
Trillium Asset Management
Massachusetts
$288K – – –
IC
1827
Iconiq Capital
California
$288K +$272K +1,040 New
RFP
1828
Root Financial Partners
California
$287K +$271K +1,038 New
TWM
1829
Tanager Wealth Management
United Kingdom
$287K -$15.2K -58 -5%
LFA
1830
Laraway Financial Advisors
Minnesota
$287K – – –
SCM
1831
Schnieders Capital Management
California
$286K +$270K +1,034 New
NAS
1832
NWF Advisory Services
California
$285K +$11.5K +44 +4%
GPA
1833
Garrison Point Advisors
California
$284K – – –
CPBTD
1834
Central Pacific Bank - Trust Division
Hawaii
$283K +$6.01K +23 +2%
FFG
1835
Fiduciary Financial Group
California
$283K +$11.8K +45 +5%
SP
1836
Stablepoint Partners
Massachusetts
$282K – – –
TFP
1837
Tilia Fiduciary Partners
North Carolina
$282K -$2.62K -10 -1%
JCM
1838
Jag Capital Management
Missouri
$282K -$2.35K -9 -0.9%
CBFP
1839
Cedar Brook Financial Partners
Ohio
$280K -$57.3K -219 -18%
RIM
1840
Reliant Investment Management
Tennessee
$279K – – –
WWM
1841
Waterway Wealth Management
Texas
$277K – – –
MFC
1842
Mechanics Financial Corp
Ohio
$277K – – –
MCM
1843
Mill Capital Management
North Carolina
$277K – – –
SFG
1844
Shum Financial Group
California
$276K +$248K +949 New
TSWM
1845
Tyler-Stone Wealth Management
Ohio
$275K +$133K +508 +105%
RPSA
1846
Richard P. Slaughter Associates
Texas
$275K – – –
CFS
1847
CRA Financial Services
New Jersey
$274K -$45.2K -173 -15%
TBC
1848
Ted Buchan & Co
California
$274K – – –
MAM
1849
Marquette Asset Management
Minnesota
$274K +$259K +990 New
CFG
1850
Cooper Financial Group
California
$273K -$39.7K -152 -13%
72 73
74
75 76