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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1826
Private Wealth Partners
California
$386K -$27.1K -90 -7%
GS
1827
GTS Securities
Florida
$386K -$111K -369 -23%
ORC
1828
O'Rourke & Company
Massachusetts
$385K – – –
VCP
1829
Verus Capital Partners
Arizona
$383K -$7.54K -25 -2%
MCA
1830
Maryland Capital Advisors
Maryland
$382K – – –
FCT
1831
Family Capital Trust
Massachusetts
$382K – – –
TWM
1832
Thrive Wealth Management
Pennsylvania
$379K -$2.71K -9 -0.7%
CFGW
1833
Chancellor Financial Group WB
Pennsylvania
$378K – – –
MAM
1834
Marotta Asset Management
Virginia
$377K – – –
TBT
1835
Texas Bank & Trust
Texas
$377K – – –
SRL
1836
Scientech Research LLC
New Jersey
$376K +$371K +1,231 New
TGAM
1837
TBH Global Asset Management
Tennessee
$375K -$2.41K -8 -0.6%
AL
1838
Aspiriant LLC
California
$375K -$345K -1,145 -48%
IA
1839
IMZ Advisory
Florida
$375K +$1.81K +6 +0.5%
FWM
1840
Foguth Wealth Management
Michigan
$373K +$160K +529 +76%
CWA
1841
Crux Wealth Advisors
California
$372K +$905 +3 +0.2%
NRC
1842
New Republic Capital
North Carolina
$372K +$62.7K +208 +21%
PWM
1843
Partners Wealth Management
California
$372K – – –
CFG
1844
Cooper Financial Group
California
$371K +$30.5K +101 +9%
LWA
1845
Lowe Wealth Advisors
Maryland
$371K – – –
CAS
1846
Coppell Advisory Solutions
Texas
$371K +$160K +531 +73%
GWAM
1847
Guardian Wealth Advisors (Minnesota)
Minnesota
$369K -$67.6K -224 -16%
SFG
1848
Sunburst Financial Group
Alabama
$369K -$1.21K -4 -0.3%
GWM
1849
Gibbs Wealth Management
Georgia
$369K +$62.1K +206 +21%
OL
1850
Optas LLC
Texas
$369K +$28.1K +93 +8%
72 73
74
75 76