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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1851
Sound Income Strategies
Florida
$43K +$6.11K +27 +18%
BIA
1852
Bell Investment Advisors
California
$43K +$7.7K +34 +24%
SFG
1853
Steward Financial Group
Texas
$43K +$39.6K +175 New
IWP
1854
IAG Wealth Partners
Wisconsin
$41K – – –
CWM
1855
Cedar Wealth Management
California
$41K +$37.8K +167 New
ICM
1856
Islay Capital Management
Texas
$40K – – –
ECM
1857
Estabrook Capital Management
New York
$39.5K – – –
SC
1858
Sierra Capital
Florida
$39K +$36K +159 New
DI
1859
Disciplined Investments
Oklahoma
$38K – – –
LPWM
1860
Lake Point Wealth Management
Texas
$33K – – –
CWM
1861
Cranbrook Wealth Management
Michigan
$32K – – –
MWC
1862
MBM Wealth Consultants
Missouri
$31K – – –
DWA
1863
Delos Wealth Advisors
Texas
$31K +$24K +106 +589%
TIM
1864
Tortoise Investment Management
New York
$30K +$11.5K +51 +71%
TLFA
1865
True Link Financial Advisors
California
$28K -$5.43K -24 -17%
SCA
1866
Sandy Cove Advisors
Massachusetts
$28K +$25.8K +114 New
FAG
1867
Fortitude Advisory Group
Washington
$28K +$26K +115 New
ST
1868
Sageworth Trust
Pennsylvania
$27K – – –
SC
1869
Solstein Capital
California
$27K – – –
NOI
1870
Newton One Investments
Delaware
$26K -$24K -106 -50%
CP
1871
Corbenic Partners
Pennsylvania
$26K – – –
PP
1872
Pacifica Partners
Canada
$26K – – –
KA
1873
Kozak & Associates
Colorado
$26K +$226 +1 +0.8%
FAM
1874
Fred Alger Management
New York
$26K +$24.2K +107 New
JMF
1875
Johnson Midwest Financial
Iowa
$25K – – –
73 74
75
76 77