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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
1851
Guardian Wealth Advisors (Minnesota)
Minnesota
$354K -$18.4K -60 -5%
MFS
1852
Madrona Financial Services
Washington
$354K +$307 +1 +0.1%
BCM
1853
Brown Capital Management
Maryland
$353K -$1.05M -3,425 -75%
NFSG
1854
Newbridge Financial Services Group
Florida
$352K -$63K -205 -15%
AWM
1855
Allen Wealth Management
North Carolina
$351K +$40.2K +131 +13%
WDC
1856
Woodward Diversified Capital
California
$351K +$350K +1,139 New
SAM
1857
Summit Asset Management
Tennessee
$351K – – –
NFGCM
1858
Norman Fields Gottscho Capital Management
New York
$350K – – –
LI
1859
LRI Investments
Florida
$349K -$5.22K -17 -1%
CWA
1860
Crux Wealth Advisors
California
$349K -$26.4K -86 -7%
AWA
1861
Amplius Wealth Advisors
Pennsylvania
$348K +$77.7K +253 +29%
APW
1862
Austin Private Wealth
Texas
$347K +$18.4K +60 +6%
FAIM
1863
Financial Advocates Investment Management
Washington
$345K +$1.54K +5 +0.4%
IFS
1864
Ifrah Financial Services
Arkansas
$345K -$3.07K -10 -0.9%
NAG
1865
Northstar Advisory Group
New Jersey
$344K – – –
WFA
1866
Websterrogers Financial Advisors
South Carolina
$344K – – –
3IP
1867
3Chopt Investment Partners
Virginia
$343K -$48.8K -159 -13%
FWM
1868
Foguth Wealth Management
Michigan
$342K -$34.1K -111 -9%
FPCP
1869
Fort Point Capital Partners
California
$342K -$3.38K -11 -1%
VAM
1870
Verity Asset Management
North Carolina
$341K -$354K -1,151 -51%
PCA
1871
Peddock Capital Advisors
Massachusetts
$340K – – –
DIA
1872
Dana Investment Advisors
Wisconsin
$340K – – –
DI
1873
Disciplined Investors
Texas
$340K +$921 +3 +0.3%
CCG
1874
Chatham Capital Group
Georgia
$340K – – –
1IA
1875
1834 Investment Advisors
Wisconsin
$339K – – –
73 74
75
76 77