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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1876
EPG Wealth Management
Georgia
$353K +$2.41K +8 +0.7%
IWM
1877
Integris Wealth Management
California
$353K -$13.9K -46 -4%
BWP
1878
Bernardo Wealth Planning
Pennsylvania
$353K +$3.02K +10 +0.9%
LPT
1879
Legacy Private Trust
Wisconsin
$353K +$348K +1,155 New
LI
1880
LRI Investments
Florida
$351K – – –
FA
1881
Fountainhead AM
New Jersey
$351K +$18.4K +61 +6%
TIM
1882
Thompson Investment Management
Wisconsin
$350K – – –
MFS
1883
Madrona Financial Services
Washington
$350K +$1.21K +4 +0.3%
GPA
1884
Garrison Point Advisors
California
$350K +$36.8K +122 +12%
WWM
1885
Waterway Wealth Management
Texas
$350K +$26.5K +88 +8%
SAG
1886
SageView Advisory Group
California
$350K +$6.64K +22 +2%
CAM
1887
Cidel Asset Management
Ontario, Canada
$348K – – –
SAM
1888
Summit Asset Management
Tennessee
$347K – – –
NFGCM
1889
Norman Fields Gottscho Capital Management
New York
$347K – – –
BWM
1890
Baron Wealth Management
Michigan
$346K +$50.7K +168 +17%
BFA
1891
Brendel Financial Advisors
New Hampshire
$345K – – –
IFS
1892
Ifrah Financial Services
Arkansas
$345K -$29.3K -97 -8%
AWM
1893
Accurate Wealth Management
Florida
$344K +$47.1K +156 +16%
CA
1894
Claris Advisors
Missouri
$344K +$25.3K +84 +8%
1WA
1895
180 Wealth Advisors
Washington
$343K -$3.02K -10 -0.9%
HBW
1896
Hazlett, Burt & Watson
West Virginia
$342K – – –
EC
1897
EntryPoint Capital
New York
$342K +$337K +1,118 New
NAG
1898
Northstar Advisory Group
New Jersey
$341K +$337K +1,116 New
WFA
1899
Websterrogers Financial Advisors
South Carolina
$341K – – –
FAIM
1900
Financial Advocates Investment Management
Washington
$341K -$1.98M -6,577 -86%
74 75
76
77 78