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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1901
Sterling Wealth Management
Illinois
$203K +$203K +872 New
OWA
1902
Outlook Wealth Advisors
Texas
$203K +$203K +871 New
AWA
1903
Amplius Wealth Advisors
Pennsylvania
$202K -$699 -3 -0.3%
NCM
1904
Noesis Capital Mangement
Florida
$202K – – –
TCM
1905
Telos Capital Management
California
$201K +$201K +862 New
IPWA
1906
International Private Wealth Advisors
California
$201K +$201K +862 New
WGAM
1907
Wilkinson Global Asset Management
New York
$200K -$5.83K -25 -3%
AAG
1908
Armstrong Advisory Group
Massachusetts
$198K – – –
WCM
1909
Winthrop Capital Management
Indiana
$196K +$196K +840 New
CUAMC
1910
China Universal Asset Management Company
China
$192K -$166K -714 -47%
C
1911
Covestor
United Kingdom
$192K -$19.6K -84 -9%
RBC
1912
Roble Belko & Company
Pennsylvania
$191K – – –
MME
1913
Meag Munich Ergo
Germany
$191K -$767K -3,294 -80%
HWM
1914
HighMark Wealth Management
Minnesota
$185K – – –
TSW
1915
Thompson Siegel & Walmsley
Virginia
$170K -$12.8K -55 -7%
SN
1916
Sittner & Nelson
Oregon
$169K -$11.6K -50 -6%
ODG
1917
O'Dell Group
Ohio
$166K +$166K +712 New
EIM
1918
Essex Investment Management
Massachusetts
$164K – – –
FBC
1919
Fairfield, Bush & Co
Connecticut
$164K +$164K +705 New
NBT
1920
Northwest Bank & Trust
Iowa
$163K +$163K +700 New
CHA
1921
Carmichael Hill & Associates
Maryland
$161K – – –
NICM
1922
Neo Ivy Capital Management
New York
$160K +$160K +687 New
CFO
1923
CVA Family Office
Colorado
$160K +$160K +685 New
A
1924
AJOVista
Massachusetts
$156K +$156K +669 New
GWS
1925
Glassman Wealth Services
Virginia
$154K +$1.63K +7 +1%
75 76
77
78 79