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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1901
Dana Investment Advisors
Wisconsin
$337K +$9.35K +31 +3%
CCG
1902
Chatham Capital Group
Georgia
$336K – – –
1IA
1903
1834 Investment Advisors
Wisconsin
$336K – – –
AIM
1904
AMI Investment Management
Indiana
$336K – – –
XWM
1905
Xcel Wealth Management
Florida
$336K – – –
DI
1906
Disciplined Investors
Texas
$336K – – –
BOSSRA
1907
B.O.S.S. Retirement Advisors
Utah
$336K -$64.5K -214 -16%
MAG
1908
M3 Advisory Group
Massachusetts
$335K -$6.94K -23 -2%
MCM
1909
MV Capital Management
Maryland
$334K +$54.9K +182 +20%
MAWA
1910
Moss Adams Wealth Advisors
Washington
$332K +$64.5K +214 +25%
GWSG
1911
GPS Wealth Strategies Group
Colorado
$331K – – –
MPM
1912
MBB Public Markets
Illinois
$330K +$326K +1,080 New
CWM
1913
Centricity Wealth Management
Ohio
$329K – – –
OCBCO
1914
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K +$325K +1,077 New
EWM
1915
Endowment Wealth Management
Wisconsin
$329K +$3.32K +11 +1%
LAM
1916
Lewis Asset Management
California
$328K +$302 +1 +0.1%
AOWM
1917
Alpha Omega Wealth Management
Virginia
$327K -$19.6K -65 -6%
OL
1918
OneFund LLC
Florida
$326K -$4.22K -14 -1%
SCM
1919
Stonehearth Capital Management
Massachusetts
$326K – – –
APW
1920
Austin Private Wealth
Texas
$326K +$7.24K +24 +2%
CH
1921
Cromwell Holdings
Wyoming
$324K – – –
AWM
1922
Act Wealth Management
Texas
$324K -$12.1K -40 -4%
AMCA
1923
Arthur M. Cohen & Associates
Illinois
$324K – – –
IFO
1924
Independent Family Office
New York
$323K – – –
BBW
1925
Blue Barn Wealth
Utah
$323K +$3.32K +11 +1%
75 76
77
78 79