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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1926
Putney Financial Group
California
$225K -$54.5K -255 -20%
TC
1927
Tacita Capital
Ontario, Canada
$224K -$42.8K -200 -17%
AMM
1928
American Money Management
California
$224K -$11.3K -53 -5%
RIM
1929
Reliant Investment Management
Tennessee
$224K -$1.92K -9 -0.9%
GCM
1930
GKV Capital Management
California
$224K – – –
TIM
1931
Thompson Investment Management
Wisconsin
$224K – – –
GG
1932
Greenwood Gearhart
Arkansas
$224K +$214K +1,000 New
NRC
1933
New Republic Capital
North Carolina
$224K -$57.5K -269 -21%
AIM
1934
Avity Investment Management
Connecticut
$223K – – –
SFO
1935
Stokes Family Office
Louisiana
$223K -$40.4K -189 -16%
FIA
1936
FNY Investment Advisers
New York
$223K -$107K -500 -33%
FB
1937
First Bancorp
Maine
$223K – – –
SAM
1938
Sagewood Asset Management
New York
$223K +$212K +994 New
NAS
1939
NWF Advisory Services
California
$222K – – –
PAA
1940
Peregrine Asset Advisers
Oregon
$221K – – –
XWM
1941
Xcel Wealth Management
Florida
$221K -$5.77K -27 -3%
CB
1942
CNB Bank
Pennsylvania
$221K -$2.56K -12 -1%
NFTC
1943
North Forty Two & Co
Oregon
$221K – – –
SLWA
1944
San Luis Wealth Advisors
California
$221K -$2.35K -11 -1%
TAM
1945
Trillium Asset Management
Massachusetts
$221K -$13.5K -63 -6%
WG
1946
Wellington Group
Indiana
$221K – – –
FFA
1947
Fi3 Financial Advisors
Indiana
$220K +$273K +1,278 New
BWP
1948
Bernardo Wealth Planning
Pennsylvania
$219K +$209K +979 New
FWP
1949
Flatrock Wealth Partners
California
$218K +$207K +968 New
CWA
1950
Consilio Wealth Advisors
Washington
$218K +$208K +972 New
76 77
78
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