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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1926
Tennessee Valley Asset Management Partners
Tennessee
$150K +$150K +645 New
RFS
1927
Richardson Financial Services
Massachusetts
$145K +$145K +624 New
CCM
1928
CAAS Capital Management
New York
$140K +$140K +600 New
OBWP
1929
O'Brien Wealth Partners
Massachusetts
$138K +$1.4K +6 +1%
BWL
1930
Bogart Wealth LLC
Virginia
$135K – – –
SIS
1931
Sound Income Strategies
Florida
$130K +$87.8K +377 +207%
CH
1932
Canton Hathaway
Rhode Island
$130K – – –
FWM
1933
FSA Wealth Management
Massachusetts
$128K +$128K +550 New
QL
1934
Quarry LP
New York
$126K +$9.09K +39 +8%
CWM
1935
Cranbrook Wealth Management
Michigan
$124K – – –
TWM
1936
Tradition Wealth Management
Minnesota
$124K -$3.03K -13 -2%
TSWM
1937
Tyler-Stone Wealth Management
Ohio
$124K +$10.7K +46 +9%
RIM
1938
Rockbridge Investment Management
New York
$123K +$123K +527 New
LFG
1939
Larson Financial Group
Missouri
$122K +$37K +159 +43%
TIM
1940
Tortoise Investment Management
New York
$122K +$11K +47 +10%
TLA
1941
Tanglewood Legacy Advisors
Texas
$122K – – –
SIC
1942
SJS Investment Consulting
Ohio
$119K -$699 -3 -0.6%
EAM
1943
EdenTree Asset Management
United Kingdom
$116K – – –
AA
1944
Addison Advisors
Vermont
$115K – – –
MHR
1945
Matthew Hamilton Rosenberg
$114K -$28.4K -122 -20%
CFD
1946
Creative Financial Designs
Indiana
$113K – – –
CSC
1947
Caldwell Sutter Capital
California
$111K – – –
PCFFS
1948
Pacific Center for Financial Services
California
$111K – – –
GPI
1949
General Partner Inc
Pennsylvania
$111K – – –
FCA
1950
FinTrust Capital Advisors
South Carolina
$110K +$19.3K +83 +21%
76 77
78
79 80