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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
1926
Forum Private Client Group
Indiana
$210K +$205K +840 New
SIC
1927
Sterling Investment Counsel
New York
$210K +$205K +840 New
KJHP
1928
K.J. Harrison & Partners
Ontario, Canada
$210K -$918K -3,758 -82%
NCM
1929
NCM Capital Management
New Jersey
$209K +$204K +836 New
SHJ
1930
Sharkey, Howes & Javer
Colorado
$208K +$204K +833 New
NEPPG
1931
New England Professional Planning Group
Rhode Island
$208K +$204K +833 New
ACP
1932
Aveo Capital Partners
Colorado
$208K +$210K +860 New
MPW
1933
Monterey Private Wealth
California
$208K +$203K +831 New
CWS
1934
Cypress Wealth Services
California
$207K -$235K -962 -54%
VC
1935
Veracity Capital
Georgia
$206K +$202K +826 New
D
1936
Diversified
Delaware
$206K +$202K +825 New
CWS
1937
Confluence Wealth Services
Pennsylvania
$205K +$201K +822 New
APA
1938
Astoria Portfolio Advisors
New York
$205K -$63K -258 -23%
DWA
1939
Delap Wealth Advisory
Oregon
$204K +$200K +818 New
MME
1940
Meag Munich Ergo
Germany
$204K – – –
IWN
1941
Independent Wealth Network
Iowa
$204K +$200K +817 New
CFG
1942
Clayton Financial Group
Missouri
$203K +$199K +814 New
UCB
1943
United Community Bank
South Carolina
$203K -$1.12M -4,598 -85%
HIS
1944
Horizon Investment Services
Indiana
$202K +$198K +810 New
RWP
1945
Ridgecrest Wealth Partners
California
$202K +$198K +810 New
SPL
1946
Smart Portfolios LLC
Washington
$202K +$198K +810 New
AWA
1947
Amplius Wealth Advisors
Pennsylvania
$202K -$14.7K -60 -7%
EBSAM
1948
Eubel Brady & Suttman Asset Management
Ohio
$202K +$198K +809 New
SWM
1949
Stockman Wealth Management
Montana
$201K -$18.8K -77 -9%
PAMG
1950
Patton Albertson Miller Group
Tennessee
$201K +$196K +804 New
76 77
78
79 80