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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
1926
K.J. Harrison & Partners
Ontario, Canada
$210K -$918K -3,758 -82%
NCM
1927
NCM Capital Management
New Jersey
$209K +$204K +836 New
SHJ
1928
Sharkey, Howes & Javer
Colorado
$208K +$204K +833 New
NEPPG
1929
New England Professional Planning Group
Rhode Island
$208K +$204K +833 New
ACP
1930
Aveo Capital Partners
Colorado
$208K +$210K +860 New
MPW
1931
Monterey Private Wealth
California
$208K +$203K +831 New
CWS
1932
Cypress Wealth Services
California
$207K -$235K -962 -54%
VC
1933
Veracity Capital
Georgia
$206K +$202K +826 New
D
1934
Diversified
Delaware
$206K +$202K +825 New
CWS
1935
Confluence Wealth Services
Pennsylvania
$205K +$201K +822 New
APA
1936
Astoria Portfolio Advisors
New York
$205K -$63K -258 -23%
DWA
1937
Delap Wealth Advisory
Oregon
$204K +$200K +818 New
MME
1938
Meag Munich Ergo
Germany
$204K – – –
IWN
1939
Independent Wealth Network
Iowa
$204K +$200K +817 New
CFG
1940
Clayton Financial Group
Missouri
$203K +$199K +814 New
UCB
1941
United Community Bank
South Carolina
$203K -$1.12M -4,598 -85%
HIS
1942
Horizon Investment Services
Indiana
$202K +$198K +810 New
RWP
1943
Ridgecrest Wealth Partners
California
$202K +$198K +810 New
SPL
1944
Smart Portfolios LLC
Washington
$202K +$198K +810 New
AWA
1945
Amplius Wealth Advisors
Pennsylvania
$202K -$14.7K -60 -7%
EBSAM
1946
Eubel Brady & Suttman Asset Management
Ohio
$202K +$198K +809 New
SWM
1947
Stockman Wealth Management
Montana
$201K -$18.8K -77 -9%
PAMG
1948
Patton Albertson Miller Group
Tennessee
$201K +$196K +804 New
MFG
1949
MidWestOne Financial Group
Iowa
$200K +$196K +802 New
ACM
1950
Armbruster Capital Management
New York
$200K +$196K +801 New
76 77
78
79 80