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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1926
Aspire Private Capital
North Carolina
$311K -$9.52K -31 -3%
LAM
1927
Lifestyle Asset Management
Texas
$311K +$309K +1,007 New
BFPW
1928
BOK Financial Private Wealth
Colorado
$310K – – –
TIM
1929
Thompson Investment Management
Wisconsin
$308K -$45.2K -147 -13%
FUBT
1930
First United Bank & Trust
Maryland
$308K -$13.2K -43 -4%
CI
1931
Corient IA
Florida
$308K – – –
GCM
1932
GKV Capital Management
California
$308K – – –
MWA
1933
Martel Wealth Advisors
Washington
$308K – – –
MFC
1934
Mechanics Financial Corp
Ohio
$308K – – –
MCM
1935
Mill Capital Management
North Carolina
$308K – – –
FIA
1936
FNY Investment Advisers
New York
$308K +$307K +1,000 New
OP
1937
ORG Partners
Indiana
$308K -$12K -39 -4%
WAG
1938
Windsor Advisory Group
Ohio
$308K +$28.9K +94 +10%
AIM
1939
Avity Investment Management
Connecticut
$307K – – –
FCFC
1940
First Commonwealth Financial Corp
Pennsylvania
$306K – – –
RTC
1941
Real Talk Capital
Tennessee
$306K +$307 +1 +0.1%
FA
1942
Fermata Advisors
California
$306K +$82.6K +269 +37%
TBC
1943
Ted Buchan & Co
California
$305K – – –
PAA
1944
Peregrine Asset Advisers
Oregon
$305K – – –
WWM
1945
Wiser Wealth Management
Georgia
$305K +$14.4K +47 +5%
NFTC
1946
North Forty Two & Co
Oregon
$304K – – –
QWM
1947
Quadcap Wealth Management
Texas
$303K +$13.2K +43 +5%
CWS
1948
Cypress Wealth Services
California
$302K +$21.5K +70 +8%
WW
1949
Westshore Wealth
California
$302K – – –
AF
1950
Advisornet Financial
Minnesota
$299K -$2.76K -9 -0.9%
76 77
78
79 80