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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1951
PCG Asset Management
New Jersey
$284K +$287K +970 New
BHPW
1952
Beverly Hills Private Wealth
California
$284K +$32.5K +110 +13%
CPBTD
1953
Central Pacific Bank - Trust Division
Hawaii
$283K -$16.5K -56 -5%
HB
1954
HTLF Bank
Colorado
$283K – – –
BWM
1955
Baron Wealth Management
Michigan
$283K +$27.2K +92 +11%
JWBC
1956
John W. Bristol & Co
New York
$282K – – –
BW
1957
Blalock Williams
Alabama
$281K +$284K +961 New
TWM
1958
Tanager Wealth Management
United Kingdom
$280K -$23.3K -79 -8%
KFP
1959
KMG Fiduciary Partners
Ohio
$280K -$1.18K -4 -0.4%
COCM
1960
Charter Oak Capital Management
New Hampshire
$280K +$591 +2 +0.2%
GC
1961
Garde Capital
Washington
$280K – – –
SP
1962
Successful Portfolios
Florida
$280K -$3.25K -11 -1%
GCM
1963
Gables Capital Management
Florida
$280K – – –
DWM
1964
Dechtman Wealth Management
Colorado
$279K +$1.18K +4 +0.4%
CB
1965
CNB Bank
Pennsylvania
$278K – – –
WI
1966
Wedgewood Investors
Pennsylvania
$276K – – –
SCP
1967
Seizert Capital Partners
Michigan
$275K – – –
EWS
1968
Evergreen Wealth Solutions
Pennsylvania
$275K +$278K +941 New
FMB
1969
Field & Main Bank
Kentucky
$275K – – –
WWM
1970
Wiser Wealth Management
Georgia
$275K +$6.8K +23 +3%
SPL
1971
Smart Portfolios LLC
Washington
$274K – – –
MCA
1972
MSH Capital Advisors
Arizona
$274K -$10.3K -35 -4%
AW
1973
Alteri Wealth
California
$272K +$275K +930 New
QWM
1974
Quadcap Wealth Management
Texas
$272K -$296 -1 -0.1%
PWP
1975
Parkwoods Wealth Partners
New York
$272K – – –
77 78
79
80 81