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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1951
San Luis Wealth Advisors
California
$256K -$47.4K -178 -15%
TCM
1952
Telos Capital Management
California
$256K -$45.3K -170 -15%
TWP
1953
Tower Wealth Partners
Pennsylvania
$255K +$13.3K +50 +5%
OP
1954
ORG Partners
Indiana
$255K +$6.92K +26 +3%
COCM
1955
Charter Oak Capital Management
New Hampshire
$255K -$114K -429 -30%
GSC
1956
Ground Swell Capital
South Carolina
$255K -$89.4K -336 -25%
TBC
1957
Ted Buchan & Co
California
$255K – – –
JIP
1958
Jaffetilchin Investment Partners
Florida
$255K -$10.4K -39 -4%
PAA
1959
Peregrine Asset Advisers
Oregon
$254K – – –
SCP
1960
Sivia Capital Partners
California
$254K +$28.5K +107 +12%
NFTC
1961
North Forty Two & Co
Oregon
$254K – – –
WCM
1962
Winthrop Capital Management
Indiana
$253K +$261K +982 New
BMM
1963
Berkshire Money Management
Massachusetts
$253K +$261K +982 New
WW
1964
Westshore Wealth
California
$252K – – –
AIM
1965
Allen Investment Management
New York
$252K +$58K +218 +29%
AFP
1966
Ausdal Financial Partners
Iowa
$251K +$43.1K +162 +20%
RFP
1967
Root Financial Partners
California
$251K -$115K -431 -31%
PCFFS
1968
Pacific Center for Financial Services
California
$249K – – –
FA
1969
Fermata Advisors
California
$249K +$1.33K +5 +0.5%
RTC
1970
Real Talk Capital
Tennessee
$249K -$12.8K -48 -5%
APC
1971
Aspire Private Capital
North Carolina
$248K – – –
BHPW
1972
Beverly Hills Private Wealth
California
$248K -$3.46K -13 -1%
JWBC
1973
John W. Bristol & Co
New York
$247K – – –
SSCA
1974
South Shore Capital Advisors
Massachusetts
$247K +$256K +961 New
SWM
1975
Spire Wealth Management
Virginia
$247K -$232K -873 -48%
77 78
79
80 81