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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2051
Patton Fund Management
Texas
$219K +$25.8K +97 +13%
TC
2052
Trilogy Capital
California
$219K +$11.4K +43 +5%
KCM
2053
Kornitzer Capital Management
Kansas
$219K – – –
BFG
2054
Baron Financial Group
New Jersey
$218K – – –
CFG
2055
Carr Financial Group
Massachusetts
$216K +$224K +841 New
MWP
2056
Meridian Wealth Partners
Pennsylvania
$215K -$14.4K -54 -6%
FWA
2057
FORM Wealth Advisors
Wisconsin
$215K +$223K +836 New
MCM
2058
Monument Capital Management
Virginia
$215K -$103K -388 -32%
SHJ
2059
Sharkey, Howes & Javer
Colorado
$215K – – –
WCM
2060
Wedge Capital Management
North Carolina
$215K +$4.53K +17 +2%
NB
2061
Northwest Bancshares
Pennsylvania
$214K -$200K -750 -47%
DCP
2062
DSM Capital Partners
Florida
$213K -$727K -2,730 -77%
PAG
2063
Private Advisory Group
Washington
$213K -$10.1K -38 -4%
MHC
2064
May Hill Capital
Massachusetts
$213K +$220K +828 New
AP
2065
Anchyra Partners
Georgia
$213K +$220K +827 New
PHWM
2066
Pine Harbor Wealth Management
Maryland
$213K -$1.6K -6 -0.7%
BAM
2067
Blueshift Asset Management
New Jersey
$212K +$220K +825 New
HW
2068
HORAN Wealth
Ohio
$212K -$30.6K -115 -12%
IWP
2069
Innova Wealth Partners
Pennsylvania
$212K +$3.46K +13 +2%
JDLA
2070
J. Derek Lewis & Associates
California
$211K +$219K +822 New
JCM
2071
Jag Capital Management
Missouri
$211K +$219K +821 New
IRP
2072
Investment Research Partners
Pennsylvania
$211K +$218K +820 New
CA
2073
Claro Advisors
Massachusetts
$210K +$5.86K +22 +3%
GAM
2074
Gould Asset Management
California
$210K -$1.33K -5 -0.6%
CCG
2075
Chatham Capital Group
Georgia
$210K +$30.6K +115 +16%
81 82
83
84 85