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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2076
Falcon Wealth Planning
California
$232K +$8.87K +30 +4%
MAM
2077
McLean Asset Management
Virginia
$231K +$6.21K +21 +3%
SRC
2078
Sage Rhino Capital
California
$231K -$3.25K -11 -1%
KJHP
2079
K.J. Harrison & Partners
Ontario, Canada
$231K – – –
PWS
2080
Peterson Wealth Services
Utah
$231K – – –
AAG
2081
Armstrong Advisory Group
Massachusetts
$231K – – –
BC
2082
Bayforest Capital
United Kingdom
$231K +$233K +788 New
CNBOF
2083
City National Bank of Florida
Florida
$231K +$233K +788 New
MAG
2084
MRA Advisory Group
New Jersey
$230K -$44.3K -150 -16%
SCM
2085
SOL Capital Management
Maryland
$230K – – –
CFO
2086
CVA Family Office
Colorado
$230K +$22.8K +77 +11%
HCM
2087
Hollencrest Capital Management
California
$229K – – –
WAM
2088
Weatherly Asset Management
California
$228K – – –
CAL
2089
Capital Analysts LLC
Pennsylvania
$228K +$56.7K +192 +33%
ML
2090
Mayport LLC
Massachusetts
$228K +$230K +778 New
LA
2091
Latitude Advisors
Florida
$227K -$16.8K -57 -7%
GIM
2092
Grassi Investment Management
California
$227K +$229K +776 New
SWM
2093
Sugarloaf Wealth Management
Georgia
$227K – – –
RBC
2094
Roble Belko & Company
Pennsylvania
$226K – – –
RRA
2095
Round Rock Advisors
Connecticut
$225K +$228K +770 New
TIM
2096
Tortoise Investment Management
New York
$225K +$18.6K +63 +9%
PCH
2097
PGIM Custom Harvest
New Jersey
$224K +$226K +766 New
UFF
2098
USA Financial Formulas
Michigan
$224K +$226K +765 New
WDL
2099
Well Done LLC
Michigan
$224K – – –
JCM
2100
Jag Capital Management
Missouri
$224K -$75.4K -255 -25%
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84
85 86