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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2101
American Capital Advisory
Idaho
$4.66K +$4.66K +20 New
DWA
2102
Delos Wealth Advisors
Texas
$4.19K -$24.7K -106 -85%
WWM
2103
Wolff Wiese Magana
California
$4.19K – – –
BWAM
2104
Boyd Watterson Asset Management
Ohio
$3.5K – – –
TCA
2105
Trifecta Capital Advisors
Illinois
$3.5K – – –
BBPWM
2106
Blue Bell Private Wealth Management
Pennsylvania
$3.26K – – –
WAS
2107
Winch Advisory Services
Wisconsin
$2.64K – – –
CTB
2108
Country Trust Bank
Illinois
$2.1K -$34.9K -150 -94%
VNIM
2109
Vaughan Nelson Investment Management
Texas
$2K +$2.1K +9 New
IHWM
2110
Iron Horse Wealth Management
Iowa
$1.86K – – –
EC
2111
EdgeRock Capital
Colorado
$1.74K +$1.63K +7 New
FWM
2112
Focused Wealth Management
New York
$1.71K – – –
TWD
2113
True Wealth Design
Ohio
$1.63K – – –
PA
2114
PSI Advisors
Florida
$1.4K – – –
AIMA
2115
Ables Iannone Moore & Associates
Georgia
$1.4K +$1.4K +6 New
RS
2116
Rakuten Securities
Japan
$1.4K +$1.4K +6 New
FFA
2117
Frazier Financial Advisors
Ohio
$1.17K +$1.17K +5 New
CAM
2118
ClariVest Asset Management
California
$930 -$7.92K -34 -89%
CAM
2119
Costello Asset Management
Pennsylvania
$699 – – –
RA
2120
Rise Advisors
New York
$635 – – –
CJ
2121
Caitlin John
Michigan
$471 +$466 +2 New
FGAM
2122
Financial Gravity Asset Management
Texas
$467 +$233 +1 New
FP
2123
Financial Perspectives
Minnesota
$233 +$233 +1 New
LFA
2124
Level Financial Advisors
New York
$92 -$9.79K -42 Closed
GC
2125
Gillson Capital
Illinois
– -$29.9M -124,336 Closed
83 84
85
86 87