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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
NCM Capital Management
New Jersey
$223K -$23.1K -78 -9%
TSW
2102
Thompson Siegel & Walmsley
Virginia
$223K +$1.77K +6 +0.8%
GI
2103
Gradient Investments
Minnesota
$223K -$99.3K -336 -31%
MSAM
2104
Moloney Securities Asset Management
Missouri
$221K – – –
PAW
2105
Plan A Wealth
Nebraska
$221K +$223K +755 New
ECA
2106
Elevated Capital Advisors
Utah
$220K – – –
CWM
2107
Calamos Wealth Management
Illinois
$220K +$222K +751 New
NA
2108
Novus Advisors
South Carolina
$220K +$222K +750 New
MWM
2109
Maridea Wealth Management
New York
$220K +$222K +750 New
SWM
2110
Scissortail Wealth Management
Oklahoma
$219K +$220K +745 +24,833%
AIA
2111
Angeles Investment Advisors
California
$219K -$5.91K -20 -3%
PSIWM
2112
Paradigm Strategies in Wealth Management
Minnesota
$218K +$591 +2 +0.3%
FW
2113
FullCircle Wealth
Texas
$218K +$208K +704 New
BI
2114
Berkeley Inc
Idaho
$218K -$220K -745 -50%
SPWG
2115
Syntegra Private Wealth Group
Missouri
$218K – – –
JGIA
2116
Jackson Grant Investment Advisers
Connecticut
$218K -$23.3K -79 -10%
LSIA
2117
LaSalle St. Investment Advisors
Illinois
$217K +$220K +744 New
FPCG
2118
Forum Private Client Group
Indiana
$217K -$29.6K -100 -12%
ECM
2119
EagleClaw Capital Management
Massachusetts
$217K – – –
KFA
2120
Kelleher Financial Advisors
New York
$216K +$2.96K +10 +1%
MFGP
2121
Marshall Financial Group (Pennsylvania)
Pennsylvania
$216K – – –
AW
2122
Avion Wealth
Texas
$216K +$1.18K +4 +0.5%
ACC
2123
Acorn Creek Capital
Colorado
$215K +$217K +734 New
SSI
2124
Scott & Selber Inc
Texas
$214K -$127K -430 -37%
SIAG
2125
Signet Investment Advisory Group
Rhode Island
$214K – – –
83 84
85
86 87