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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2201
Riverview Trust Company
Washington
$141K – – –
T
2202
TOBAM
France
$141K -$106K -357 -43%
AIM
2203
Acropolis Investment Management
Missouri
$140K +$296 +1 +0.2%
CSC
2204
Caldwell Sutter Capital
California
$139K – – –
FFO
2205
Fortitude Family Office
Arizona
$137K -$12.7K -43 -8%
CTWM
2206
Cherry Tree Wealth Management
Minnesota
$134K – – –
VIA
2207
Virtus Investment Advisers
Connecticut
$134K – – –
RFS
2208
Richardson Financial Services
Massachusetts
$134K -$49.4K -167 -27%
PCWA
2209
Pacific Capital Wealth Advisors
California
$132K – – –
PS
2210
Pinney & Scofield
Massachusetts
$132K +$133K +450 New
SOW
2211
State of Wyoming
Wyoming
$131K +$27.5K +93 +26%
ME
2212
McIlrath & Eck
Washington
$130K +$16.5K +56 +14%
WI
2213
Wintrust Investments
Illinois
$130K +$9.46K +32 +8%
GSWM
2214
Golden State Wealth Management
California
$128K +$129K +436 New
ITIM
2215
Indiana Trust & Investment Management
Indiana
$127K – – –
DPW
2216
DiNuzzo Private Wealth
Pennsylvania
$124K – – –
TFIPS
2217
Towarzystwo Funduszy Inwestycyjnych PZU SA
$124K -$4.43K -15 -3%
VWA
2218
Valued Wealth Advisors
Utah
$122K +$3.55K +12 +3%
KC
2219
Knuff & Co
California
$121K – – –
CW
2220
Curio Wealth
Maryland
$120K +$121K +410 New
BMC
2221
Bear Mountain Capital
Washington
$118K – – –
BFP
2222
Briaud Financial Planning
Texas
$117K – – –
TC
2223
Trust Company
Kansas
$117K – – –
SIC
2224
SJS Investment Consulting
Ohio
$116K -$33.1K -112 -22%
FPF
2225
First Pacific Financial
Washington
$115K -$2.07K -7 -2%
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89
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