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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1026
Karp Capital Management
California
$76K – – –
PCM
1027
Prelude Capital Management
New York
$72K -$1.19K -14 -2%
BCA
1028
Bray Capital Advisors
Florida
$72K +$76.7K +900 New
MCM
1029
Manchester Capital Management
Vermont
$68K – – –
SHJ
1030
Sharkey, Howes & Javer
Colorado
$68K +$72.5K +850 New
TCM
1031
Tradewinds Capital Management
Washington
$67K – – –
JAM
1032
Jolley Asset Management
North Carolina
$58K – – –
FPFS
1033
First Personal Financial Services
North Carolina
$56K – – –
BRWM
1034
B. Riley Wealth Management
Tennessee
$54K +$256 +3 +0.4%
CBT
1035
Central Bank & Trust
Kentucky
$53K +$5.03K +59 +10%
AC
1036
Alexandria Capital
Virginia
$52K – – –
TWMP
1037
Taylor Wealth Management Partners
Massachusetts
$52K +$55.4K +650 New
NYLT
1038
New York Life Trust
New York
$50K -$3.5K -41 -6%
LWA
1039
Lenox Wealth Advisors
New York
$48K – – –
AWA
1040
AmeriServ Wealth Advisors
Pennsylvania
$48K +$51.2K +600 New
CFSG
1041
Community Financial Services Group
Vermont
$46K +$1.96K +23 +4%
SCA
1042
Strategic Capital Alternatives
United States
$44K +$46.6K +547 New
VIA
1043
Vantage Investment Advisors
Pennsylvania
$41K -$18.4K -216 -30%
ASN
1044
Advisory Services Network
Georgia
$37K -$17.6K -206 -31%
WP
1045
WealthPLAN Partners
Nebraska
$35K -$62.8K -736 -63%
DA
1046
Dunvegan Associates
California
$35K -$14.5K -170 -28%
GWA
1047
Genesis Wealth Advisors
Massachusetts
$32.1K – – –
GAM
1048
Gemmer Asset Management
California
$32K – – –
FWM
1049
Focused Wealth Management
New York
$30K – – –
SIG
1050
Stanford Investment Group
California
$30K – – –
40 41
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43 44