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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1076
Krilogy Financial
Missouri
$39K +$177 +2 +0.5%
CF
1077
CenterStar Fund
Illinois
$38K – – –
GAM
1078
Gemmer Asset Management
California
$37K – – –
CWM
1079
Catamount Wealth Management
Connecticut
$37K +$35.3K +400 New
SIG
1080
Stanford Investment Group
California
$35K – – –
AOWM
1081
Alpha Omega Wealth Management
Virginia
$34K – – –
KPCM
1082
Kings Point Capital Management
New York
$34K – – –
WI
1083
Wintrust Investments
Illinois
$33K +$320K +3,629 New
RFWA
1084
RPg Family Wealth Advisory
Massachusetts
$32.8K +$31.5K +357 New
RI
1085
Redwood Investments
Massachusetts
$32K -$1.59K -18 -5%
EWM
1086
Edge Wealth Management
New York
$32K +$26.5K +300 +600%
VNA
1087
Valley National Advisers
Pennsylvania
$30K +$88 +1 +0.3%
CCMW
1088
Cypress Capital Management (Wyoming)
Wyoming
$27.6K – – –
CTB
1089
Country Trust Bank
Illinois
$26K – – –
GI
1090
Gradient Investments
Minnesota
$24K -$8.74K -99 -28%
FWM
1091
Focused Wealth Management
New York
$24K -$2.12K -24 -8%
JSAM
1092
J. Safra Asset Management
New York
$23K -$453K -5,135 -95%
ADL
1093
Asset Dedication LLC
California
$21K -$15.7K -178 -44%
TDC
1094
Thompson Davis & Co
Virginia
$21K – – –
CCM
1095
Cribstone Capital Management
Maine
$21K +$19.8K +224 New
WA
1096
Winfield Associates
Ohio
$20K +$6.62K +75 +54%
LWM
1097
LBA Wealth Management
Florida
$19K – – –
SWA
1098
Sutton Wealth Advisors
Florida
$18.6K – – –
SBL
1099
Sargent Bickham Lagudis
Colorado
$18K -$660K -7,474 -97%
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
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