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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Capital Wealth Planning
Florida
$562K -$298K -1,446 -34%
PF
1202
Phoenix Financial
Israel
$560K +$579K +2,811 New
CRIG
1203
Charter Research & Investment Group
Connecticut
$556K – – –
OC
1204
Oakworth Capital
Alabama
$554K +$82.4K +400 +17%
WA
1205
Wealth Architects
California
$553K +$12.4K +60 +2%
BDF
1206
Balasa Dinverno & Foltz
$552K -$3.5K -17 -0.6%
PL
1207
Plancorp LLC
Missouri
$548K +$5.56K +27 +1%
BAM
1208
Brave Asset Management
New Jersey
$547K +$8.65K +42 +2%
PCI
1209
Pacifica Capital Investments
Texas
$544K – – –
MCM
1210
McRae Capital Management
New Jersey
$540K – – –
VWM
1211
Valley Wealth Managers
New Jersey
$540K +$24.3K +118 +5%
LAM
1212
LifePro Asset Management
California
$534K -$1.03K -5 -0.2%
NB
1213
Northwest Bancshares
Pennsylvania
$533K – – –
BOS
1214
Bingham Osborn & Scarborough
California
$532K +$11.5K +56 +2%
SWP
1215
Summit Wealth Partners
Florida
$530K – – –
JWM
1216
Jeppson Wealth Management
California
$527K +$7.21K +35 +1%
PCP
1217
Proficio Capital Partners
Massachusetts
$525K -$44.3K -215 -8%
FFA
1218
First Foundation Advisors
California
$525K +$29.7K +144 +6%
BCM
1219
Becker Capital Management
Oregon
$520K +$20K +97 +4%
IWM
1220
IHT Wealth Management
Illinois
$517K -$996K -4,835 -65%
IFWM
1221
Institute for Wealth Management
Colorado
$517K – – –
FB
1222
Fulton Bank
Pennsylvania
$516K -$57.7K -280 -10%
SAM
1223
Silphium Asset Management
United Kingdom
$510K +$526K +2,552 New
SMH
1224
Sanders Morris Harris
Texas
$508K – – –
TCBWMS
1225
Texas Capital Bank Wealth Management Services
Texas
$508K +$53.6K +260 +11%
47 48
49
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