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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1251
Dakota Wealth Management
Florida
$335K -$482K -3,368 -60%
FHA
1252
First Horizon Advisors
Tennessee
$333K +$5.16K +36 +2%
DAM
1253
Delta Asset Management
Tennessee
$332K -$3.58K -25 -1%
BOCM
1254
Bontempo Ohly Capital Management
Maryland
$332K – – –
ACM
1255
Aljian Capital Management
Nevada
$331K -$35.1K -245 -10%
BOM
1256
Bank of Marin
California
$331K – – –
OC
1257
Oakworth Capital
Alabama
$330K – – –
CRWM
1258
Castle Rock Wealth Management
California
$330K +$143 +1 +0%
CAMG
1259
CWA Asset Management Group
Florida
$329K +$46.4K +324 +17%
MC
1260
Maverick Capital
Texas
$328K +$316K +2,206 New
RCA
1261
Rowland Carmichael Advisors
Arizona
$326K -$496K -3,461 -61%
FA
1262
FCG Advisors
New Jersey
$326K +$2.58K +18 +0.8%
ODCM
1263
Old Dominion Capital Management
Virginia
$325K -$420K -2,930 -57%
ZB
1264
Zions Bancorporation
Utah
$325K -$239K -1,672 -43%
CWM
1265
Chronos Wealth Management
Florida
$323K – – –
RZH
1266
Relyea Zuckerberg Hanson
Connecticut
$322K -$20.3K -142 -6%
TMAM
1267
Tokio Marine Asset Management
Japan
$322K +$47K +328 +18%
GAG
1268
GM Advisory Group
New York
$321K +$40.8K +285 +15%
GGI
1269
Godsey & Gibb Inc
Virginia
$320K -$3.01K -21 -1%
IP
1270
Isthmus Partners
Wisconsin
$320K – – –
FMB
1271
Field & Main Bank
Kentucky
$319K +$306K +2,140 New
VWM
1272
Valley Wealth Managers
New Jersey
$318K – – –
BCA
1273
Bay Colony Advisors
Massachusetts
$316K +$5.16K +36 +2%
GVAG
1274
Great Valley Advisor Group
Delaware
$316K +$6.59K +46 +2%
QCM
1275
Quantinno Capital Management
New York
$315K -$53.3K -372 -15%
49 50
51
52 53