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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1251
Windsor Wealth Management
Indiana
$310K -$55.5K -396 -16%
BOM
1252
Bank of Marin
California
$310K – – –
OC
1253
Oakworth Capital
Alabama
$309K – – –
DAM
1254
Delta Asset Management
Tennessee
$308K -$3.64K -26 -1%
GCAC
1255
Guardian Capital Advisors (Canada)
Ontario, Canada
$308K – – –
GVAG
1256
Great Valley Advisor Group
Delaware
$308K +$11.6K +83 +4%
TAM
1257
Trust Asset Management
Texas
$306K +$307K +2,191 New
WI
1258
WrapManager Inc
California
$305K -$496K -3,543 -62%
FHA
1259
First Horizon Advisors
Tennessee
$305K -$5.61K -40 -2%
ACM
1260
Aljian Capital Management
Nevada
$303K -$5.61K -40 -2%
CWM
1261
Chronos Wealth Management
Florida
$303K – – –
MWPCG
1262
Measured Wealth Private Client Group
New Hampshire
$303K +$305K +2,173 New
KMWM
1263
Keudell/Morrison Wealth Management
Oregon
$301K -$200K -1,424 -40%
GAG
1264
GM Advisory Group
New York
$301K – – –
CAMG
1265
CWA Asset Management Group
Florida
$300K -$8.27K -59 -3%
CCT
1266
Country Club Trust
Missouri
$300K – – –
BIA
1267
BHK Investment Advisors
Alabama
$300K +$42.2K +301 +16%
FMB
1268
Field & Main Bank
Kentucky
$299K – – –
IP
1269
Isthmus Partners
Wisconsin
$299K – – –
FFA
1270
First Foundation Advisors
California
$299K +$301K +2,145 New
IFWM
1271
Institute for Wealth Management
Colorado
$298K +$60.3K +430 +25%
VWM
1272
Valley Wealth Managers
New Jersey
$297K – – –
GGI
1273
Godsey & Gibb Inc
Virginia
$296K -$4.06K -29 -1%
NPF
1274
Norris Perne & French
Michigan
$296K +$7.01K +50 +2%
FA
1275
Financial Advisors
Massachusetts
$295K – – –
49 50
51
52 53