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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1351
Omnia Family Wealth
Florida
$552K – – –
SG
1352
StoneX Group
New York
$552K -$28.5K -116 -5%
EA
1353
Emerald Advisors
Washington
$551K +$10.6K +43 +2%
SAM
1354
Sompo Asset Management
Japan
$549K -$4.91K -20 -0.9%
BFPW
1355
BOK Financial Private Wealth
Colorado
$549K -$420K -1,712 -43%
MWM
1356
Merriman Wealth Management
Washington
$548K +$560K +2,282 New
OCPWS
1357
One Charles Private Wealth Services
Massachusetts
$545K -$2.21K -9 -0.4%
WA
1358
Waverly Advisors
Alabama
$544K +$21.9K +89 +4%
GAMC
1359
Garner Asset Management Corp
Texas
$544K +$4.42K +18 +0.8%
SPP
1360
Single Point Partners
Massachusetts
$544K +$288K +1,174 +107%
GCAC
1361
Guardian Capital Advisors (Canada)
Ontario, Canada
$543K – – –
TCBWMS
1362
Texas Capital Bank Wealth Management Services
Texas
$543K -$51.6K -210 -8%
FFN
1363
Focus Financial Network
Minnesota
$542K +$491 +2 +0.1%
CSIA
1364
Carl Stuart Investment Advisor
Texas
$542K – – –
AFC
1365
AFT Forsyth & Company
Florida
$541K – – –
CM
1366
Columbus Macro
Pennsylvania
$539K +$28.7K +117 +5%
WFAG
1367
Wescott Financial Advisory Group
Pennsylvania
$539K -$204K -832 -27%
EWA
1368
Etesian Wealth Advisors
Oregon
$537K +$552K +2,247 New
GEA
1369
Glen Eagle Advisors
New Jersey
$536K -$40.3K -164 -7%
GWM
1370
Greenwich Wealth Management
Connecticut
$536K -$20.4K -83 -4%
FB
1371
Fulton Bank
Pennsylvania
$536K +$32.2K +131 +6%
SHGA
1372
Sand Hill Global Advisors
California
$536K +$196K +797 +55%
WP
1373
WealthSource Partners
California
$533K -$96.5K -393 -15%
OCG
1374
Opus Capital Group
Ohio
$531K +$74.9K +305 +16%
PCMU
1375
Paragon Capital Management (Utah)
Utah
$531K +$545K +2,221 New
53 54
55
56 57