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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1376
Marco Investment Management
Georgia
$307K – – –
WWM
1377
Western Wealth Management
Colorado
$305K -$267K -1,628 -48%
EI
1378
Ellevest Inc
New York
$303K +$30.5K +186 +12%
LC
1379
Lindbrook Capital
California
$301K +$8.21K +50 +3%
CG
1380
Corundum Group
Colorado
$299K +$21.8K +133 +8%
GEM
1381
Global Endowment Management
North Carolina
$298K -$4.89M -29,750 -95%
AIA
1382
AIMZ Investment Advisors
California
$297K – – –
ONST
1383
Old North State Trust
North Carolina
$297K +$138K +838 +99%
APG
1384
Abacus Planning Group
South Carolina
$296K -$2.46K -15 -0.9%
GWM
1385
GSB Wealth Management
Connecticut
$296K – – –
LWA
1386
Lenox Wealth Advisors
New York
$293K – – –
OIA
1387
OneDigital Investment Advisors
Kansas
$292K -$107K -651 -28%
CFM
1388
Coronation Fund Managers
South Africa
$292K -$5.75K -35 -2%
AC
1389
Apella Capital
Connecticut
$292K -$493 -3 -0.2%
MFW
1390
Mosaic Family Wealth
Missouri
$289K – – –
PFO
1391
Pathstone Family Office
New Jersey
$288K +$213K +1,299 +385%
CFN
1392
Cordasco Financial Network
Florida
$286K – – –
KPW
1393
Kore Private Wealth
New York
$286K +$267K +1,624 New
SEEDPG
1394
S.E.E.D. Planning Group
New York
$285K -$73.7K -449 -22%
W
1395
WealthOne
New York
$285K -$37.8K -230 -12%
CAG
1396
Crestwood Advisors Group
Massachusetts
$285K +$265K +1,616 New
AF
1397
Allworth Financial
California
$284K -$328 -2 -0.1%
FAM
1398
Formidable Asset Management
Ohio
$284K – – –
SCA
1399
STALEY CAPITAL ADVISERS
Pennsylvania
$284K – – –
VAM
1400
Verity Asset Management
North Carolina
$284K +$264K +1,610 New
54 55
56
57 58