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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1476
Xcel Wealth Management
Florida
$379K +$226 +1 +0.1%
IF
1477
Insight Folios
North Carolina
$379K +$30.1K +133 +9%
SL
1478
Summitry LLC
California
$379K +$348K +1,535 New
FWM
1479
Frontier Wealth Management
Missouri
$378K -$4.53K -20 -1%
PS
1480
Portfolio Strategies
New York
$378K – – –
DWP
1481
Destiny Wealth Partners
Florida
$376K – – –
LWM
1482
Laidlaw Wealth Management
New York
$376K +$345K +1,526 New
1WA
1483
180 Wealth Advisors
Washington
$375K -$46.2K -204 -11%
SAA
1484
Southeast Asset Advisors
Georgia
$375K -$906 -4 -0.3%
CAG
1485
Crestwood Advisors Group
Massachusetts
$374K -$19.5K -86 -5%
VVP
1486
Venture Visionary Partners
Ohio
$373K – – –
BIP
1487
Blueprint Investment Partners
North Carolina
$373K +$207K +913 +152%
CIC
1488
Cornercap Investment Counsel
Georgia
$372K -$20.8K -92 -6%
BRWM
1489
B. Riley Wealth Management
Tennessee
$372K +$65.2K +288 +24%
CWP
1490
CFM Wealth Partners
Texas
$371K – – –
LRWA
1491
Long Run Wealth Advisors
New York
$371K +$340K +1,503 New
WDL
1492
Well Done LLC
Michigan
$369K -$4.3K -19 -1%
SFG
1493
SNS Financial Group
Minnesota
$369K -$679 -3 -0.2%
AII
1494
AGF Investments Inc
Ontario, Canada
$369K +$158K +696 +87%
JWBC
1495
John W. Bristol & Co
New York
$368K – – –
CBA
1496
Coastal Bridge Advisors
Connecticut
$368K +$5.43K +24 +2%
PP
1497
PDS Planning
Ohio
$367K +$1.13K +5 +0.3%
FC
1498
FCA Corp
Texas
$366K – – –
BWM
1499
Baystate Wealth Management
Massachusetts
$366K +$10.4K +46 +3%
BCAM
1500
Boston Common Asset Management
Massachusetts
$365K +$16.8K +74 +5%
58 59
60
61 62