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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1476
Strategy Asset Managers
California
$438K -$9.08K -37 -2%
FL
1477
Fort LP
Maryland
$438K -$143K -581 -24%
AWM
1478
Arista Wealth Management
Nevada
$437K +$449K +1,829 New
WSCM
1479
Wellington Shields Capital Management
New York
$436K – – –
EWA
1480
Exencial Wealth Advisors
Oklahoma
$436K +$8.35K +34 +2%
TWA
1481
Talisman Wealth Advisors
New Jersey
$434K +$446K +1,816 New
BRM
1482
Boston Research & Management
Massachusetts
$433K – – –
BFG
1483
Baron Financial Group
New Jersey
$431K +$98K +399 +28%
FC
1484
Forte Capital
New York
$430K -$12.3K -50 -3%
CC
1485
Centiva Capital
New York
$430K -$662K -2,698 -60%
CWC
1486
Carolinas Wealth Consulting
North Carolina
$429K +$246 +1 +0%
WCM
1487
Wallace Capital Management
Texas
$428K – – –
SWM
1488
Seaside Wealth Management
California
$427K – – –
CWS
1489
Cypress Wealth Services
California
$427K +$1.96K +8 +0.4%
PSB
1490
Piscataqua Savings Bank
New Hampshire
$427K – – –
WFI
1491
West Family Investments
California
$426K +$39K +159 +10%
CAM
1492
Columbia Asset Management
Michigan
$423K – – –
SCP
1493
Sandhill Capital Partners
New York
$423K -$17.2K -70 -4%
IFG
1494
Independent Financial Group
California
$422K -$5.65K -23 -1%
KMWM
1495
Keudell/Morrison Wealth Management
Oregon
$421K -$23.1K -94 -5%
VCP
1496
Verus Capital Partners
Arizona
$421K +$54.5K +222 +14%
FAFN
1497
First Affirmative Financial Network
Colorado
$419K +$17.7K +72 +4%
PA
1498
Perennial Advisors
New York
$418K – – –
SWM
1499
Shakespeare Wealth Management
Wisconsin
$418K – – –
HA
1500
Hofer & Associates
California
$416K +$1.23K +5 +0.3%
58 59
60
61 62