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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1501
Pure Financial Advisors
California
$500K +$142K +665 +42%
NAMNJ
1502
NorthStar Asset Management (New Jersey)
New Jersey
$500K – – –
DCM
1503
Dorato Capital Management
Colorado
$499K +$6.41K +30 +1%
SSWM
1504
Smith Salley Wealth Management
North Carolina
$499K +$476K +2,227 New
HDIM
1505
Hanson & Doremus Investment Management
Vermont
$498K -$27.6K -129 -5%
NG
1506
Navigation Group
California
$495K – – –
LI
1507
LMCG Investments
Massachusetts
$495K – – –
TWM
1508
Tolleson Wealth Management
Texas
$494K – – –
BFC
1509
Blue Fin Capital
Rhode Island
$493K -$855 -4 -0.2%
CCM
1510
Chiron Capital Management
Florida
$493K -$21.4K -100 -4%
1WM
1511
1900 Wealth Management
Texas
$489K +$133K +623 +40%
AAM
1512
Aureus Asset Management
Massachusetts
$488K -$19.5K -91 -4%
SFG
1513
SNS Financial Group
Minnesota
$485K +$213K +997 +85%
BCM
1514
Brasada Capital Management
Texas
$484K -$214 -1 -0%
GWM
1515
Greenwich Wealth Management
Connecticut
$484K +$78K +365 +20%
JTWM
1516
Jackson Thornton Wealth Management
Alabama
$484K -$33.3K -156 -7%
MA
1517
MONECO Advisors
Connecticut
$484K +$42.3K +198 +10%
GPWM
1518
Grant Private Wealth Management
California
$483K +$161K +753 +54%
AWA
1519
ARQ Wealth Advisors
Arizona
$483K -$147K -687 -26%
RSWM
1520
Robertson Stephens Wealth Management
California
$480K -$7.27K -34 -2%
VP
1521
Verum Partners
North Carolina
$478K +$28.9K +135 +7%
CFG
1522
Cooper Financial Group
California
$477K +$137K +639 +43%
FGWP
1523
Founders Grove Wealth Partners
Virginia
$475K +$29.7K +139 +7%
RPWA
1524
Regent Peak Wealth Advisors
Georgia
$475K +$14.7K +69 +3%
GM
1525
GeoWealth Management
Illinois
$474K -$113K -527 -20%
59 60
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62 63