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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1551
Jump Financial
Illinois
$372K -$6.97M -28,393 -95%
AL
1552
Aspiriant LLC
California
$371K +$23.3K +95 +7%
HW
1553
Hancock Whitney
Mississippi
$371K +$14.5K +59 +4%
ROTUOC
1554
Regents of the University of California
California
$370K -$1.96K -8 -0.5%
EWM
1555
Endurance Wealth Management
Rhode Island
$370K – – –
AFG
1556
Allegheny Financial Group
Pennsylvania
$370K -$24.6K -100 -6%
SFG
1557
SNS Financial Group
Minnesota
$370K +$1.96K +8 +0.5%
IFS
1558
Ifrah Financial Services
Arkansas
$369K -$4.91K -20 -1%
LWP
1559
Lumature Wealth Partners
Georgia
$369K -$24.3K -99 -6%
XWM
1560
Xcel Wealth Management
Florida
$367K -$246 -1 -0.1%
ACM
1561
AlphaStar Capital Management
North Carolina
$366K -$1.96K -8 -0.5%
PS
1562
Portfolio Strategies
New York
$366K – – –
VCM
1563
Vigilant Capital Management
Maine
$366K – – –
MFWP
1564
Mosaic Family Wealth Partners
Missouri
$365K +$375K +1,526 New
IFU
1565
iSAM Funds (UK)
United Kingdom
$363K +$373K +1,520 New
CWM
1566
Concentric Wealth Management
California
$362K -$9.82K -40 -3%
CBA
1567
Coastal Bridge Advisors
Connecticut
$359K +$737 +3 +0.2%
CFS
1568
Capital Financial Services
New York
$358K -$24.6K -100 -6%
1WM
1569
1900 Wealth Management
Texas
$358K – – –
CAG
1570
Crestwood Advisors Group
Massachusetts
$357K -$162K -660 -31%
FUBT
1571
First United Bank & Trust
Maryland
$357K – – –
JWBC
1572
John W. Bristol & Co
New York
$356K – – –
BCAM
1573
Boston Common Asset Management
Massachusetts
$356K +$8.84K +36 +2%
CIC
1574
Cornercap Investment Counsel
Georgia
$355K – – –
HFP
1575
Holistic Financial Partners
Indiana
$355K -$98.7K -402 -21%
61 62
63
64 65