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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1601
Marshall Financial Group (Maryland)
Maryland
$369K -$1.41M -6,063 -79%
WHCI
1602
W.H. Cornerstone Investments
Massachusetts
$368K +$1.86K +8 +0.5%
AL
1603
Aspiriant LLC
California
$367K +$40.8K +175 +12%
CWM
1604
Chronos Wealth Management
Florida
$366K – – –
FC
1605
FCA Corp
Texas
$366K – – –
PCMF
1606
Private Capital Management (Florida)
Florida
$366K -$205K -881 -36%
MFWP
1607
Mosaic Family Wealth Partners
Missouri
$365K +$9.32K +40 +3%
CBA
1608
Coastal Bridge Advisors
Connecticut
$364K -$6.99K -30 -2%
KP
1609
Keel Point
Alabama
$364K +$33.1K +142 +10%
AFG
1610
Atomi Financial Group
New York
$364K +$125K +538 +53%
FFA
1611
Founders Financial Alliance
North Carolina
$363K – – –
PWMG
1612
Private Wealth Management Group
New Jersey
$362K +$362K +1,552 New
ROTUOC
1613
Regents of the University of California
California
$361K – – –
GHAM
1614
Gilman Hill Asset Management
Connecticut
$360K – – –
SGAM
1615
Smith Group Asset Management
Texas
$360K +$360K +1,545 New
IF
1616
Intrua Financial
Texas
$358K -$49.6K -213 -12%
XWM
1617
Xcel Wealth Management
Florida
$358K – – –
SPIS
1618
Steward Partners Investment Solutions
Oregon
$358K +$358K +1,536 New
BW
1619
Bison Wealth
Georgia
$357K +$131K +561 +58%
MC
1620
Maverick Capital
Texas
$356K -$154K -660 -30%
GWAM
1621
Guardian Wealth Advisors (Minnesota)
Minnesota
$356K +$8.62K +37 +2%
WI
1622
WrapManager Inc
California
$353K -$19.1K -82 -5%
ZB
1623
Zions Bancorporation
Utah
$352K +$16.1K +69 +5%
CWM
1624
Concentric Wealth Management
California
$351K – – –
PFGIA
1625
Patriot Financial Group Insurance Agency
Massachusetts
$350K +$2.33K +10 +0.7%
63 64
65
66 67