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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1601
MJP Associates
Connecticut
$369K +$139K +597 +60%
MFGM
1602
Marshall Financial Group (Maryland)
Maryland
$369K -$1.41M -6,063 -79%
WHCI
1603
W.H. Cornerstone Investments
Massachusetts
$368K +$1.86K +8 +0.5%
AL
1604
Aspiriant LLC
California
$367K +$40.8K +175 +12%
CWM
1605
Chronos Wealth Management
Florida
$366K – – –
FC
1606
FCA Corp
Texas
$366K – – –
PCMF
1607
Private Capital Management (Florida)
Florida
$366K -$205K -881 -36%
MFWP
1608
Mosaic Family Wealth Partners
Missouri
$365K +$9.32K +40 +3%
CBA
1609
Coastal Bridge Advisors
Connecticut
$364K -$6.99K -30 -2%
KP
1610
Keel Point
Alabama
$364K +$33.1K +142 +10%
AFG
1611
Atomi Financial Group
New York
$364K +$125K +538 +53%
FFA
1612
Founders Financial Alliance
North Carolina
$363K – – –
PWMG
1613
Private Wealth Management Group
New Jersey
$362K +$362K +1,552 New
ROTUOC
1614
Regents of the University of California
California
$361K – – –
GHAM
1615
Gilman Hill Asset Management
Connecticut
$360K – – –
SGAM
1616
Smith Group Asset Management
Texas
$360K +$360K +1,545 New
IF
1617
Intrua Financial
Texas
$358K -$49.6K -213 -12%
XWM
1618
Xcel Wealth Management
Florida
$358K – – –
SPIS
1619
Steward Partners Investment Solutions
Oregon
$358K +$358K +1,536 New
BW
1620
Bison Wealth
Georgia
$357K +$131K +561 +58%
MC
1621
Maverick Capital
Texas
$356K -$154K -660 -30%
GWAM
1622
Guardian Wealth Advisors (Minnesota)
Minnesota
$356K +$8.62K +37 +2%
WI
1623
WrapManager Inc
California
$353K -$19.1K -82 -5%
ZB
1624
Zions Bancorporation
Utah
$352K +$16.1K +69 +5%
CWM
1625
Concentric Wealth Management
California
$351K – – –
63 64
65
66 67