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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1676
Private Ocean
California
$12K – – –
FGAM
1677
Financial Gravity Asset Management
Texas
$12K +$12K +73 New
EWA
1678
Evolution Wealth Advisors
Florida
$11K -$5.42K -33 -35%
FCM
1679
Firestone Capital Management
Florida
$11K – – –
PGAM
1680
Princeton Global Asset Management
New Jersey
$11K – – –
RWM
1681
Raffa Wealth Management
District of Columbia
$10.9K +$1.97K +12 +24%
H
1682
Hexavest
Quebec, Canada
$10K -$7.88K -48 -47%
TC
1683
Truvestments Capital
Florida
$10K +$9.69K +59 New
HIIFS
1684
Harel Insurance Investments & Financial Services
Israel
$9K -$46K -280 -83%
FCA
1685
FinTrust Capital Advisors
South Carolina
$9K – – –
TJHA
1686
Thomas J. Herzfeld Advisors
Florida
$9K – – –
AFS
1687
Annapolis Financial Services
Maryland
$9K +$8.21K +50 New
FWM
1688
ForthRight Wealth Management
Georgia
$9K +$8.21K +50 New
CIA
1689
CSat Investment Advisory
Michigan
$8K -$223K -1,356 -97%
HF
1690
Halpern Financial
Virginia
$7.22K – – –
SIM
1691
Sonora Investment Management
Arizona
$5K -$1.48K -9 -23%
SCA
1692
Stuart Chaussee & Associates
California
$5K – – –
LAS
1693
Lloyd Advisory Services
Georgia
$4K -$1.97K -12 -32%
WAS
1694
Winch Advisory Services
Wisconsin
$4K +$3.78K +23 New
SIAG
1695
Safeguard Investment Advisory Group
California
$4K +$3.94K +24 New
TAIM
1696
TD Ameritrade Investment Management
Nebraska
$3K -$657 -4 -19%
HCP
1697
Hexagon Capital Partners
Arkansas
$3K – – –
SFO
1698
Standard Family Office
South Dakota
$3K +$2.96K +18 New
ED
1699
Exane Derivatives
France
$2.11K – – –
RA
1700
Resolute Advisors
California
$2K +$1.64K +10 New
66 67
68
69 70