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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1701
Signature Estate & Investment Advisors
California
$264K – – –
FAG
1702
Financial Advisory Group
Texas
$264K – – –
WW
1703
Westshore Wealth
California
$263K -$168K -688 -39%
HFP
1704
Holistic Financial Partners
Indiana
$262K – – –
TIM
1705
Thompson Investment Management
Wisconsin
$262K – – –
GWSG
1706
GPS Wealth Strategies Group
Colorado
$261K +$10.5K +43 +4%
SWM
1707
Sugarloaf Wealth Management
Georgia
$261K – – –
FG
1708
Foster Group
Iowa
$260K -$14.1K -58 -5%
RAG
1709
RIA Advisory Group
Iowa
$260K -$17.6K -72 -6%
RA
1710
Rational Advisors
New York
$260K +$87.8K +360 +50%
TC
1711
Truvestments Capital
Florida
$258K +$247K +1,012 +1,715%
HCM
1712
Hilton Capital Management
New York
$257K -$11.5K -47 -4%
LBA
1713
Lowell Blake & Associates
Massachusetts
$257K +$261K +1,070 New
BS
1714
Bessemer Securities
New York
$257K -$739K -3,030 -74%
AWM
1715
Angeles Wealth Management
California
$256K +$12.9K +53 +5%
LFA
1716
Laraway Financial Advisors
Minnesota
$255K – – –
AMCA
1717
Arthur M. Cohen & Associates
Illinois
$255K – – –
AWM
1718
Avaii Wealth Management
Wisconsin
$255K -$2.19K -9 -0.8%
IFO
1719
Independent Family Office
New York
$255K – – –
CIC
1720
Cornercap Investment Counsel
Georgia
$253K -$2.24M -9,179 -90%
WAL
1721
W Advisors LLC
Tennessee
$253K – – –
DSAM
1722
Dock Street Asset Management
Florida
$253K -$62.4K -256 -20%
BFS
1723
Bard Financial Services
Connecticut
$253K – – –
PFA
1724
Pathway Financial Advisors
Vermont
$252K +$11.9K +49 +5%
H
1725
HoyleCohen
California
$252K -$65.8K -270 -20%
67 68
69
70 71