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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1701
West Family Investments
California
$295K – – –
CWP
1702
Curated Wealth Partners
California
$295K +$18.2K +78 +7%
HBW
1703
Hazlett, Burt & Watson
West Virginia
$294K – – –
AA
1704
Advisory Alpha
Michigan
$294K +$80.8K +347 +38%
FNBT
1705
FineMark National Bank & Trust
Florida
$294K -$25.4K -109 -8%
TGAM
1706
TBH Global Asset Management
Tennessee
$294K -$13.3K -57 -4%
AIM
1707
Avity Investment Management
Connecticut
$293K – – –
IWM
1708
Integris Wealth Management
California
$291K -$9.79K -42 -3%
MCA
1709
Maryland Capital Advisors
Maryland
$291K – – –
NSG
1710
Nalls Sherbakoff Group
Tennessee
$291K – – –
FCT
1711
Family Capital Trust
Massachusetts
$291K – – –
FMB
1712
Field & Main Bank
Kentucky
$291K – – –
CWM
1713
Centurion Wealth Management
Virginia
$290K +$699 +3 +0.2%
CFS
1714
Commonwealth Financial Services
West Virginia
$289K -$28.4K -122 -9%
BAM
1715
Byrne Asset Management
New Jersey
$288K -$2.33K -10 -0.8%
RWM
1716
Revisor Wealth Management
Ohio
$287K -$103K -442 -26%
SIG
1717
Sargent Investment Group
Maryland
$287K -$93.2K -400 -24%
RDIA
1718
RE Dickinson Investment Advisors
Iowa
$287K – – –
GA
1719
Goldstein Advisors
Wisconsin
$286K – – –
CFM
1720
Coronation Fund Managers
South Africa
$286K +$286K +1,226 New
GCM
1721
Gallacher Capital Management
Colorado
$285K +$11.6K +50 +4%
PWMG
1722
Provence Wealth Management Group
California
$285K +$283K +1,216 +20,267%
SFG
1723
Sunburst Financial Group
Alabama
$285K +$285K +1,222 New
LWA
1724
Lowe Wealth Advisors
Maryland
$283K – – –
LWM
1725
Laidlaw Wealth Management
New York
$283K +$54.5K +234 +24%
67 68
69
70 71