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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1701
Oxford Asset Management
United Kingdom
$314K +$354K +1,546 New
MCCA
1702
Mill Creek Capital Advisors
Pennsylvania
$313K +$15.6K +68 +5%
LF
1703
LifePlan Financial
Minnesota
$312K +$353K +1,538 New
CAAS
1704
Capital Asset Advisory Services
Michigan
$312K +$2.75K +12 +0.8%
FFG
1705
Fiduciary Financial Group
California
$312K +$37.6K +164 +12%
BFA
1706
Buttonwood Financial Advisors
Maryland
$312K – – –
V
1707
ViaWealth
Kansas
$312K +$14.2K +62 +4%
PCM
1708
Prelude Capital Management
New York
$311K -$299K -1,303 -46%
CA
1709
Continuum Advisory
Idaho
$311K -$27.1K -118 -7%
AA
1710
Alta Advisers
United Kingdom
$311K – – –
WMA
1711
Wealth Management Associates
New Jersey
$309K -$46.8K -204 -12%
BAM
1712
Bayshore Asset Management
Florida
$309K -$229 -1 -0.1%
IFWM
1713
Institute for Wealth Management
Colorado
$309K +$2.52K +11 +0.7%
CIS
1714
Connors Investor Services
Pennsylvania
$309K -$27.7K -121 -7%
DE
1715
Diversified Enterprises
Delaware
$308K -$7.57K -33 -2%
FWI
1716
Facet Wealth Inc
Maryland
$307K +$17.4K +76 +5%
OFA
1717
Orographic Financial Advisors
Colorado
$307K +$344K +1,500 New
AAM
1718
AR Asset Management
California
$307K +$346K +1,511 New
ONST
1719
Old North State Trust
North Carolina
$306K -$24.8K -108 -7%
BFG
1720
Birch Financial Group
New Hampshire
$306K +$40.4K +176 +13%
GFP
1721
Gryphon Financial Partners
Ohio
$306K +$39K +170 +13%
S
1722
Sachetta
Massachusetts
$305K +$136K +593 +65%
SEIA
1723
Signature Estate & Investment Advisors
California
$305K -$8.26K -36 -2%
AFS
1724
AFG Fiduciary Services
Massachusetts
$304K +$341K +1,488 New
FIA
1725
FNY Investment Advisers
New York
$304K +$91.7K +400 +36%
67 68
69
70 71