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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1801
Cynosure Group
Utah
$364K -$110K -373 -23%
FC
1802
Forte Capital
New York
$364K -$29.6K -100 -7%
CFGW
1803
Chancellor Financial Group WB
Pennsylvania
$362K +$366K +1,238 New
TGAM
1804
TBH Global Asset Management
Tennessee
$362K +$296 +1 +0.1%
FPCP
1805
Fort Point Capital Partners
California
$362K +$84.5K +286 +30%
TNB
1806
Thomasville National Bank
Georgia
$361K – – –
TBT
1807
Texas Bank & Trust
Texas
$361K +$364K +1,233 New
RDIA
1808
RE Dickinson Investment Advisors
Iowa
$360K – – –
GA
1809
Goldstein Advisors
Wisconsin
$359K – – –
IFS
1810
Ifrah Financial Services
Arkansas
$359K -$2.96K -10 -0.8%
BTWM
1811
Baker Tilly Wealth Management
Wisconsin
$359K -$591 -2 -0.2%
DMBA
1812
Deseret Mutual Benefit Administrators
Utah
$357K -$24.2K -82 -6%
IA
1813
IMZ Advisory
Florida
$357K – – –
AWM
1814
Austin Wealth Management
Texas
$357K +$16.8K +57 +5%
FI
1815
FWG Investments
Kentucky
$356K -$62.9K -213 -15%
PWM
1816
Partners Wealth Management
California
$356K +$360K +1,217 New
CWA
1817
Crux Wealth Advisors
California
$356K +$359K +1,216 New
LWA
1818
Lowe Wealth Advisors
Maryland
$356K – – –
SFG
1819
Sunburst Financial Group
Alabama
$355K – – –
AT
1820
American Trust
Kentucky
$354K -$20.7K -70 -5%
KWM
1821
Kolinsky Wealth Management
New Jersey
$353K +$46.7K +158 +15%
CHP
1822
Cable Hill Partners
Oregon
$353K -$10.3K -35 -3%
IWM
1823
Integris Wealth Management
California
$352K -$12.4K -42 -3%
FNBSF
1824
First National Bank Sioux Falls
South Dakota
$351K – – –
TC
1825
Tacita Capital
Ontario, Canada
$351K – – –
71 72
73
74 75