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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1876
Capital Planning Advisors
California
$223K -$13.2K -54 -6%
LA
1877
Latitude Advisors
Florida
$223K -$10K -41 -4%
EWM
1878
Elevatus Welath Management
New York
$223K +$244 +1 +0.1%
ACS
1879
Archford Capital Strategies
Illinois
$223K -$10.8K -44 -5%
IA
1880
IFS Advisors
Kansas
$223K – – –
B
1881
Birchbrook
Maine
$222K – – –
HIC
1882
Holderness Investments Company
North Carolina
$222K – – –
JA
1883
JVL Associates
Michigan
$222K +$217K +889 New
FTWA
1884
Fifth Third Wealth Advisors
Ohio
$222K +$217K +888 New
KCM
1885
KRS Capital Management
Michigan
$221K +$216K +885 New
KA
1886
Kovack Advisors
Florida
$221K -$6.84K -28 -3%
SWA
1887
SOA Wealth Advisors
New York
$219K +$244 +1 +0.1%
AIA
1888
Allied Investment Advisors
Montana
$219K +$214K +877 New
OR
1889
Olympiad Research
Connecticut
$219K +$214K +877 New
RA
1890
Riversedge Advisors
Delaware
$219K +$214K +876 New
PCFFS
1891
Pacific Center for Financial Services
California
$219K +$97.7K +400 +84%
MC
1892
Maverick Capital
Texas
$218K -$160K -656 -43%
WCM
1893
Winthrop Capital Management
Indiana
$218K +$8.06K +33 +4%
SWM
1894
Sterling Wealth Management
Illinois
$218K – – –
VCG
1895
Vantage Consulting Group
Virginia
$217K -$9.53K -39 -4%
BWM
1896
Baron Wealth Management
Michigan
$217K +$212K +868 New
MAM
1897
Meeder Asset Management
Ohio
$217K +$212K +868 New
NCM
1898
Noesis Capital Mangement
Florida
$216K – – –
CJFS
1899
Coulter & Justus Financial Services
Tennessee
$216K +$212K +866 New
WP
1900
WealthShield Partners
North Carolina
$215K +$209K +856 New
74 75
76
77 78