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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
1901
Wilkinson Global Asset Management
New York
$215K – – –
WCM
1902
Wedge Capital Management
North Carolina
$215K +$210K +860 New
MGWA
1903
Monument Group Wealth Advisors
Massachusetts
$215K -$7.82K -32 -4%
QFA
1904
Quantum Financial Advisors
California
$215K +$210K +859 New
GPI
1905
General Partner Inc
Pennsylvania
$214K +$93.6K +383 +81%
RWM
1906
Reston Wealth Management
Virginia
$214K +$210K +858 New
MSA
1907
Marino Stram & Associates
Massachusetts
$214K +$210K +858 New
SL
1908
Summitry LLC
California
$214K +$209K +856 New
VPP
1909
Vertex Planning Partners
Illinois
$213K -$45K -184 -18%
EAM
1910
Evanson Asset Management
California
$213K +$208K +851 New
BLAM
1911
Bourne Lent Asset Management
New York
$212K +$208K +850 New
JCM
1912
Jacobsen Capital Management
Utah
$212K +$207K +849 New
EIA
1913
Eldridge Investment Advisors
New Hampshire
$212K +$207K +848 New
BSI
1914
Bennett Selby Investments
Maine
$212K +$207K +848 New
LL
1915
LWMG LLC
Minnesota
$211K +$207K +847 New
KCM
1916
Kornitzer Capital Management
Kansas
$211K +$207K +846 New
CA
1917
Claro Advisors
Massachusetts
$211K +$207K +846 New
BI
1918
Berkeley Inc
Idaho
$211K +$206K +845 New
ZIM
1919
Zacks Investment Management
Illinois
$211K -$11M -45,092 -98%
VC
1920
Vicus Capital
Pennsylvania
$211K +$206K +844 New
SFP
1921
Shepherd Financial Partners
Massachusetts
$211K +$206K +844 New
SAM
1922
Secure Asset Management
Michigan
$210K -$198K -810 -49%
PCM
1923
Prelude Capital Management
New York
$210K +$205K +841 New
FPCG
1924
Forum Private Client Group
Indiana
$210K +$205K +840 New
SIC
1925
Sterling Investment Counsel
New York
$210K +$205K +840 New
75 76
77
78 79