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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CJFS
1901
Coulter & Justus Financial Services
Tennessee
$216K +$212K +866 New
WP
1902
WealthShield Partners
North Carolina
$215K +$209K +856 New
WGAM
1903
Wilkinson Global Asset Management
New York
$215K – – –
WCM
1904
Wedge Capital Management
North Carolina
$215K +$210K +860 New
MGWA
1905
Monument Group Wealth Advisors
Massachusetts
$215K -$7.82K -32 -4%
QFA
1906
Quantum Financial Advisors
California
$215K +$210K +859 New
GPI
1907
General Partner Inc
Pennsylvania
$214K +$93.6K +383 +81%
RWM
1908
Reston Wealth Management
Virginia
$214K +$210K +858 New
MSA
1909
Marino Stram & Associates
Massachusetts
$214K +$210K +858 New
SL
1910
Summitry LLC
California
$214K +$209K +856 New
VPP
1911
Vertex Planning Partners
Illinois
$213K -$45K -184 -18%
EAM
1912
Evanson Asset Management
California
$213K +$208K +851 New
BLAM
1913
Bourne Lent Asset Management
New York
$212K +$208K +850 New
JCM
1914
Jacobsen Capital Management
Utah
$212K +$207K +849 New
EIA
1915
Eldridge Investment Advisors
New Hampshire
$212K +$207K +848 New
BSI
1916
Bennett Selby Investments
Maine
$212K +$207K +848 New
LL
1917
LWMG LLC
Minnesota
$211K +$207K +847 New
KCM
1918
Kornitzer Capital Management
Kansas
$211K +$207K +846 New
CA
1919
Claro Advisors
Massachusetts
$211K +$207K +846 New
BI
1920
Berkeley Inc
Idaho
$211K +$206K +845 New
ZIM
1921
Zacks Investment Management
Illinois
$211K -$11M -45,092 -98%
VC
1922
Vicus Capital
Pennsylvania
$211K +$206K +844 New
SFP
1923
Shepherd Financial Partners
Massachusetts
$211K +$206K +844 New
SAM
1924
Secure Asset Management
Michigan
$210K -$198K -810 -49%
PCM
1925
Prelude Capital Management
New York
$210K +$205K +841 New
75 76
77
78 79