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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1926
Fourpath Capital Management
Oklahoma
$322K +$22.3K +74 +8%
CAL
1927
Capital Analysts LLC
Pennsylvania
$322K +$82.3K +273 +35%
DSAM
1928
Dock Street Asset Management
Florida
$321K – – –
SP
1929
Stablepoint Partners
Massachusetts
$321K – – –
RS
1930
R Squared
Hong Kong
$321K +$154K +510 +94%
TF
1931
Trek Financial
Arizona
$320K +$316K +1,049 New
CA
1932
Carson Advisory
Georgia
$320K -$3.32K -11 -1%
NG
1933
Novem Group
New York
$320K +$20.8K +69 +7%
FFB
1934
First Financial Bankshares
Texas
$319K – – –
GS
1935
GWN Securities
Florida
$319K -$299K -991 -49%
FUBT
1936
First United Bank & Trust
Maryland
$319K -$17.2K -57 -5%
APC
1937
Aspire Private Capital
North Carolina
$317K -$5.13K -17 -2%
DFP
1938
Defined Financial Planning
California
$316K +$1.51K +5 +0.5%
OFG
1939
Oxford Financial Group
Indiana
$316K -$26.2K -87 -8%
OP
1940
ORG Partners
Indiana
$316K +$67.9K +225 +28%
SCM
1941
Schnieders Capital Management
California
$316K – – –
AC
1942
Asio Capital
Kentucky
$315K -$3.02K -10 -1%
BW
1943
Blalock Williams
Alabama
$313K +$18.7K +62 +6%
CF
1944
Clarity Financial
Texas
$312K -$113K -376 -27%
BFPW
1945
BOK Financial Private Wealth
Colorado
$309K -$304K -1,008 -50%
AWM
1946
Allen Wealth Management
North Carolina
$308K -$30.2K -100 -9%
RIM
1947
Reliant Investment Management
Tennessee
$308K – – –
LRWA
1948
Long Run Wealth Advisors
New York
$307K -$28.4K -94 -9%
RA
1949
Riversedge Advisors
Delaware
$307K +$26.5K +88 +10%
CA
1950
Continuum Advisory
Idaho
$306K +$61.8K +205 +26%
76 77
78
79 80