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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2051
Capital Planning Advisors
California
– -$218K -977 Closed
B
2052
Bridgeworth
Alabama
– -$209K -939 Closed
GFP
2053
Gryphon Financial Partners
Ohio
– -$208K -934 Closed
SCA
2054
Southern Capital Advisors
Tennessee
– -$206K -923 Closed
CHP
2055
Cable Hill Partners
Oregon
– -$204K -911 Closed
MSA
2056
McAlister Sweet & Associates
Texas
– -$203K -910 Closed
GAM
2057
Gould Asset Management
California
– -$202K -907 Closed
AWA
2058
Amplius Wealth Advisors
Pennsylvania
– -$201K -904 Closed
SFP
2059
Shepherd Financial Partners
Massachusetts
– -$201K -903 Closed
DBIA
2060
Dumont & Blake Investment Advisors
New Jersey
– -$200K -900 Closed
TF
2061
Talbot Financial
Washington
– -$200K -900 Closed
FCA
2062
Fortis Capital Advisors
Kansas
– -$145K -650 Closed
TWA
2063
TCI Wealth Advisors
Arizona
– -$122K -548 Closed
HIM
2064
Hillsdale Investment Management
Ontario, Canada
– -$113K -506 Closed
GCWM
2065
Graham Capital Wealth Management
District of Columbia
– -$107K -482 Closed
VIA
2066
Virtus Investment Advisers
Connecticut
– -$105K -470 Closed
CSPAM
2067
Cary Street Partners Asset Management
Virginia
– -$91.1K -409 Closed
CLOS
2068
Compagnie Lombard Odier SCmA
Switzerland
– -$90.6K -407 Closed
AWM
2069
Accel Wealth Management
Iowa
– -$64.3K -289 Closed
GFWA
2070
Grey Fox Wealth Advisors
Delaware
– -$57.1K -255 Closed
OCM
2071
Orion Capital Management
California
– -$55.7K -250 Closed
ACA
2072
Atlas Capital Advisors
Wyoming
– -$33.6K -151 Closed
MWC
2073
MBM Wealth Consultants
Missouri
– -$28K -125 Closed
TCWA
2074
Ten Capital Wealth Advisors
Washington
– -$26.3K -118 Closed
CM
2075
Cornerstone Management
Georgia
– -$15.1K -68 Closed
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