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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
2201
Private Capital Management (Florida)
Florida
– -$366K -1,569 Closed
JWBC
2202
John W. Bristol & Co
New York
– -$347K -1,491 Closed
SLWA
2203
San Luis Wealth Advisors
California
– -$346K -1,485 Closed
BOSSRA
2204
B.O.S.S. Retirement Advisors
Utah
– -$331K -1,419 Closed
TWA
2205
Trellis Wealth Advisors
California
– -$307K -1,317 Closed
CWP
2206
Curated Wealth Partners
California
– -$309K -1,265 Closed
LWM
2207
Laidlaw Wealth Management
New York
– -$283K -1,214 Closed
MWA
2208
Martel Wealth Advisors
Washington
– -$280K -1,200 Closed
NPT
2209
National Philanthropic Trust
Pennsylvania
– -$273K -1,170 Closed
SIG
2210
Stonegate Investment Group
Alabama
– -$271K -1,162 Closed
BC
2211
Bridgefront Capital
Texas
– -$262K -1,126 Closed
I
2212
IMPACTfolio
Colorado
– -$258K -1,108 Closed
RAG
2213
RIA Advisory Group
Iowa
– -$252K -1,080 Closed
AWM
2214
Avaii Wealth Management
Wisconsin
– -$246K -1,054 Closed
MAG
2215
MRA Advisory Group
New Jersey
– -$244K -1,048 Closed
RIA
2216
Realta Investment Advisors
Delaware
– -$238K -1,022 Closed
WP
2217
WealthPLAN Partners
Nebraska
– -$234K -1,006 Closed
SP
2218
Systematic Portfolios
New York
– -$234K -1,004 Closed
CLOS
2219
Compagnie Lombard Odier SCmA
Switzerland
– -$233K -1,000 Closed
ACI
2220
Alpha Cubed Investments
California
– -$230K -987 Closed
RP
2221
Riverbridge Partners
Minnesota
– -$227K -974 Closed
FTIS
2222
First Trust Investment Solutions
Florida
– -$223K -957 Closed
SFP
2223
Sterling Financial Planning
New Jersey
– -$221K -950 Closed
WA
2224
WESPAC Advisors
California
– -$221K -948 Closed
CF
2225
Copperwynd Financial
Arizona
– -$209K -896 Closed
87 88
89
90 91