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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2201
Fox Run Management
Connecticut
– -$433K -1,859 Closed
FI
2202
Financial Insights
Washington
– -$382K -1,640 Closed
PCMF
2203
Private Capital Management (Florida)
Florida
– -$366K -1,569 Closed
JWBC
2204
John W. Bristol & Co
New York
– -$347K -1,491 Closed
SLWA
2205
San Luis Wealth Advisors
California
– -$346K -1,485 Closed
BOSSRA
2206
B.O.S.S. Retirement Advisors
Utah
– -$331K -1,419 Closed
TWA
2207
Trellis Wealth Advisors
California
– -$307K -1,317 Closed
CWP
2208
Curated Wealth Partners
California
– -$309K -1,265 Closed
LWM
2209
Laidlaw Wealth Management
New York
– -$283K -1,214 Closed
MWA
2210
Martel Wealth Advisors
Washington
– -$280K -1,200 Closed
NPT
2211
National Philanthropic Trust
Pennsylvania
– -$273K -1,170 Closed
SIG
2212
Stonegate Investment Group
Alabama
– -$271K -1,162 Closed
BC
2213
Bridgefront Capital
Texas
– -$262K -1,126 Closed
I
2214
IMPACTfolio
Colorado
– -$258K -1,108 Closed
RAG
2215
RIA Advisory Group
Iowa
– -$252K -1,080 Closed
AWM
2216
Avaii Wealth Management
Wisconsin
– -$246K -1,054 Closed
MAG
2217
MRA Advisory Group
New Jersey
– -$244K -1,048 Closed
RIA
2218
Realta Investment Advisors
Delaware
– -$238K -1,022 Closed
WP
2219
WealthPLAN Partners
Nebraska
– -$234K -1,006 Closed
SP
2220
Systematic Portfolios
New York
– -$234K -1,004 Closed
CLOS
2221
Compagnie Lombard Odier SCmA
Switzerland
– -$233K -1,000 Closed
ACI
2222
Alpha Cubed Investments
California
– -$230K -987 Closed
RP
2223
Riverbridge Partners
Minnesota
– -$227K -974 Closed
FTIS
2224
First Trust Investment Solutions
Florida
– -$223K -957 Closed
SFP
2225
Sterling Financial Planning
New Jersey
– -$221K -950 Closed
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89
90 91