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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
2401
Verus Capital Partners
Arizona
– -$218K -1,074 Closed
DWM
2402
Drive Wealth Management
Utah
– -$220K -1,073 Closed
WMA
2403
West Michigan Advisors
Michigan
– -$216K -1,053 Closed
HFP
2404
Holistic Financial Partners
Indiana
– -$214K -1,051 Closed
EWM
2405
Endowment Wealth Management
Wisconsin
– -$213K -1,046 Closed
SCM
2406
Stonehearth Capital Management
Massachusetts
– -$213K -1,046 Closed
DWP
2407
Destiny Wealth Partners
Florida
– -$211K -1,040 Closed
TCM
2408
Telos Capital Management
California
– -$209K -1,030 Closed
MCM
2409
Mill Capital Management
North Carolina
– -$203K -1,000 Closed
SFC
2410
SYM Financial Corp
Indiana
– -$202K -995 Closed
TBC
2411
Ted Buchan & Co
California
– -$201K -990 Closed
LOAMU
2412
Lombard Odier Asset Management (USA)
New York
– -$201K -987 Closed
WCM
2413
Winthrop Capital Management
Indiana
– -$200K -982 Closed
CI
2414
Corient IA
Florida
– -$181K -890 Closed
LFA
2415
Longview Financial Advisors
Alabama
– -$175K -861 Closed
WSFG
2416
Wall Street Financial Group
Illinois
– -$143K -702 Closed
SWIM
2417
Smallwood Wealth Investment Management
New Jersey
– -$128K -630 Closed
DI
2418
DAGCO Inc
Ohio
– -$126K -622 Closed
TGY2IT
2419
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$121K -597 Closed
ICCON
2420
Investment Counsel Company of Nevada
Nevada
– -$102K -500 Closed
CSC
2421
Caldwell Sutter Capital
California
– -$96.5K -475 Closed
KC
2422
Knuff & Co
California
– -$83.9K -413 Closed
CM
2423
Capula Management
Cayman Islands
– -$76.6K -377 Closed
WOSD
2424
WFA of San Diego
California
– -$70.1K -345 Closed
OWA
2425
Opal Wealth Advisors
New York
– -$63K -310 Closed
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