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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
776
44 Wealth Management
Oregon
$3.09M +$2.79M +10,663 New
AG
777
AlTi Global
New York
$3.09M -$142K -544 -5%
NHC
778
Nicholas Hoffman & Company
Georgia
$3.09M -$120K -457 -4%
TF
779
Tompkins Financial
New York
$3.07M +$8.63K +33 +0.3%
BDL
780
Bey-Douglas LLC
Georgia
$3.06M +$232K +886 +9%
TMAM
781
Tokio Marine Asset Management
Japan
$3.05M +$247K +943 +9%
PWP
782
Principle Wealth Partners
Connecticut
$3.03M – – –
CCM
783
Cox Capital Management
Massachusetts
$3.03M -$21.4K -82 -0.7%
HFBOT
784
Home Federal Bank of Tennessee
Tennessee
$3M +$39.2K +150 +1%
BG
785
BDF Gestion
France
$3M – – –
IWC
786
Integrated Wealth Concepts
Massachusetts
$3M +$404K +1,545 +17%
KFI
787
Key Financial Inc
Pennsylvania
$2.97M +$1.31K +5 +0%
CK
788
Cohen Klingenstein
New York
$2.96M – – –
WB
789
WesBanco Bank
West Virginia
$2.95M -$34.5K -132 -1%
SC
790
Savant Capital
Illinois
$2.93M +$275K +1,051 +11%
FC
791
FORA Capital
Florida
$2.93M -$241K -922 -8%
SNBOSD
792
Security National Bank of So Dak
Iowa
$2.91M -$28.8K -110 -1%
PTC
793
Private Trust Company
Ohio
$2.9M +$7.32K +28 +0.3%
O
794
Ossiam
France
$2.9M -$73K -279 -3%
PIA
795
Petredis Investment Advisors
Pennsylvania
$2.9M +$9.68K +37 +0.4%
WTC
796
WhitTier Trust Company
Nevada
$2.88M -$287K -1,098 -10%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.88M -$566K -2,164 -17%
HTI
798
Hikari Tsushin Inc
Japan
$2.88M – – –
AWM
799
AE Wealth Management
Kansas
$2.88M +$246K +939 +10%
P
800
Pitcairn
Pennsylvania
$2.87M -$198K -757 -7%
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