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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
826
Gifford Fong Associates
California
$2.39M – – –
SVWAG
827
Sound View Wealth Advisors Group
Georgia
$2.38M -$21.6K -88 -0.9%
HA
828
Hamel Associates
New Jersey
$2.37M – – –
ADL
829
Asset Dedication LLC
California
$2.37M +$361K +1,471 +17%
LSAG
830
Lake Street Advisors Group
New Hampshire
$2.36M -$22.3K -91 -0.9%
WANY
831
Wealthspire Advisors (New York)
New York
$2.32M +$752K +3,063 +46%
DAS
832
Diversify Advisory Services
Utah
$2.31M -$455K -1,855 -16%
BC
833
Burney Company
Virginia
$2.31M -$24.8K -101 -1%
JCM
834
Janney Capital Management
Pennsylvania
$2.3M -$141K -574 -6%
SNBOSCI
835
Security National Bank of Sioux City Iowa
Iowa
$2.3M -$30K -122 -1%
FFA
836
Farther Finance Advisors
California
$2.3M +$453K +1,847 +23%
PJSIMP
837
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.3M +$9.82K +40 +0.4%
PVI
838
Pine Valley Investments
New Jersey
$2.29M +$244K +993 +12%
KF
839
KKM Financial
Illinois
$2.29M +$21.9K +89 +0.9%
LRPA
840
L. Roy Papp & Associates
Arizona
$2.28M – – –
DWP
841
Daymark Wealth Partners
Ohio
$2.28M +$55K +224 +2%
PWW
842
Pettyjohn Wood & White
Virginia
$2.28M +$59.2K +241 +3%
SC
843
Savant Capital
Illinois
$2.28M +$236K +963 +11%
NHT
844
New Hampshire Trust
New Hampshire
$2.28M -$27.7K -113 -1%
TAM
845
Tealwood Asset Management
Minnesota
$2.27M +$1.23K +5 +0.1%
AWM
846
AE Wealth Management
Kansas
$2.26M +$515K +2,096 +28%
ACP
847
Aviance Capital Partners
Florida
$2.25M +$737 +3 +0%
CT
848
Caldwell Trust
Florida
$2.25M +$284K +1,156 +14%
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$2.24M +$63.6K +259 +3%
PDL
850
Portfolio Design Labs
California
$2.24M +$512K +2,086 +29%
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