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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
901
NewEdge Wealth
Pennsylvania
$2.37M +$178K +591 +7%
GS
902
GTS Securities
Florida
$2.37M +$2.22M +7,363 +1,039%
RA
903
RFG Advisory
Alabama
$2.37M +$180K +599 +8%
NHT
904
New Hampshire Trust
New Hampshire
$2.36M -$40K -133 -2%
ADMI
905
Albert D. Mason Inc
Massachusetts
$2.36M +$112K +372 +5%
FCP
906
Fidelis Capital Partners
Florida
$2.35M +$48.2K +160 +2%
SWP
907
Sagespring Wealth Partners
Tennessee
$2.34M -$119K -394 -5%
CT
908
Caldwell Trust
Florida
$2.34M -$90.3K -300 -4%
GWCM
909
Godshalk Welsh Capital Management
Pennsylvania
$2.34M -$10.5K -35 -0.4%
EHC
910
Everett Harris & Co
California
$2.34M – – –
TCOT
911
Trust Company of Toledo
Ohio
$2.33M -$67.4K -224 -3%
ACS
912
Archford Capital Strategies
Illinois
$2.33M +$2.11M +6,999 +749%
FTWA
913
Fifth Third Wealth Advisors
Ohio
$2.33M +$366K +1,217 +18%
AP
914
Appleton Partners
Massachusetts
$2.32M -$12K -40 -0.5%
MCCP
915
Mission Creek Capital Partners
California
$2.31M -$4.51K -15 -0.2%
AI
916
AXS Investments
New York
$2.31M +$181K +601 +8%
PFA
917
Peak Financial Advisors
Colorado
$2.31M +$2.37M +7,868 New
CWM
918
Connecticut Wealth Management
Connecticut
$2.3M -$6.02K -20 -0.3%
CBA
919
Coastal Bridge Advisors
Connecticut
$2.3M -$24.7K -82 -1%
CAMV
920
Concord Asset Management (Virginia)
Virginia
$2.29M -$322K -1,070 -12%
KNW
921
Kesler Norman & Wride
Utah
$2.28M +$127K +421 +6%
MSE
922
MUFG Securities EMEA
United Kingdom
$2.28M -$65.7M -218,446 -97%
PDL
923
Portfolio Design Labs
California
$2.26M +$434K +1,443 +23%
MMPW
924
Mitchell McLeod Pugh & Williams
Alabama
$2.25M -$59K -196 -2%
VFA
925
Valeo Financial Advisors
Indiana
$2.25M -$143K -475 -6%
35 36
37
38 39