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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
926
Precedent Wealth Partners
Texas
$1.62M +$130K +568 +8%
GWCM
927
Godshalk Welsh Capital Management
Pennsylvania
$1.62M – – –
HAS
928
HBW Advisory Services
California
$1.61M +$254K +1,107 +16%
PJSIMP
929
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.61M +$19.5K +85 +1%
GLA
930
Great Lakes Advisors
Illinois
$1.61M -$1.96M -8,541 -52%
HIIFS
931
Harel Insurance Investments & Financial Services
Israel
$1.61M -$655K -2,857 -26%
CP
932
Canopy Partners
Ohio
$1.6M -$109K -476 -6%
MLA
933
MB, Levis & Associates
Pennsylvania
$1.6M -$25.7K -112 -1%
AP
934
Appleton Partners
Massachusetts
$1.59M -$58.5K -255 -3%
TCOT
935
Trust Company of Toledo
Ohio
$1.59M -$22.7K -99 -1%
MO
936
McMillan Office
Michigan
$1.59M – – –
CT
937
Caldwell Trust
Florida
$1.59M +$107K +465 +6%
VFO
938
Virtus Family Office
Texas
$1.58M +$1.79M +7,798 New
AWA
939
Arkadios Wealth Advisors
Georgia
$1.58M -$146K -635 -8%
CWM
940
Connecticut Wealth Management
Connecticut
$1.56M -$35.8K -156 -2%
HVIA
941
Hudson Valley Investment Advisors
New York
$1.55M -$53.4K -233 -3%
GH
942
GAM Holding
Switzerland
$1.55M -$2.34M -10,195 -57%
FCP
943
Fidelis Capital Partners
Florida
$1.55M -$12.6K -55 -0.7%
FNBOO
944
First National Bank of Omaha
Nebraska
$1.55M -$44.5K -194 -3%
KCPG
945
Kavar Capital Partners Group
Kansas
$1.55M -$125K -547 -7%
LNB
946
Ledyard National Bank
$1.55M -$295K -1,285 -14%
CNBTD
947
Citizens National Bank Trust Department
Mississippi
$1.54M -$11.5K -50 -0.7%
CW
948
CreativeOne Wealth
Kansas
$1.54M +$25.5K +111 +1%
AWM
949
Aries Wealth Management
Maine
$1.54M – – –
WANY
950
Wealthspire Advisors (New York)
New York
$1.54M -$720K -3,138 -29%
36 37
38
39 40