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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1076
Valeo Financial Advisors
Indiana
$720K -$65.7K -400 -9%
CSWG
1077
Cardinal Strategic Wealth Guidance
Kentucky
$720K – – –
E
1078
Ergoteles
New York
$718K +$669K +4,075 New
ACM
1079
Advisors Capital Management
New Jersey
$713K +$166K +1,011 +33%
LNC
1080
Lincoln National Corp
Pennsylvania
$711K +$56K +341 +9%
IA
1081
IFG Advisory
Georgia
$709K -$46.5K -283 -7%
IWM
1082
IHT Wealth Management
Illinois
$708K -$38.3K -233 -5%
SAM
1083
Sawgrass Asset Management
Florida
$708K – – –
SLWA
1084
San Luis Wealth Advisors
California
$708K +$660K +4,017 New
SJL
1085
Shayne & Jacobs LLC
Tennessee
$707K -$45.8K -279 -7%
EVM
1086
Evelyn V. Moreno
$706K -$94.4K -575 -13%
BHBT
1087
Burke & Herbert Bank & Trust
Virginia
$705K -$70.6K -430 -10%
JWBC
1088
J.W. Burns & Co
New York
$703K – – –
TC
1089
Telemus Capital
Michigan
$702K – – –
WA
1090
WBH Advisory
Maryland
$701K -$11.2K -68 -2%
MCA
1091
Mercer Capital Advisers
New Jersey
$700K -$4.27K -26 -0.7%
LCM
1092
Landscape Capital Management
New Jersey
$699K – – –
PBC
1093
Pavion Blue Capital
California
$695K -$18.9K -115 -3%
NQWM
1094
Northwest Quadrant Wealth Management
Oregon
$691K +$2.96K +18 +0.5%
BIM
1095
Baldwin Investment Management
Pennsylvania
$687K +$16.4K +100 +3%
PFBT
1096
Parkside Financial Bank & Trust
Missouri
$685K -$7.55K -46 -1%
APW
1097
Acima Private Wealth
Virginia
$685K – – –
PHS
1098
Pekin Hardy Strauss
Illinois
$683K – – –
LF
1099
LifeSteps Financial
California
$682K – – –
RAM
1100
Roanoke Asset Management
New Jersey
$679K – – –
42 43
44
45 46