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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1101
Barlow Wealth Partners
Kentucky
$1.52M -$261K -883 -15%
AAIM
1102
Asset Advisors Investment Management
Georgia
$1.51M – – –
IA
1103
IFC Advisors
California
$1.51M +$1.53M +5,166 New
RFN
1104
RDA Financial Network
Iowa
$1.51M +$1.52M +5,151 New
BWM
1105
BKM Wealth Management
Wisconsin
$1.51M -$143K -485 -9%
FFP
1106
FourThought Financial Partners
Florida
$1.5M +$1.52M +5,140 New
IAN
1107
Integrated Advisors Network
Texas
$1.5M +$6.8K +23 +0.5%
FCB
1108
First County Bank
Connecticut
$1.5M – – –
KCM
1109
Kathmere Capital Management
Pennsylvania
$1.5M +$236K +798 +18%
AIM
1110
Aspen Investment Management
Michigan
$1.5M -$15.7K -53 -1%
TWM
1111
Trueblood Wealth Management
Ohio
$1.5M -$5.32K -18 -0.4%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$1.49M +$9.16K +31 +0.6%
CRI
1113
Commonwealth Retirement Investments
Virginia
$1.49M +$25.1K +85 +2%
SSA
1114
Schonfeld Strategic Advisors
New York
$1.49M -$18M -60,910 -92%
IAS
1115
Investment Advisory Services
Texas
$1.49M +$5.91K +20 +0.4%
HDA
1116
Harold Davidson & Associates
California
$1.49M +$1.51M +5,099 New
LGF
1117
LGT Group Foundation
Liechtenstein
$1.49M – – –
AC
1118
Arjuna Capital
North Carolina
$1.49M +$1.51M +5,094 New
BCA
1119
Bay Colony Advisors
Massachusetts
$1.49M +$121K +408 +9%
GWP
1120
Gen-Wealth Partners
Michigan
$1.48M +$172K +581 +13%
GIA
1121
Gladstone Institutional Advisory
Florida
$1.48M +$168K +569 +13%
UCB
1122
United Community Bank
South Carolina
$1.47M +$7.39K +25 +0.5%
CFGS
1123
Concourse Financial Group Securities
Alabama
$1.47M +$8.87K +30 +0.6%
VBCG
1124
Valley Brook Capital Group
Pennsylvania
$1.47M -$7.68K -26 -0.5%
PWP
1125
Precedent Wealth Partners
Texas
$1.47M +$10.6K +36 +0.7%
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