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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1151
GeoWealth Management
Illinois
$839K +$8.78K +41 +1%
SWM
1152
Spire Wealth Management
Virginia
$836K -$1.26M -5,885 -62%
GEA
1153
Glen Eagle Advisors
New Jersey
$835K -$75.4K -352 -9%
AHC
1154
Adell Harriman & Carpenter
Texas
$833K -$91.4K -427 -10%
TCM
1155
Teza Capital Management
Illinois
$833K +$784K +3,661 New
CFGS
1156
Concourse Financial Group Securities
Alabama
$832K -$331K -1,545 -30%
BWA
1157
Bordeaux Wealth Advisors
California
$832K -$142K -664 -15%
WI
1158
Wintrust Investments
Illinois
$829K +$22.5K +105 +3%
DBG
1159
De Burlo Group
Massachusetts
$827K – – –
SFG
1160
Summit Financial Group
West Virginia
$823K – – –
SFS
1161
Stiles Financial Services
Minnesota
$821K +$67K +313 +9%
DMBA
1162
Deseret Mutual Benefit Administrators
Utah
$817K -$97.6K -456 -11%
ECM
1163
Element Capital Management
New York
$814K +$766K +3,578 New
CA
1164
Cornerstone Advisory
Maryland
$813K +$1.07K +5 +0.1%
XT
1165
XTX Topco
Cayman Islands
$813K +$565K +2,639 +282%
FMAEN1
1166
Fund Management at Engine No 1
California
$809K +$761K +3,556 New
UBV
1167
United Bank (Virginia)
Virginia
$806K – – –
AAIM
1168
Asset Advisors Investment Management
Georgia
$805K +$4.28K +20 +0.6%
PFBT
1169
Parkside Financial Bank & Trust
Missouri
$803K -$499K -2,332 -40%
CCP
1170
Clarkston Capital Partners
Michigan
$801K -$22.3K -104 -3%
CWM
1171
Connecticut Wealth Management
Connecticut
$793K +$20.8K +97 +3%
OC
1172
Oakworth Capital
Alabama
$793K +$98.7K +461 +15%
EF
1173
Empowered Funds
Pennsylvania
$792K +$10.3K +48 +1%
NQWM
1174
Northwest Quadrant Wealth Management
Oregon
$791K -$25.3K -118 -3%
STB
1175
S&T Bank
Pennsylvania
$791K +$5.14K +24 +0.7%
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