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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1151
Eagle Global Advisors
Texas
$909K -$61K -250 -6%
PHS
1152
Pekin Hardy Strauss
Illinois
$908K – – –
SC
1153
Syon Capital
California
$906K +$919K +3,768 New
CRWM
1154
Castle Rock Wealth Management
California
$906K +$244 +1 +0%
AWA
1155
Arete Wealth Advisors
Illinois
$905K -$617K -2,529 -40%
DBG
1156
De Burlo Group
Massachusetts
$903K – – –
EWM
1157
Evermay Wealth Management
Virginia
$900K +$31.2K +128 +4%
JWBC
1158
J.W. Burns & Co
New York
$898K -$17.1K -70 -2%
PCA
1159
Prosperity Capital Advisors
Ohio
$897K +$51.9K +213 +6%
ICG
1160
InterOcean Capital Group
Tennessee
$897K +$975 +4 +0.1%
RVPG
1161
Relative Value Partners Group
$891K +$123K +505 +16%
BCA
1162
Bay Colony Advisors
Massachusetts
$890K +$84.6K +347 +10%
IA
1163
IAM Advisory
Pennsylvania
$889K +$29K +119 +3%
IPAM
1164
ICICI Prudential Asset Management
India
$882K +$209K +857 +31%
HSA
1165
HBK Sorce Advisory
Pennsylvania
$878K +$40.7K +167 +5%
BWA
1166
Bordeaux Wealth Advisors
California
$876K +$6.83K +28 +0.8%
CFSG
1167
Community Financial Services Group
Vermont
$875K +$887K +3,636 New
OTL
1168
Oak Thistle LLC
New York
$874K +$886K +3,633 New
KWA
1169
Kingswood Wealth Advisors
California
$874K +$709K +2,908 New
MSR
1170
Main Street Research
Connecticut
$866K -$51.7K -212 -6%
GAMC
1171
Garner Asset Management Corp
Texas
$865K +$12.7K +52 +1%
BFC
1172
Blue Fin Capital
Rhode Island
$864K +$244 +1 +0%
AAIM
1173
Asset Advisors Investment Management
Georgia
$864K +$18.3K +75 +2%
MSFS
1174
Main Street Financial Solutions
Pennsylvania
$863K +$12.4K +51 +1%
SWM
1175
Spire Wealth Management
Virginia
$859K -$3.45M -14,152 -80%
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