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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1176
Clarkston Capital Partners
Michigan
$739K – – –
M
1177
MOTCO
Texas
$737K +$22.4K +102 +3%
SFM
1178
Signet Financial Management
New Jersey
$737K +$769K +3,507 New
IAS
1179
IMA Advisory Services
Colorado
$735K +$767K +3,500 New
CWM
1180
Connecticut Wealth Management
Connecticut
$734K +$1.97K +9 +0.3%
OC
1181
Oakworth Capital
Alabama
$733K – – –
SFA
1182
Souders Financial Advisors
Ohio
$733K +$27K +123 +4%
STB
1183
S&T Bank
Pennsylvania
$731K – – –
MWM
1184
Minot Wealth Management
Massachusetts
$729K +$11.2K +51 +1%
PNAA
1185
Pictet North America Advisors
Switzerland
$726K – – –
WTB
1186
Washington Trust Bank
Washington
$726K – – –
SFS
1187
Strategic Financial Services
New York
$723K -$126K -575 -14%
SFG
1188
Summit Financial Group
West Virginia
$723K -$38.3K -175 -5%
EI
1189
Ellevest Inc
New York
$723K +$133K +606 +21%
CSWG
1190
Cardinal Strategic Wealth Guidance
Kentucky
$717K – – –
NQWM
1191
Northwest Quadrant Wealth Management
Oregon
$717K +$2.41K +11 +0.3%
LC
1192
Lindbrook Capital
California
$717K +$24.3K +111 +3%
LI
1193
Lafayette Investments
Maryland
$716K – – –
HHAM
1194
HITE Hedge Asset Management
Massachusetts
$714K – – –
SSWG
1195
Seven Springs Wealth Group
Tennessee
$714K – – –
BIP
1196
Blueprint Investment Partners
North Carolina
$714K +$372K +1,696 +100%
IAIM
1197
International Assets Investment Management
Florida
$712K +$30K +137 +4%
FANJ
1198
Financial Architects (New Jersey)
New Jersey
$711K -$16.7K -76 -2%
KW
1199
KWB Wealth
California
$710K +$109K +496 +17%
WANY
1200
Wealthspire Advisors (New York)
New York
$710K +$337K +1,539 +84%
46 47
48
49 50