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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1176
Stiles Financial Services
Minnesota
$777K -$5.41K -24 -0.7%
OC
1177
Oakworth Capital
Alabama
$777K – – –
IWM
1178
IHT Wealth Management
Illinois
$775K +$14.7K +65 +2%
HSA
1179
HBK Sorce Advisory
Pennsylvania
$775K -$745K -3,304 -49%
FFA
1180
First Foundation Advisors
California
$773K -$18.7K -83 -2%
BFC
1181
Blue Fin Capital
Rhode Island
$770K -$9.25K -41 -1%
CRIG
1182
Charter Research & Investment Group
Connecticut
$768K +$158K +700 +25%
SFG
1183
Summit Financial Group
West Virginia
$766K – – –
IA
1184
IAM Advisory
Pennsylvania
$764K +$14.4K +64 +2%
CRWM
1185
Castle Rock Wealth Management
California
$763K -$28K -124 -3%
PNAA
1186
Pictet North America Advisors
Switzerland
$763K – – –
HGERS
1187
Householder Group Estate & Retirement Specialist
Arizona
$761K -$12.4K -55 -2%
PCA
1188
Prosperity Capital Advisors
Ohio
$760K +$219K +971 +40%
SIC
1189
Salem Investment Counselors
North Carolina
$752K -$45.1K -200 -6%
MSFS
1190
Main Street Financial Solutions
Pennsylvania
$751K +$13.5K +60 +2%
SB
1191
Strategic Blueprint
Georgia
$751K +$89.8K +398 +13%
BTWM
1192
Baker Tilly Wealth Management
Wisconsin
$751K +$60.5K +268 +9%
CCP
1193
Clarkston Capital Partners
Michigan
$748K -$31.1K -138 -4%
PEA
1194
Park Edge Advisors
Ohio
$746K +$45.1K +200 +6%
EI
1195
Ellevest Inc
New York
$746K -$127K -565 -14%
TBNY
1196
Trustco Bank (New York)
New York
$744K -$47.4K -210 -6%
NQWM
1197
Northwest Quadrant Wealth Management
Oregon
$739K +$2.71K +12 +0.4%
O
1198
Ossiam
France
$739K -$2.95M -13,082 -80%
V
1199
VeraBank
Texas
$737K -$2.03K -9 -0.3%
DWM
1200
Dakota Wealth Management
Florida
$736K +$66.5K +295 +10%
46 47
48
49 50