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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1176
Grove Bank & Trust
Florida
$1.36M +$24.3K +79 +2%
LWM
1177
Liberty Wealth Management
California
$1.36M +$1.35M +4,401 New
MP
1178
McDonald Partners
Ohio
$1.36M +$5.22K +17 +0.4%
DCP
1179
DSM Capital Partners
Florida
$1.35M -$13.5K -44 -1%
EI
1180
Ellevest Inc
New York
$1.35M -$51.6K -168 -4%
TFS
1181
Thoroughbred Financial Services
Tennessee
$1.35M -$1.08M -3,517 -45%
WA1
1182
Wimmer Associates 1
California
$1.34M – – –
GIM
1183
Goelzer Investment Management
Indiana
$1.34M – – –
SC
1184
Scotia Capital
Ontario, Canada
$1.34M +$15.1K +49 +1%
SAI
1185
Savvy Advisors Inc
New York
$1.33M +$388K +1,264 +41%
MFA
1186
Mayflower Financial Advisors
Massachusetts
$1.33M -$45.8K -149 -3%
YIA
1187
YHB Investment Advisors
Connecticut
$1.32M -$23.3K -76 -2%
LF
1188
LifeSteps Financial
California
$1.32M – – –
FFBTD
1189
First Financial Bank - Trust Division
Ohio
$1.31M -$16.3K -53 -1%
HIA
1190
Harbor Investment Advisory
Maryland
$1.31M -$3.99K -13 -0.3%
SC
1191
Stance Capital
Massachusetts
$1.31M +$1.3M +4,237 New
RC
1192
Reik & Co
New York
$1.31M – – –
SMC
1193
Smith, Moore & Co
Missouri
$1.3M -$81.4K -265 -6%
CGL
1194
Clarius Group LLC
Washington
$1.3M -$166K -542 -11%
KPWG
1195
KFA Private Wealth Group
Virginia
$1.3M +$1.29M +4,203 New
3F
1196
360 Financial
Minnesota
$1.29M -$21.2K -69 -2%
GCM
1197
Greenland Capital Management
New York
$1.29M -$11.8M -38,572 -90%
DLA
1198
Douglas Lane & Associates
New York
$1.29M -$260K -845 -17%
AWS
1199
Atria Wealth Solutions
New York
$1.29M -$7.36M -23,970 -85%
BA
1200
Ballast Advisors
Minnesota
$1.28M +$33.8K +110 +3%
46 47
48
49 50