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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1201
Walsky Investment Management
Pennsylvania
$920K – – –
CSB
1202
City State Bank
Iowa
$914K – – –
CT
1203
Chicago Trust
Illinois
$914K -$79.1K -370 -8%
PWMG
1204
Prestige Wealth Management Group
New Jersey
$914K -$373K -1,745 -30%
RFA
1205
ROI Financial Advisors
Oregon
$912K -$410K -1,918 -32%
FM
1206
Foster & Motley
Ohio
$909K -$31.6K -148 -4%
CG
1207
Clifford Group
Massachusetts
$908K – – –
BPW
1208
BlueDoor Private Wealth
Massachusetts
$906K – – –
KPWG
1209
KFA Private Wealth Group
Virginia
$906K -$34K -159 -4%
WA1
1210
Wimmer Associates 1
California
$904K – – –
AIM
1211
Alhambra Investment Management
Florida
$902K +$14.7K +69 +2%
SMC
1212
Smith, Moore & Co
Missouri
$901K -$12.6K -59 -1%
CWP
1213
Core Wealth Partners
California
$900K +$2.78K +13 +0.3%
FMWA
1214
Forvis Mazars Wealth Advisors
Missouri
$899K +$59.6K +279 +7%
SA
1215
Sylvest Advisors
Texas
$899K +$858K +4,013 New
PCP
1216
Proficio Capital Partners
Massachusetts
$895K +$537K +2,511 +169%
LWM
1217
Liberty Wealth Management
California
$895K – – –
KSB
1218
Kennebec Savings Bank
Maine
$886K +$145K +678 +21%
YIA
1219
YHB Investment Advisors
Connecticut
$877K -$15K -70 -2%
AC
1220
AlphaCore Capital
California
$877K +$103K +484 +14%
UCB
1221
United Community Bank
South Carolina
$877K -$212K -992 -20%
HCA
1222
Hardworking Capital Advisors
California
$876K +$6.41K +30 +0.8%
BTC
1223
Bank & Trust Company
Illinois
$875K +$10.7K +50 +1%
RGC
1224
Roberts, Glore & Co
Illinois
$873K +$40.6K +190 +5%
SFS
1225
Sowell Financial Services
Arkansas
$871K -$219K -1,024 -21%
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