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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
1201
Pacifica Capital Investments
Texas
$541K – – –
CRWM
1202
Castle Rock Wealth Management
California
$541K +$9.91K +51 +2%
PL
1203
Plancorp LLC
Missouri
$539K – – –
CSPIA
1204
Cary Street Partners Investment Advisory
Virginia
$538K +$213K +1,098 +68%
EWA
1205
Exencial Wealth Advisors
Oklahoma
$537K +$121K +622 +30%
WA
1206
Wealth Architects
California
$537K +$526K +2,705 New
MCM
1207
McRae Capital Management
New Jersey
$536K +$58.3K +300 +13%
BAM
1208
Brave Asset Management
New Jersey
$535K +$2.53K +13 +0.5%
LAM
1209
LifePro Asset Management
California
$531K +$194 +1 +0%
NB
1210
Northwest Bancshares
Pennsylvania
$530K -$44.7K -230 -8%
SWP
1211
Summit Wealth Partners
Florida
$526K – – –
KPW
1212
Kore Private Wealth
New York
$523K +$155K +800 +44%
N
1213
Natixis
France
$520K -$2.54M -13,074 -83%
WTB
1214
Washington Trust Bank
Washington
$519K -$101K -522 -17%
O
1215
Ossiam
France
$519K +$231K +1,191 +93%
JWM
1216
Jeppson Wealth Management
California
$517K – – –
BOS
1217
Bingham Osborn & Scarborough
California
$517K +$27.6K +142 +6%
GP
1218
Girard Partners
Pennsylvania
$516K -$138K -708 -21%
IFWM
1219
Institute for Wealth Management
Colorado
$514K – – –
VWM
1220
Valley Wealth Managers
New Jersey
$514K +$32.3K +166 +7%
GIM
1221
Goelzer Investment Management
Indiana
$510K – – –
LHC
1222
Little House Capital
Massachusetts
$510K +$499K +2,568 New
FHA
1223
First Horizon Advisors
Tennessee
$507K -$58.7K -302 -11%
CF
1224
Centaurus Financial
California
$505K +$9.13K +47 +2%
TFA
1225
TPG Financial Advisors
Oregon
$501K – – –
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