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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1201
Minot Wealth Management
Massachusetts
$757K +$6.11K +27 +0.9%
CCT
1202
Chemung Canal Trust
New York
$755K -$8.15K -36 -1%
LWM
1203
Liberty Wealth Management
California
$754K -$92.6K -409 -12%
HGERS
1204
Householder Group Estate & Retirement Specialist
Arizona
$750K +$689K +3,043 New
CWA
1205
CJM Wealth Advisers
Virginia
$748K +$686K +3,032 New
OC
1206
Oakworth Capital
Alabama
$746K +$58.9K +260 +9%
FFA
1207
First Foundation Advisors
California
$744K +$88.8K +392 +15%
WS
1208
Wedbush Securities
California
$741K +$11.8K +52 +2%
HI
1209
Hoey Investments
Pennsylvania
$740K – – –
TPWM
1210
Twelve Points Wealth Management
Massachusetts
$740K +$679K +3,000 New
AIA
1211
Avalon Investment & Advisory
Texas
$737K -$441K -1,950 -39%
FMLI
1212
Fukoku Mutual Life Insurance
Japan
$735K +$22.6K +100 +3%
EAM
1213
Evanson Asset Management
California
$727K – – –
AIM
1214
Alhambra Investment Management
Florida
$726K – – –
CFSG
1215
Community Financial Services Group
Vermont
$724K +$1.13K +5 +0.2%
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
$721K -$1.24M -5,493 -65%
CWG
1217
C WorldWide Group
Denmark
$720K -$634K -2,800 -49%
RW
1218
Rede Wealth
Virginia
$720K -$453 -2 -0.1%
DT
1219
Diversified Trust
Tennessee
$719K +$236K +1,042 +56%
SW
1220
SteelPeak Wealth
California
$717K +$658K +2,907 New
SCA
1221
Stokes Capital Advisors
South Carolina
$715K – – –
B
1222
Barings
North Carolina
$712K -$36.9K -163 -5%
MWA
1223
Meridian Wealth Advisors
Texas
$712K – – –
KW
1224
KWB Wealth
California
$712K +$1.81K +8 +0.3%
GC
1225
Grimes & Company
Massachusetts
$711K +$5.89K +26 +0.9%
47 48
49
50 51