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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1201
Joel Isaacson & Co
New York
$1.28M +$307 +1 +0%
CSB
1202
City State Bank
Iowa
$1.28M – – –
SPA
1203
Shore Point Advisors
New Jersey
$1.27M – – –
EBA
1204
Eagle Bay Advisors
New York
$1.27M -$921 -3 -0.1%
EIP
1205
Ellis Investment Partners
Pennsylvania
$1.27M -$2.15K -7 -0.2%
TWA
1206
Talisman Wealth Advisors
New Jersey
$1.27M -$13.8K -45 -1%
HCA
1207
Harbour Capital Advisors
Virginia
$1.26M -$5.53K -18 -0.4%
RCAG
1208
Rehmann Capital Advisory Group
Michigan
$1.26M +$101K +330 +9%
LW
1209
Linscomb Wealth
Texas
$1.26M -$76.8K -250 -6%
EGA
1210
Eagle Global Advisors
Texas
$1.25M – – –
TP
1211
Tranquility Partners
Tennessee
$1.25M -$1.23K -4 -0.1%
CWP
1212
Core Wealth Partners
California
$1.25M +$7.99K +26 +0.6%
CG
1213
Clifford Group
Massachusetts
$1.25M – – –
CPIG
1214
Chicago Partners Investment Group
Illinois
$1.25M -$28K -91 -2%
SJL
1215
Shayne & Jacobs LLC
Tennessee
$1.24M – – –
OAJ
1216
Ogorek Anthony Joseph
New York
$1.23M +$5.84K +19 +0.5%
CI
1217
Cigna Investments
Connecticut
$1.23M -$40.2K -131 -3%
TIA
1218
Traphagen Investment Advisors
New Jersey
$1.23M +$307 +1 +0%
PT
1219
Plimoth Trust
Massachusetts
$1.22M -$9.83K -32 -0.8%
MSFS
1220
Main Street Financial Solutions
Pennsylvania
$1.22M -$26.1K -85 -2%
VCA
1221
Verdence Capital Advisors
Maryland
$1.22M -$5.22K -17 -0.4%
FNBTCON
1222
First National Bank & Trust Co of Newtown
Pennsylvania
$1.22M – – –
FAFN
1223
First Affirmative Financial Network
Colorado
$1.22M -$24.9K -81 -2%
LGWM
1224
Litman Gregory Wealth Management
California
$1.21M – – –
TCM
1225
Tran Capital Management
California
$1.21M – – –
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