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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1226
Blue Fin Capital
Rhode Island
$834K -$3.03K -13 -0.4%
RG
1227
Rathbones Group
United Kingdom
$834K -$310K -1,332 -27%
C
1228
Certuity
Florida
$834K +$215K +923 +35%
RCAG
1229
Rehmann Capital Advisory Group
Michigan
$834K +$7.22K +31 +0.9%
AAIM
1230
Asset Advisors Investment Management
Georgia
$833K -$3.73K -16 -0.4%
HSA
1231
HBK Sorce Advisory
Pennsylvania
$830K -$19.6K -84 -2%
FIM
1232
Freedom Investment Management
Connecticut
$830K +$24.5K +105 +3%
DWM
1233
Dakota Wealth Management
Florida
$829K +$62.2K +267 +8%
MSFS
1234
Main Street Financial Solutions
Pennsylvania
$828K -$7.46K -32 -0.9%
GAG
1235
GM Advisory Group
New York
$823K +$293K +1,258 +55%
FMWA
1236
Forvis Mazars Wealth Advisors
Missouri
$822K +$144K +620 +21%
LI
1237
Lafayette Investments
Maryland
$816K +$79.7K +342 +11%
PS
1238
Principal Securities
Iowa
$814K +$815K +3,496 New
GC
1239
Grimes & Company
Massachusetts
$811K +$53.1K +228 +7%
MWM
1240
MGB Wealth Management
Texas
$810K +$810K +3,475 New
PCP
1241
Proficio Capital Partners
Massachusetts
$805K +$12.6K +54 +2%
CRIG
1242
Charter Research & Investment Group
Connecticut
$803K – – –
PP
1243
PDS Planning
Ohio
$803K -$18.2K -78 -2%
BMCM
1244
Bryn Mawr Capital Management
Pennsylvania
$798K -$1.64M -7,039 -67%
PNAA
1245
Pictet North America Advisors
Switzerland
$798K – – –
NQWM
1246
Northwest Quadrant Wealth Management
Oregon
$797K +$2.8K +12 +0.4%
MSR
1247
Main Street Research
Connecticut
$796K -$42.9K -184 -5%
A
1248
AlphaQuest
New York
$793K +$793K +3,405 New
SDIC
1249
South Dakota Investment Council
South Dakota
$792K – – –
GWMR
1250
GC Wealth Management RIA
Massachusetts
$787K +$787K +3,377 New
48 49
50
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