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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1226
PDS Planning
Ohio
$872K +$21.6K +88 +2%
RCAG
1227
Rehmann Capital Advisory Group
Michigan
$871K +$15.2K +62 +2%
SWA
1228
SFMG Wealth Advisors
Texas
$869K +$894K +3,642 New
HSA
1229
HBK Sorce Advisory
Pennsylvania
$869K +$982 +4 +0.1%
CRWM
1230
Castle Rock Wealth Management
California
$868K -$246 -1 -0%
PAS
1231
Point72 Asia (Singapore)
Singapore
$867K -$3.72M -15,145 -81%
HKIMG
1232
Hutchens & Kramer Investment Management Group
Indiana
$857K -$1.96K -8 -0.2%
MIC
1233
Meridian Investment Counsel
California
$856K – – –
CA
1234
Commerzbank Aktiengesellschaft
Germany
$855K +$27.3K +111 +3%
CPIG
1235
Chicago Partners Investment Group
Illinois
$853K +$2.46K +10 +0.3%
JWBC
1236
J.W. Burns & Co
New York
$850K – – –
CPIA
1237
Cornell Pochily Investment Advisors
New York
$848K -$4.91K -20 -0.6%
GAG
1238
GM Advisory Group
New York
$844K -$1.47K -6 -0.2%
BWA
1239
Bordeaux Wealth Advisors
California
$842K +$4.42K +18 +0.5%
WPC
1240
Wedmont Private Capital
Pennsylvania
$837K +$34.6K +141 +4%
WA
1241
WBH Advisory
Maryland
$834K -$12K -49 -1%
FMWA
1242
Forvis Mazars Wealth Advisors
Missouri
$832K – – –
DBG
1243
De Burlo Group
Massachusetts
$832K -$36.8K -150 -4%
LFAS
1244
Level Four Advisory Services
Texas
$829K -$61.1K -249 -7%
LFA
1245
Legacy Financial Advisors
Kentucky
$828K +$10.6K +43 +1%
CGL
1246
Clarius Group LLC
Washington
$827K -$5.65K -23 -0.7%
MWM
1247
MGB Wealth Management
Texas
$825K – – –
SEEDPG
1248
S.E.E.D. Planning Group
New York
$823K -$14K -57 -2%
CRIG
1249
Charter Research & Investment Group
Connecticut
$823K – – –
BCM
1250
Boltwood Capital Management
California
$818K -$95.5K -389 -10%
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