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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Brave Asset Management
New Jersey
$670K -$4.75K -21 -0.8%
BCM
1252
Brasada Capital Management
Texas
$670K +$453 +2 +0.1%
FAM
1253
Fulcrum Asset Management
United Kingdom
$668K – – –
MCM
1254
McRae Capital Management
New Jersey
$666K +$226 +1 +0%
PCP
1255
Proficio Capital Partners
Massachusetts
$666K +$17.2K +76 +3%
RCG
1256
Resource Consulting Group
Florida
$666K +$611K +2,700 New
LAM
1257
LifePro Asset Management
California
$658K – – –
EWA
1258
Exencial Wealth Advisors
Oklahoma
$657K +$604K +2,666 New
GCMG
1259
Gyroscope Capital Management Group
Florida
$654K +$600K +2,652 New
SWP
1260
Summit Wealth Partners
Florida
$653K – – –
LSPW
1261
Lake Street Private Wealth
Illinois
$653K +$600K +2,649 New
IWM
1262
IHT Wealth Management
Illinois
$651K +$13.1K +58 +2%
IFWM
1263
Institute for Wealth Management
Colorado
$645K +$6.79K +30 +1%
TCBWMS
1264
Texas Capital Bank Wealth Management Services
Texas
$639K +$11.3K +50 +2%
LFA
1265
Legacy Financial Advisors
Kentucky
$637K +$25.4K +112 +5%
BEW
1266
Burton Enright Welch
California
$637K +$585K +2,583 New
JWM
1267
Jeppson Wealth Management
California
$636K -$13.6K -60 -2%
AF
1268
Allworth Financial
California
$636K +$57.1K +252 +11%
LHC
1269
Little House Capital
Massachusetts
$634K +$12K +53 +2%
PP
1270
Patron Partners
Texas
$634K +$88.3K +390 +18%
HKIM
1271
Hayek Kallen Investment Management
Alabama
$629K +$577K +2,550 New
CSPIA
1272
Cary Street Partners Investment Advisory
Virginia
$628K -$91.5K -404 -14%
CF
1273
Centaurus Financial
California
$625K – – –
NB
1274
Northwest Bancshares
Pennsylvania
$624K -$30.8K -136 -5%
TFA
1275
TPG Financial Advisors
Oregon
$622K – – –
49 50
51
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