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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1276
Capital Investment Advisory Services
North Carolina
$622K +$30.3K +134 +6%
SIAG
1277
Signet Investment Advisory Group
Rhode Island
$621K – – –
AWM
1278
Aevitas Wealth Management
Massachusetts
$621K +$1.81K +8 +0.3%
AWE
1279
Avidian Wealth Enterprises
Texas
$618K +$33.5K +148 +6%
EFA
1280
Evernest Financial Advisors
Indiana
$618K +$559K +2,471 New
EIA
1281
Edgemoor Investment Advisors
Maryland
$617K – – –
SM
1282
SG3 Management
Puerto Rico
$616K +$566K +2,500 New
PL
1283
Pluribus Labs
California
$613K +$563K +2,487 New
FB
1284
Fulton Bank
Pennsylvania
$611K -$23.5K -104 -4%
EWA
1285
EverSource Wealth Advisors
Alabama
$610K +$560K +2,474 New
SAM
1286
S.A. Mason
Michigan
$609K – – –
OCG
1287
Opus Capital Group
Ohio
$608K – – –
ACM
1288
Aljian Capital Management
Nevada
$607K +$25.8K +114 +5%
ATIA
1289
American Trust Investment Advisors
New Hampshire
$606K – – –
EI
1290
Ellevest Inc
New York
$603K +$24.2K +107 +5%
CG
1291
Corundum Group
Colorado
$603K +$113K +499 +26%
TCM
1292
Tandem Capital Management
New Jersey
$602K -$11.3K -50 -2%
WF
1293
Wayfinding Financial
Washington
$600K +$693K +3,059 New
ACWM
1294
Adams Chetwood Wealth Management
North Carolina
$599K – – –
RIA
1295
Richwood Investment Advisors
Ohio
$599K +$550K +2,430 New
HIM
1296
Hotaling Investment Management
Pennsylvania
$598K – – –
WPW
1297
Waldron Private Wealth
Pennsylvania
$598K +$8.15K +36 +2%
PSB
1298
Piscataqua Savings Bank
New Hampshire
$596K -$679 -3 -0.1%
SMH
1299
Sanders Morris Harris
Texas
$596K – – –
P
1300
&Partners
Tennessee
$594K – – –
50 51
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53 54