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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1276
Arax Advisory Partners
Colorado
$614K -$13.3K -62 -2%
RCG
1277
Resource Consulting Group
Florida
$614K – – –
BAM
1278
Brave Asset Management
New Jersey
$613K -$4.5K -21 -0.8%
FMLI
1279
Fukoku Mutual Life Insurance
Japan
$610K -$64.2K -300 -10%
BFA
1280
Buttonwood Financial Advisors
Maryland
$610K -$11.1K -52 -2%
VWM
1281
Valley Wealth Managers
New Jersey
$608K -$33.6K -157 -6%
LFA
1282
Legacy Financial Advisors
Kentucky
$608K +$19.1K +89 +3%
LAM
1283
LifePro Asset Management
California
$607K – – –
PF
1284
Phoenix Financial
Israel
$605K -$22.9K -107 -4%
DWM
1285
Drive Wealth Management
Utah
$605K +$566K +2,645 New
CF
1286
Centaurus Financial
California
$604K +$25.5K +119 +5%
IWM
1287
IHT Wealth Management
Illinois
$603K +$1.71K +8 +0.3%
SWP
1288
Summit Wealth Partners
Florida
$603K – – –
MRCM
1289
M&R Capital Management
New Jersey
$602K +$64.2K +300 +13%
LSPW
1290
Lake Street Private Wealth
Illinois
$600K -$2.78K -13 -0.5%
SAM
1291
Silphium Asset Management
United Kingdom
$599K +$278K +1,300 +98%
AP
1292
Americana Partners
Texas
$597K -$4.06M -18,975 -88%
IFWM
1293
Institute for Wealth Management
Colorado
$597K +$1.5K +7 +0.3%
CAG
1294
Csenge Advisory Group
Florida
$597K +$59.7K +279 +12%
EIA
1295
Edgemoor Investment Advisors
Maryland
$595K +$24.6K +115 +5%
CNBTD
1296
Citizens National Bank Trust Department
Mississippi
$591K -$46K -215 -7%
MC
1297
Machina Capital
France
$591K +$556K +2,596 New
JWM
1298
Jeppson Wealth Management
California
$590K +$3.21K +15 +0.6%
CT
1299
Columbia Trust
Oregon
$590K +$35.5K +166 +7%
TCBWMS
1300
Texas Capital Bank Wealth Management Services
Texas
$589K -$214 -1 -0%
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