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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1276
Dakota Wealth Management
Florida
$910K -$6.8K -26 -0.8%
HWMO
1277
Heritage Wealth Management (Ohio)
Ohio
$909K – – –
NQWM
1278
Northwest Quadrant Wealth Management
Oregon
$908K +$3.4K +13 +0.4%
BTC
1279
Bank & Trust Company
Illinois
$906K – – –
GVAG
1280
Great Valley Advisor Group
Delaware
$899K -$9.41K -36 -1%
OAM
1281
Oak Asset Management
California
$898K – – –
FFO
1282
Fiduciary Family Office
Florida
$896K +$36.3K +139 +4%
MSR
1283
Main Street Research
Connecticut
$882K – – –
PA
1284
Promethium Advisors
Maryland
$881K +$829K +3,169 New
WA
1285
Wealth Architects
California
$881K +$2.88K +11 +0.3%
MWM
1286
Merriman Wealth Management
Washington
$881K +$523 +2 +0.1%
AHC
1287
Adell Harriman & Carpenter
Texas
$879K -$34K -130 -4%
AFG
1288
Atomi Financial Group
New York
$877K +$32.9K +126 +4%
MCM
1289
Manchester Capital Management
Vermont
$876K +$18.6K +71 +2%
TBNY
1290
Trustco Bank (New York)
New York
$872K -$6.54K -25 -0.8%
SFA
1291
Souders Financial Advisors
Ohio
$872K +$523 +2 +0.1%
NRD
1292
Nebula Research & Development
New York
$872K +$824K +3,150 New
FDCP
1293
Foster Dykema Cabot & Partners
Massachusetts
$870K +$12.6K +48 +2%
NF
1294
Nvest Financial
New Hampshire
$868K +$279K +1,066 +51%
LWM
1295
Liberty Wealth Management
California
$866K +$69.3K +265 +9%
BEAM
1296
Baker Ellis Asset Management
Washington
$865K +$87.9K +336 +12%
PSC
1297
Prentiss Smith & Co
Vermont
$865K -$78.5K -300 -9%
GC
1298
Grimes & Company
Massachusetts
$864K +$3.4K +13 +0.4%
HPM
1299
Hoxton Planning & Management
West Virginia
$864K +$82.4K +315 +11%
WPIC
1300
White Pine Investment Company
Michigan
$864K -$23.5K -90 -3%
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