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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1276
IAM Advisory
Pennsylvania
$741K +$11.7K +51 +1%
WIA
1277
Wealthedge Investment Advisors
New York
$741K +$836K +3,645 New
LAM
1278
Lewis Asset Management
California
$740K -$56.2K -245 -6%
CAMG
1279
CWA Asset Management Group
Florida
$739K +$52.7K +230 +7%
EBA
1280
Eagle Bay Advisors
New York
$735K -$13.1K -57 -2%
NP
1281
NorthRock Partners
Minnesota
$735K +$409K +1,784 +97%
PL
1282
Plancorp LLC
Missouri
$734K -$34.4K -150 -4%
RIM
1283
Redwood Investment Management
Arizona
$730K +$824K +3,595 New
RWA
1284
River Wealth Advisors
Pennsylvania
$730K +$41K +179 +5%
RS
1285
R Squared
Hong Kong
$728K +$822K +3,584 New
GWMR
1286
GC Wealth Management RIA
Massachusetts
$726K -$237K -1,032 -22%
PAM
1287
Parvin Asset Management
South Dakota
$726K – – –
PW
1288
PUREfi Wealth
Massachusetts
$726K +$3.9K +17 +0.5%
AFG
1289
Albion Financial Group
Utah
$725K -$5.73K -25 -0.7%
DWM
1290
Dakota Wealth Management
Florida
$722K -$26.4K -115 -3%
4WM
1291
44 Wealth Management
Oregon
$720K -$15.4K -67 -2%
JWM
1292
Jeppson Wealth Management
California
$719K +$216K +940 +36%
PFGIA
1293
Patriot Financial Group Insurance Agency
Massachusetts
$717K +$445K +1,940 +122%
PCA
1294
Prosperity Capital Advisors
Ohio
$716K +$11.5K +50 +1%
GIM
1295
Goelzer Investment Management
Indiana
$713K -$136K -592 -14%
AWP
1296
Abacus Wealth Partners
California
$712K -$104K -454 -11%
AIM
1297
Advyzon Investment Management
Illinois
$712K +$365K +1,592 +83%
SFS
1298
Stiles Financial Services
Minnesota
$710K -$28.9K -126 -3%
KIM
1299
Kestra Investment Management
Texas
$710K +$347K +1,515 +77%
CA
1300
Cambridge Advisors
Nebraska
$709K -$5.96K -26 -0.7%
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