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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1301
Charter Research & Investment Group
Connecticut
$741K – – –
TC
1302
Trust Company
Kansas
$741K +$682K +3,190 +2,726%
WCA
1303
Waratah Capital Advisors
Ontario, Canada
$739K +$706K +3,301 New
KIA
1304
Knollwood Investment Advisory
Maryland
$739K – – –
DAS
1305
Dynamic Advisor Solutions
Arizona
$737K -$140K -657 -17%
NPT
1306
National Philanthropic Trust
Pennsylvania
$736K +$46K +215 +7%
BWM
1307
BankPlus Wealth Management
Mississippi
$735K +$25.6K +120 +4%
CTA
1308
Colonial Trust Advisors
South Carolina
$735K -$193K -905 -22%
MP
1309
Moment Partners
California
$731K +$27.6K +129 +4%
AHL
1310
Abel Hall LLC
Louisiana
$730K -$385K -1,803 -36%
BAM
1311
Belpointe Asset Management
Nevada
$729K -$6.84K -32 -1%
ATC
1312
Adirondack Trust Company
New York
$728K -$214 -1 -0%
SL
1313
Summitry LLC
California
$724K +$407K +1,905 +144%
BCM
1314
Boltwood Capital Management
California
$723K +$4.06K +19 +0.6%
IPW
1315
Impact Partnership Wealth
Georgia
$722K +$202K +946 +42%
JWBC
1316
J.W. Burns & Co
New York
$720K -$19.2K -90 -3%
HWMO
1317
Heritage Wealth Management (Ohio)
Ohio
$720K -$17.1K -80 -2%
1IA
1318
1834 Investment Advisors
Wisconsin
$718K +$450K +2,104 +191%
S
1319
Sunpointe
Missouri
$716K +$135K +632 +25%
WA
1320
Wealth Architects
California
$716K +$22.9K +107 +3%
NS
1321
NBC Securities
Alabama
$716K -$150K -702 -18%
VV
1322
Verity & Verity
South Carolina
$714K -$46.6K -218 -6%
MYLI
1323
Meiji Yasuda Life Insurance
Japan
$713K +$392K +1,834 +136%
DMBA
1324
Deseret Mutual Benefit Administrators
Utah
$712K -$41.7K -195 -6%
VVP
1325
Venture Visionary Partners
Ohio
$712K +$320K +1,496 +89%
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