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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
1301
Abel Hall LLC
Louisiana
$730K -$385K -1,803 -36%
BAM
1302
Belpointe Asset Management
Nevada
$729K -$6.84K -32 -1%
ATC
1303
Adirondack Trust Company
New York
$728K -$214 -1 -0%
SL
1304
Summitry LLC
California
$724K +$407K +1,905 +144%
BCM
1305
Boltwood Capital Management
California
$723K +$4.06K +19 +0.6%
IPW
1306
Impact Partnership Wealth
Georgia
$722K +$202K +946 +42%
JWBC
1307
J.W. Burns & Co
New York
$720K -$19.2K -90 -3%
HWMO
1308
Heritage Wealth Management (Ohio)
Ohio
$720K -$17.1K -80 -2%
1IA
1309
1834 Investment Advisors
Wisconsin
$718K +$450K +2,104 +191%
S
1310
Sunpointe
Missouri
$716K +$135K +632 +25%
WA
1311
Wealth Architects
California
$716K +$22.9K +107 +3%
NS
1312
NBC Securities
Alabama
$716K -$150K -702 -18%
VV
1313
Verity & Verity
South Carolina
$714K -$46.6K -218 -6%
MYLI
1314
Meiji Yasuda Life Insurance
Japan
$713K +$392K +1,834 +136%
DMBA
1315
Deseret Mutual Benefit Administrators
Utah
$712K -$41.7K -195 -6%
VVP
1316
Venture Visionary Partners
Ohio
$712K +$320K +1,496 +89%
SG
1317
StoneX Group
New York
$711K -$32.9K -154 -5%
TSMHT
1318
Thurston Springer Miller Herd & Titak
Indiana
$711K +$69.5K +325 +11%
LFG
1319
Larson Financial Group
Missouri
$707K +$65.4K +306 +11%
KWA
1320
Kingswood Wealth Advisors
California
$707K -$10.7K -50 -2%
FDCP
1321
Foster Dykema Cabot & Partners
Massachusetts
$704K – – –
LI
1322
Lafayette Investments
Maryland
$704K +$23.7K +111 +4%
BIM
1323
Baldwin Investment Management
Pennsylvania
$704K +$8.12K +38 +1%
CIM
1324
Cambria Investment Management
California
$703K +$335K +1,565 +99%
AHC
1325
Adell Harriman & Carpenter
Texas
$702K – – –
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