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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1301
SeaCrest Wealth Management
New York
$579K -$1.58K -7 -0.3%
FHA
1302
Flagship Harbor Advisors
Massachusetts
$575K -$32.7K -145 -5%
AWE
1303
Avidian Wealth Enterprises
Texas
$569K +$90.2K +400 +19%
CM
1304
Capula Management
Cayman Islands
$568K -$1.72M -7,623 -75%
HKIM
1305
Hayek Kallen Investment Management
Alabama
$568K – – –
JCIA
1306
Jackson Creek Investment Advisors
Colorado
$567K -$396K -1,755 -41%
TL
1307
Tradewinds LLC
North Carolina
$566K +$573K +2,542 New
MMA
1308
Miracle Mile Advisors
California
$564K +$226 +1 +0%
NB
1309
Northwest Bancshares
Pennsylvania
$563K – – –
CAG
1310
Csenge Advisory Group
Florida
$563K -$21.2K -94 -4%
TFA
1311
TPG Financial Advisors
Oregon
$562K – – –
PWM
1312
PBMares Wealth Management
Virginia
$560K +$7.9K +35 +1%
LI
1313
Lafayette Investments
Maryland
$559K – – –
CA
1314
Cornerstone Advisory
Maryland
$558K +$234K +1,039 +71%
HVP
1315
Hudson Value Partners
Florida
$557K – – –
IFWM
1316
Institute for Wealth Management
Colorado
$556K -$36.8K -163 -6%
LSPW
1317
Lake Street Private Wealth
Illinois
$554K +$22.6K +100 +4%
QPWM
1318
Quadrant Private Wealth Management
Pennsylvania
$551K -$9.93K -44 -2%
PCMF
1319
Private Capital Management (Florida)
Florida
$545K +$226K +1,000 +69%
FHC
1320
First Heartland Consultants
Missouri
$545K +$3.38K +15 +0.6%
MC
1321
Machina Capital
France
$545K -$52.6K -233 -9%
DMBA
1322
Deseret Mutual Benefit Administrators
Utah
$545K +$16K +71 +3%
RB
1323
Rodgers Brothers
Pennsylvania
$544K – – –
ATIA
1324
American Trust Investment Advisors
New Hampshire
$539K – – –
PVI
1325
Pine Valley Investments
New Jersey
$539K +$948K +4,203 New
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