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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1301
Atomi Financial Group
New York
$727K +$299K +1,218 +67%
IPW
1302
Inlet Private Wealth
Florida
$725K -$17.7K -72 -2%
KWM
1303
KFG Wealth Management
Indiana
$723K +$12.5K +51 +2%
PB
1304
Pinnacle Bancorp
Nebraska
$721K – – –
ACM
1305
Argyle Capital Management
Pennsylvania
$718K – – –
APWM
1306
Argonautica Private Wealth Management
Massachusetts
$716K – – –
TCOTS
1307
Trust Company of the South
North Carolina
$715K – – –
BAM
1308
Brave Asset Management
New Jersey
$709K +$86.7K +353 +13%
SSW
1309
Smith Shellnut Wilson
Mississippi
$707K – – –
CIG
1310
Cascade Investment Group
Colorado
$707K – – –
TWP
1311
Tyche Wealth Partners
Texas
$706K -$256K -1,042 -26%
GWMR
1312
GC Wealth Management RIA
Massachusetts
$706K -$65.6K -267 -8%
IFG
1313
Independent Financial Group
California
$705K +$77.3K +315 +12%
PPWP
1314
Premier Path Wealth Partners
New Jersey
$705K +$200K +816 +38%
TL
1315
Tradewinds LLC
North Carolina
$705K +$145K +591 +25%
DCM
1316
Dudley Capital Management
Virginia
$703K -$9.33K -38 -1%
BMCM
1317
Burns Matteson Capital Management
New York
$701K -$65.8K -268 -8%
FWTB
1318
First Western Trust Bank
Colorado
$701K -$27.3K -111 -4%
SIA
1319
Soltis Investment Advisors
Utah
$699K -$640K -2,607 -47%
PP
1320
Paloma Partners
Connecticut
$697K -$2.14M -8,732 -75%
OIM
1321
Orca Investment Management
Oregon
$695K +$4.91K +20 +0.7%
CCP
1322
Clarkston Capital Partners
Michigan
$695K – – –
PFSC
1323
Peoples Financial Services Corp
Pennsylvania
$692K -$4.42K -18 -0.6%
WTB
1324
Washington Trust Bank
Washington
$691K -$10.3K -42 -1%
UB
1325
Umpqua Bank
Oregon
$691K +$9.08K +37 +1%
51 52
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