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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1301
Main Street Research
Connecticut
$1.01M +$75.4K +255 +8%
KSB
1302
Kennebec Savings Bank
Maine
$1.01M – – –
HKIMG
1303
Hutchens & Kramer Investment Management Group
Indiana
$1M +$25.7K +87 +3%
BCM
1304
Boltwood Capital Management
California
$999K +$4.43K +15 +0.4%
CGL
1305
Clarius Group LLC
Washington
$994K +$4.73K +16 +0.5%
CWG
1306
C WorldWide Group
Denmark
$994K -$230K -778 -19%
TSS
1307
Two Sigma Securities
New York
$993K -$753K -2,548 -43%
LA
1308
LM Advisors
California
$981K +$985K +3,334 New
SEEDPG
1309
S.E.E.D. Planning Group
New York
$981K -$34.9K -118 -3%
TFA
1310
Transamerica Financial Advisors
Florida
$977K -$76K -257 -7%
V
1311
VeraBank
Texas
$969K – – –
CRIG
1312
Charter Research & Investment Group
Connecticut
$968K – – –
KIA
1313
Knollwood Investment Advisory
Maryland
$966K – – –
OL
1314
one8zero8 LLC
North Carolina
$966K +$975K +3,299 New
PA
1315
Promethium Advisors
Maryland
$966K +$33.1K +112 +4%
HWMO
1316
Heritage Wealth Management (Ohio)
Ohio
$962K – – –
AAP
1317
Arax Advisory Partners
Colorado
$959K +$52.9K +179 +6%
GVAG
1318
Great Valley Advisor Group
Delaware
$959K +$7.39K +25 +0.8%
WA
1319
WBH Advisory
Maryland
$959K -$65K -220 -6%
BPCE
1320
Bank Pictet & Cie (Europe)
Germany
$957K +$966K +3,270 New
DWM
1321
Dakota Wealth Management
Florida
$954K -$9.46K -32 -1%
NQWM
1322
Northwest Quadrant Wealth Management
Oregon
$953K -$7.68K -26 -0.8%
GC
1323
Grimes & Company
Massachusetts
$952K +$38.1K +129 +4%
SFSG
1324
Sound Financial Strategies Group
Mississippi
$952K +$91.6K +310 +11%
BFA
1325
Beaumont Financial Advisors
Massachusetts
$948K +$305K +1,032 +47%
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