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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1301
Scharf Investments
California
$708K -$634K -2,764 -44%
FFN
1302
Focus Financial Network
Minnesota
$706K -$18.8K -82 -2%
AP
1303
Atwood & Palmer
Missouri
$706K -$103K -450 -11%
NCM
1304
Northside Capital Management
Oregon
$702K – – –
AC
1305
AlphaCore Capital
California
$697K -$39.7K -173 -5%
NA
1306
Nautilus Advisors
California
$697K -$1.6K -7 -0.2%
AF
1307
Arrow Financial
New York
$697K -$14.4K -63 -2%
LSWP
1308
Liberty Square Wealth Partners
Pennsylvania
$697K +$17.9K +78 +2%
VV
1309
Verity & Verity
South Carolina
$692K -$101K -441 -11%
CAM
1310
Congress Asset Management
Massachusetts
$692K -$17.2K -75 -2%
AFT
1311
Alpha Family Trust
California
$691K +$180K +785 +30%
SFA
1312
Souders Financial Advisors
Ohio
$690K +$59.6K +260 +8%
VCA
1313
Verdence Capital Advisors
Maryland
$689K -$130K -567 -14%
AWA
1314
Argos Wealth Advisors
California
$687K -$535K -2,332 -41%
MCC
1315
Money Concepts Capital
Florida
$687K +$775K +3,379 New
DMBA
1316
Deseret Mutual Benefit Administrators
Utah
$686K +$441K +1,924 +133%
SAM
1317
Synergy Asset Management
Washington
$680K +$151K +657 +24%
SG
1318
StoneX Group
New York
$677K -$154K -671 -17%
FFM
1319
Forum Financial Management
Illinois
$675K -$438K -1,910 -36%
GC
1320
Grimes & Company
Massachusetts
$675K +$13.8K +60 +2%
AWA
1321
Ark Wealth Advisors
California
$675K +$218K +951 +40%
BL
1322
Balentine LLC
Georgia
$674K -$1.13M -4,927 -60%
CPIA
1323
Cornell Pochily Investment Advisors
New York
$673K – – –
CRIG
1324
Charter Research & Investment Group
Connecticut
$672K – – –
JWBC
1325
J.W. Burns & Co
New York
$672K – – –
51 52
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