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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1326
Sanders Morris Harris
Texas
$558K – – –
PWM
1327
PBMares Wealth Management
Virginia
$557K +$16.1K +75 +3%
ACWM
1328
Adams Chetwood Wealth Management
North Carolina
$554K +$1.28K +6 +0.2%
HIM
1329
Hotaling Investment Management
Pennsylvania
$552K – – –
ST
1330
Sabal Trust
Florida
$549K +$47.3K +221 +10%
P
1331
&Partners
Tennessee
$548K – – –
TCM
1332
Tandem Capital Management
New Jersey
$546K – – –
LNWTC
1333
Laird Norton Wetherby Trust Company
Washington
$545K -$3.21K -15 -0.6%
VCP
1334
Verus Capital Partners
Arizona
$544K +$537K +2,509 New
AF
1335
Allworth Financial
California
$543K -$40.7K -190 -7%
AWE
1336
Avidian Wealth Enterprises
Texas
$542K -$27.2K -127 -5%
DA
1337
Detalus Advisors
Missouri
$539K -$91K -425 -15%
FHC
1338
First Heartland Consultants
Missouri
$539K -$79.6K -372 -14%
PSB
1339
Piscataqua Savings Bank
New Hampshire
$535K -$15K -70 -3%
EWA
1340
Exencial Wealth Advisors
Oklahoma
$534K -$68.1K -318 -12%
FNBSF
1341
First National Bank Sioux Falls
South Dakota
$533K – – –
MCC
1342
Money Concepts Capital
Florida
$531K +$126K +587 +34%
RZH
1343
Relyea Zuckerberg Hanson
Connecticut
$529K -$7.92K -37 -2%
GCMG
1344
Gyroscope Capital Management Group
Florida
$527K -$72.2K -337 -13%
OFW
1345
Omnia Family Wealth
Florida
$526K – – –
LCM
1346
Landscape Capital Management
New Jersey
$524K +$493K +2,303 New
SCM
1347
Salem Capital Management
Massachusetts
$523K – – –
WBCM
1348
Wilson & Boucher Capital Management
California
$520K – – –
FB
1349
Fulton Bank
Pennsylvania
$518K -$43.5K -203 -8%
CSIA
1350
Carl Stuart Investment Advisor
Texas
$516K – – –
52 53
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55 56