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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1326
TPG Financial Advisors
Oregon
$530K – – –
1WA
1327
180 Wealth Advisors
Washington
$529K -$657 -3 -0.1%
BP
1328
BBR Partners
New York
$529K +$137K +623 +33%
TCBWMS
1329
Texas Capital Bank Wealth Management Services
Texas
$528K -$16.7K -76 -3%
MMA
1330
Miracle Mile Advisors
California
$528K -$1.97K -9 -0.4%
SPWM
1331
Spartan Planning & Wealth Management
North Carolina
$528K +$318K +1,450 +136%
AWM
1332
Aevitas Wealth Management
Massachusetts
$526K +$1.75K +8 +0.3%
HVP
1333
Hudson Value Partners
Florida
$525K +$548K +2,500 New
NIM
1334
NuWave Investment Management
New Jersey
$524K +$546K +2,493 New
FFN
1335
Focus Financial Network
Minnesota
$524K -$16.2K -74 -3%
SIAG
1336
Signet Investment Advisory Group
Rhode Island
$523K -$6.57K -30 -1%
SMH
1337
Sanders Morris Harris
Texas
$522K – – –
RZH
1338
Relyea Zuckerberg Hanson
Connecticut
$521K +$47.8K +218 +10%
GCMG
1339
Gyroscope Capital Management Group
Florida
$520K +$35.7K +163 +7%
TCM
1340
Teza Capital Management
Illinois
$519K -$260K -1,188 -32%
SAM
1341
S.A. Mason
Michigan
$519K – – –
FFM
1342
Forum Financial Management
Illinois
$519K +$45.8K +209 +9%
SF
1343
Symphony Financial
Texas
$517K -$85K -388 -14%
ANB
1344
Amarillo National Bank
Texas
$517K +$540K +2,462 New
ATIA
1345
American Trust Investment Advisors
New Hampshire
$516K – – –
CWP
1346
Concord Wealth Partners
Virginia
$515K +$60.5K +276 +13%
PWM
1347
PBMares Wealth Management
Virginia
$514K – – –
TCM
1348
Tandem Capital Management
New Jersey
$513K – – –
AA
1349
Argent Advisors
Louisiana
$512K -$87.7K -400 -14%
GAMC
1350
Garner Asset Management Corp
Texas
$510K +$54.8K +250 +11%
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