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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1326
Manchester Capital Management
Vermont
$1.03M +$44K +146 +5%
TFA
1327
Transamerica Financial Advisors
Florida
$1.03M +$10.6K +35 +1%
SG
1328
StoneX Group
New York
$1.03M -$36.5K -121 -3%
LSWP
1329
Liberty Square Wealth Partners
Pennsylvania
$1.02M – – –
GC
1330
Grimes & Company
Massachusetts
$1.02M +$27.4K +91 +3%
V
1331
VeraBank
Texas
$1.01M – – –
CRIG
1332
Charter Research & Investment Group
Connecticut
$1.01M – – –
HWMO
1333
Heritage Wealth Management (Ohio)
Ohio
$1.01M +$6.03K +20 +0.6%
OL
1334
one8zero8 LLC
North Carolina
$1.01M +$603 +2 +0.1%
KIA
1335
Knollwood Investment Advisory
Maryland
$1.01M – – –
HBT
1336
Heartland Bank & Trust
Illinois
$1.01M -$247K -820 -20%
GM
1337
GeoWealth Management
Illinois
$1.01M -$275K -911 -22%
HKIMG
1338
Hutchens & Kramer Investment Management Group
Indiana
$1M -$39.8K -132 -4%
SCP
1339
Stamos Capital Partners
California
$1M -$813K -2,694 -45%
CTA
1340
Colonial Trust Advisors
South Carolina
$1M +$483K +1,600 +95%
RPWA
1341
Regent Peak Wealth Advisors
Georgia
$1,000K -$115K -382 -10%
BCM
1342
Boltwood Capital Management
California
$998K -$43.7K -145 -4%
NC
1343
Napatree Capital
Rhode Island
$991K +$13K +43 +1%
PEA
1344
Park Edge Advisors
Ohio
$989K – – –
BA
1345
Bridgewater Advisors
New York
$987K +$1.01M +3,338 New
OAM
1346
Oak Asset Management
California
$987K – – –
EFG
1347
Everhart Financial Group
Ohio
$985K +$57.3K +190 +6%
SSW
1348
Smith Shellnut Wilson
Mississippi
$985K +$16.6K +55 +2%
BTC
1349
Bank & Trust Company
Illinois
$980K -$5.73K -19 -0.6%
WA
1350
Wealth Architects
California
$980K +$7.84K +26 +0.8%
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