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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1326
Key Client Fiduciary Advisors
New Jersey
$994K -$256K -835 -21%
CCP
1327
Cushing Capital Partners
Wisconsin
$991K +$3.99K +13 +0.4%
AHC
1328
Adell Harriman & Carpenter
Texas
$990K +$921 +3 +0.1%
SAM
1329
Sompo Asset Management
Japan
$990K +$120K +390 +14%
BTC
1330
Bank & Trust Company
Illinois
$990K – – –
NQWM
1331
Northwest Quadrant Wealth Management
Oregon
$990K +$4.3K +14 +0.4%
AC
1332
Avestar Capital
New York
$984K +$181K +589 +23%
WA
1333
Wealth Alliance
New York
$984K +$24K +78 +3%
AWM
1334
Aprio Wealth Management
Georgia
$980K +$250K +814 +34%
VA
1335
VestGen Advisors
Illinois
$968K +$28.3K +92 +3%
OIM
1336
Orca Investment Management
Oregon
$964K +$19.4K +63 +2%
PSC
1337
Prentiss Smith & Co
Vermont
$964K – – –
SFA
1338
Souders Financial Advisors
Ohio
$963K -$9.21K -30 -1%
GSF
1339
Grove Street Fiduciary
New Hampshire
$961K -$3.69K -12 -0.4%
TCOTS
1340
Trust Company of the South
North Carolina
$961K +$12.6K +41 +1%
CWMK
1341
Caliber Wealth Management (Kansas)
Kansas
$961K +$23.7K +77 +3%
HPM
1342
Hoxton Planning & Management
West Virginia
$957K +$3.69K +12 +0.4%
CWM
1343
Cornerstone Wealth Management
Missouri
$955K +$93.7K +305 +11%
AIM
1344
Alhambra Investment Management
Florida
$955K +$40.2K +131 +4%
ADL
1345
Asset Dedication LLC
California
$952K -$6.14K -20 -0.6%
GVAG
1346
Great Valley Advisor Group
Delaware
$951K -$212K -689 -18%
EFA
1347
Evernest Financial Advisors
Indiana
$945K +$51.6K +168 +6%
AAS
1348
Annex Advisory Services
Wisconsin
$945K – – –
LFG
1349
Larson Financial Group
Missouri
$942K -$17.2K -56 -2%
TBNY
1350
Trustco Bank (New York)
New York
$941K – – –
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