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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1326
WealthPlan Investment Management
Nebraska
$995K +$144K +468 +17%
KCFA
1327
Key Client Fiduciary Advisors
New Jersey
$994K -$256K -835 -21%
CCP
1328
Cushing Capital Partners
Wisconsin
$991K +$3.99K +13 +0.4%
AHC
1329
Adell Harriman & Carpenter
Texas
$990K +$921 +3 +0.1%
SAM
1330
Sompo Asset Management
Japan
$990K +$120K +390 +14%
BTC
1331
Bank & Trust Company
Illinois
$990K – – –
NQWM
1332
Northwest Quadrant Wealth Management
Oregon
$990K +$4.3K +14 +0.4%
AC
1333
Avestar Capital
New York
$984K +$181K +589 +23%
WA
1334
Wealth Alliance
New York
$984K +$24K +78 +3%
AWM
1335
Aprio Wealth Management
Georgia
$980K +$250K +814 +34%
VA
1336
VestGen Advisors
Illinois
$968K +$28.3K +92 +3%
OIM
1337
Orca Investment Management
Oregon
$964K +$19.4K +63 +2%
PSC
1338
Prentiss Smith & Co
Vermont
$964K – – –
SFA
1339
Souders Financial Advisors
Ohio
$963K -$9.21K -30 -1%
GSF
1340
Grove Street Fiduciary
New Hampshire
$961K -$3.69K -12 -0.4%
TCOTS
1341
Trust Company of the South
North Carolina
$961K +$12.6K +41 +1%
CWMK
1342
Caliber Wealth Management (Kansas)
Kansas
$961K +$23.7K +77 +3%
HPM
1343
Hoxton Planning & Management
West Virginia
$957K +$3.69K +12 +0.4%
CWM
1344
Cornerstone Wealth Management
Missouri
$955K +$93.7K +305 +11%
AIM
1345
Alhambra Investment Management
Florida
$955K +$40.2K +131 +4%
ADL
1346
Asset Dedication LLC
California
$952K -$6.14K -20 -0.6%
GVAG
1347
Great Valley Advisor Group
Delaware
$951K -$212K -689 -18%
EFA
1348
Evernest Financial Advisors
Indiana
$945K +$51.6K +168 +6%
AAS
1349
Annex Advisory Services
Wisconsin
$945K – – –
LFG
1350
Larson Financial Group
Missouri
$942K -$17.2K -56 -2%
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