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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1326
Simon Quick Advisors
New Jersey
$671K -$136K -594 -15%
KIA
1327
Knollwood Investment Advisory
Maryland
$670K – – –
HWMO
1328
Heritage Wealth Management (Ohio)
Ohio
$669K -$10.8K -47 -1%
BAM
1329
Belpointe Asset Management
Nevada
$668K +$59.6K +260 +9%
MSFS
1330
Main Street Financial Solutions
Pennsylvania
$667K +$18.8K +82 +3%
KSB
1331
Kennebec Savings Bank
Maine
$666K -$41.3K -180 -5%
MFGM
1332
Marshall Financial Group (Maryland)
Maryland
$665K +$15.8K +69 +2%
MWM
1333
MOKAN Wealth Management
Kansas
$663K -$416K -1,813 -36%
ATC
1334
Adirondack Trust Company
New York
$661K -$41.3K -180 -5%
GS
1335
GTS Securities
Florida
$657K -$395K -1,723 -35%
CP
1336
Cornerstone Planning
North Carolina
$655K -$2.14M -9,352 -74%
BWP
1337
BSW Wealth Partners
Colorado
$655K -$114K -498 -13%
JAG
1338
Journey Advisory Group
Kentucky
$655K -$3.27M -14,271 -82%
AI
1339
Atom Investors
Texas
$653K +$737K +3,216 New
BCM
1340
Boltwood Capital Management
California
$652K – – –
KWA
1341
Kingswood Wealth Advisors
California
$652K -$23.2K -101 -3%
SC
1342
Sapient Capital
Indiana
$648K +$404K +1,764 +126%
RI
1343
Ridgewood Investments
New Jersey
$644K +$727K +3,169 New
BWM
1344
BankPlus Wealth Management
Mississippi
$643K +$33.2K +145 +5%
SS
1345
Sunbelt Securities
Texas
$642K -$260K -1,136 -26%
KCFA
1346
Key Client Fiduciary Advisors
New Jersey
$641K -$4.59K -20 -0.6%
GFG
1347
Goldstone Financial Group
Illinois
$640K +$13.3K +58 +2%
FDCP
1348
Foster Dykema Cabot & Partners
Massachusetts
$640K -$45.9K -200 -6%
FSAG
1349
Financial Solutions Advisory Group
Illinois
$639K +$721K +3,146 New
MP
1350
Moment Partners
California
$637K -$2.06K -9 -0.3%
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