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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1351
Patron Partners
Texas
$626K -$12.8K -55 -2%
SAM
1352
Synergy Asset Management
Washington
$626K +$65.5K +281 +12%
P
1353
&Partners
Tennessee
$625K +$81.8K +351 +15%
SAM
1354
Sompo Asset Management
Japan
$622K -$112K -480 -15%
EB
1355
Eastern Bank
Massachusetts
$621K -$3.5K -15 -0.6%
BAM
1356
Brave Asset Management
New Jersey
$619K +$5.13K +22 +0.8%
OAM
1357
Oak Asset Management
California
$619K +$255K +1,095 +70%
RSWM
1358
Robertson Stephens Wealth Management
California
$619K +$31.7K +136 +5%
WPW
1359
Waldron Private Wealth
Pennsylvania
$617K +$2.56K +11 +0.4%
ACA
1360
Aptus Capital Advisors
Alabama
$617K -$25.6K -110 -4%
EA
1361
Emerald Advisors
Washington
$616K +$24.2K +104 +4%
MWA
1362
Meridian Wealth Advisors
Texas
$615K -$14K -60 -2%
HWMG
1363
Hurlow Wealth Management Group
Indiana
$614K -$10.7K -46 -2%
AFT
1364
Alpha Family Trust
California
$609K – – –
BTWM
1365
Baker Tilly Wealth Management
Wisconsin
$608K -$50.3K -216 -8%
WP
1366
WMS Partners
Maryland
$606K -$88.1K -378 -13%
FB
1367
Fulton Bank
Pennsylvania
$606K -$15.8K -68 -3%
LWAM
1368
Legacy Wealth Asset Management
Minnesota
$605K -$2.56K -11 -0.4%
RB
1369
Rodgers Brothers
Pennsylvania
$605K – – –
SFS
1370
Strategic Financial Services
New York
$605K – – –
VT
1371
Vise Technologies
New York
$603K +$108K +463 +22%
TCM
1372
Tandem Capital Management
New Jersey
$600K – – –
TFA
1373
TPG Financial Advisors
Oregon
$600K +$2.56K +11 +0.4%
GI
1374
GAMMA Investing
California
$599K +$568K +2,437 New
SWP
1375
Summit Wealth Partners
Florida
$597K – – –
53 54
55
56 57