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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1376
Catalyst Financial Partners
Massachusetts
$638K +$87.9K +411 +17%
JAG
1377
Journey Advisory Group
Kentucky
$635K -$83.1K -389 -12%
DLA
1378
Douglas Lane & Associates
New York
$634K -$212K -990 -26%
NB
1379
Nicolet Bankshares
Wisconsin
$632K +$110K +513 +23%
WPA
1380
West Paces Advisors
Georgia
$631K +$7.48K +35 +1%
1C
1381
111 Capital
France
$628K -$368K -1,722 -38%
UB
1382
Umpqua Bank
Oregon
$628K +$50.4K +236 +9%
WA
1383
WBH Advisory
Maryland
$623K -$1.5K -7 -0.3%
CMF
1384
Counterpoint Mutual Funds
California
$622K -$4.42M -20,695 -88%
KFA
1385
Krane Funds Advisors
New York
$621K +$6.2K +29 +1%
CCP
1386
Cushing Capital Partners
Wisconsin
$620K -$65.6K -307 -10%
IP
1387
Indivisible Partners
Florida
$619K +$155K +725 +36%
BEW
1388
Burton Enright Welch
California
$617K -$214 -1 -0%
TWM
1389
Trueblood Wealth Management
Ohio
$615K +$3.63K +17 +0.6%
TPWM
1390
Twelve Points Wealth Management
Massachusetts
$615K -$17.1K -80 -3%
BEAM
1391
Baker Ellis Asset Management
Washington
$615K – – –
DCM
1392
Dudley Capital Management
Virginia
$615K – – –
APP
1393
Avantax Planning Partners
Iowa
$614K -$69K -323 -11%
CCG
1394
Ceeto Capital Group
Florida
$613K -$427K -2,000 -43%
APA
1395
Astoria Portfolio Advisors
New York
$613K +$70.5K +330 +14%
OL
1396
one8zero8 LLC
North Carolina
$612K +$1.71K +8 +0.3%
FWTB
1397
First Western Trust Bank
Colorado
$612K -$15K -70 -2%
EWS
1398
Evergreen Wealth Solutions
Pennsylvania
$612K +$473K +2,214 New
SC
1399
Scotia Capital
Ontario, Canada
$611K -$47.9K -224 -8%
LCM
1400
LVM Capital Management
Michigan
$608K – – –
54 55
56
57 58