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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1376
AFT Forsyth & Company
Florida
$476K – – –
PGIM
1377
Pacific Global Investment Management
California
$476K +$1.53K +7 +0.3%
LJAC
1378
L.J. Altfest & Co
New York
$475K -$1.53K -7 -0.3%
BFG
1379
Beacon Financial Group
Texas
$475K – – –
BCM
1380
Becker Capital Management
Oregon
$474K +$7.23K +33 +1%
IC
1381
Intersect Capital
California
$474K +$89K +406 +22%
FB
1382
Fulton Bank
Pennsylvania
$473K -$5.26K -24 -1%
FA
1383
Financial Advisors
Massachusetts
$473K – – –
MWM
1384
Meridian Wealth Management
Kentucky
$471K +$296K +1,350 +151%
GCAC
1385
Guardian Capital Advisors (Canada)
Ontario, Canada
$470K – – –
TWM
1386
Tolleson Wealth Management
Texas
$465K – – –
FCIM
1387
Fairview Capital Investment Management
California
$463K -$893K -4,074 -65%
ST
1388
Sabal Trust
Florida
$463K -$45.6K -208 -9%
CAAS
1389
Capital Asset Advisory Services
Michigan
$462K +$3.94K +18 +0.8%
AWE
1390
Avidian Wealth Enterprises
Texas
$461K -$40.3K -184 -8%
WBCM
1391
Wilson & Boucher Capital Management
California
$459K -$21.9K -100 -4%
EA
1392
Emerald Advisors
Washington
$458K +$86.3K +394 +22%
GWM
1393
Greenwich Wealth Management
Connecticut
$456K -$10.1K -46 -2%
CIS
1394
Connors Investor Services
Pennsylvania
$455K -$2.19K -10 -0.5%
DAM
1395
Delta Asset Management
Tennessee
$455K – – –
T
1396
TOBAM
France
$455K +$474K +2,164 New
HIG
1397
Heritage Investment Group
Florida
$454K – – –
CM
1398
Columbus Macro
Pennsylvania
$453K +$472K +2,155 New
KWM
1399
Keebeck Wealth Management
Illinois
$449K -$1.53M -6,986 -77%
LC
1400
Lincoln Capital
Nebraska
$447K – – –
54 55
56
57 58