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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1376
KFG Wealth Management
Indiana
$853K +$23.1K +78 +3%
PP
1377
Patron Partners
Texas
$852K +$54.4K +184 +7%
HAG
1378
HF Advisory Group
Maryland
$851K +$4.14K +14 +0.5%
SFM
1379
Signet Financial Management
New Jersey
$848K -$63.8K -216 -7%
WPW
1380
Waldron Private Wealth
Pennsylvania
$848K +$27.2K +92 +3%
RBC
1381
Romano Brothers & Co
Illinois
$846K +$591 +2 +0.1%
AF
1382
Arrow Financial
New York
$845K -$47.3K -160 -5%
DBG
1383
De Burlo Group
Massachusetts
$845K +$1.18K +4 +0.1%
CSI
1384
Clark & Stuart Inc
Maine
$845K +$849K +2,872 New
CIG
1385
Cascade Investment Group
Colorado
$845K – – –
FNBOMD
1386
First National Bank of Mount Dora
Florida
$845K -$121K -411 -12%
BWM
1387
BankPlus Wealth Management
Mississippi
$844K +$852K +2,883 New
GCM
1388
Gallacher Capital Management
Colorado
$841K +$77.1K +261 +10%
BAM
1389
Blueshift Asset Management
New Jersey
$841K +$436K +1,475 +105%
WF
1390
Wayfinding Financial
Washington
$839K +$843K +2,854 New
RW
1391
Rede Wealth
Virginia
$838K -$7.09K -24 -0.8%
RAG
1392
RIA Advisory Group
Iowa
$831K +$337K +1,141 +67%
SI
1393
Seeds Investor
New York
$825K -$17.4K -59 -2%
TPWM
1394
Twelve Points Wealth Management
Massachusetts
$825K +$3.25K +11 +0.4%
SWM
1395
Spire Wealth Management
Virginia
$822K -$1.99M -6,731 -71%
MWM
1396
Meridian Wealth Management
Kentucky
$821K +$23.9K +81 +3%
WWM
1397
Western Wealth Management
Colorado
$821K +$77.7K +263 +10%
KCAM
1398
Kagan Cocozza Asset Management
New Jersey
$819K +$826K +2,796 New
SOS
1399
Silver Oak Securities
Tennessee
$818K +$345K +1,169 +72%
CA
1400
Cornerstone Advisory
Maryland
$814K +$66.8K +226 +9%
54 55
56
57 58