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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
1376
Caliber Wealth Management (Kansas)
Kansas
$928K +$916K +3,038 New
IPW
1377
Inlet Private Wealth
Florida
$928K – – –
BFC
1378
Blue Fin Capital
Rhode Island
$920K -$23.8K -79 -3%
APWM
1379
Argonautica Private Wealth Management
Massachusetts
$917K – – –
OPW
1380
Osprey Private Wealth
New York
$917K – – –
LP
1381
LMR Partners
United Kingdom
$916K +$904K +2,997 New
PB
1382
Pinnacle Bancorp
Nebraska
$914K -$9.05K -30 -1%
RGF
1383
Retirement Guys Formula
Ohio
$911K +$900K +2,983 New
LA
1384
LM Advisors
California
$908K -$109K -362 -11%
BEAM
1385
Baker Ellis Asset Management
Washington
$908K -$46.8K -155 -5%
AIM
1386
Alhambra Investment Management
Florida
$906K -$35.9K -119 -4%
BIM
1387
Baldwin Investment Management
Pennsylvania
$904K +$275K +912 +45%
SIA
1388
Soltis Investment Advisors
Utah
$904K -$7.54K -25 -0.8%
WA
1389
WBH Advisory
Maryland
$896K -$104K -344 -11%
TPWM
1390
Twelve Points Wealth Management
Massachusetts
$894K +$32.6K +108 +4%
SAW
1391
Signal Advisors Wealth
Michigan
$894K +$114K +378 +15%
HAG
1392
HF Advisory Group
Maryland
$892K +$4.83K +16 +0.6%
MPWT
1393
MassMutual Private Wealth & Trust
Connecticut
$892K +$62.4K +207 +8%
BB
1394
Berkshire Bank
Massachusetts
$891K – – –
MM
1395
MQS Management
New York
$890K +$878K +2,912 New
SB
1396
Strategic Blueprint
Georgia
$890K -$364K -1,207 -29%
AFT
1397
Alpha Family Trust
California
$889K +$89K +295 +11%
EFA
1398
Evernest Financial Advisors
Indiana
$885K +$116K +383 +15%
WF
1399
Wayfinding Financial
Washington
$883K +$6.64K +22 +0.8%
DBG
1400
De Burlo Group
Massachusetts
$882K – – –
54 55
56
57 58