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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1376
Summit Wealth Partners
Florida
$814K – – –
CCA
1377
Cobblestone Capital Advisors
New York
$811K +$13.2K +44 +2%
GVAG
1378
Great Valley Advisor Group
Delaware
$811K -$95.7K -318 -10%
BIA
1379
BHK Investment Advisors
Alabama
$811K +$301 +1 +0%
DCM
1380
Dudley Capital Management
Virginia
$806K – – –
MWM
1381
Meridian Wealth Management
Kentucky
$804K +$13.8K +46 +2%
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
$803K +$15K +50 +2%
OL
1383
one8zero8 LLC
North Carolina
$800K -$52.7K -175 -6%
FCAS
1384
First Command Advisory Services
Texas
$799K +$10.5K +35 +1%
FWTB
1385
First Western Trust Bank
Colorado
$797K -$6.92K -23 -0.8%
CPWA
1386
Cerro Pacific Wealth Advisors
California
$796K -$97.2K -323 -11%
MAM
1387
MWA Asset Management
Massachusetts
$795K +$28K +93 +4%
CA
1388
Cornerstone Advisory
Maryland
$793K +$7.52K +25 +0.9%
SFM
1389
Signet Financial Management
New Jersey
$793K -$1.5K -5 -0.2%
RB
1390
Rodgers Brothers
Pennsylvania
$788K – – –
RIG
1391
RiverFront Investment Group
Virginia
$788K +$441K +1,465 +120%
MA
1392
MCF Advisors
Kentucky
$787K – – –
RPWA
1393
Regent Peak Wealth Advisors
Georgia
$786K +$806K +2,679 New
KA
1394
KDT Advisors
New York
$786K +$151K +502 +23%
GFG
1395
Goldstone Financial Group
Illinois
$786K +$251K +833 +45%
BA
1396
Bridgewater Advisors
New York
$782K -$61.1K -203 -6%
DWM
1397
Dakota Wealth Management
Florida
$782K -$71.6K -238 -8%
VCM
1398
Vision Capital Management
Oregon
$780K +$1.5K +5 +0.2%
JWM
1399
Jeppson Wealth Management
California
$776K – – –
SB
1400
Sunflower Bank
Texas
$774K +$1.81K +6 +0.2%
54 55
56
57 58