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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1376
Argonautica Private Wealth Management
Massachusetts
$772K – – –
TFM
1377
TFC Financial Management
Massachusetts
$772K +$281K +1,055 +54%
CT
1378
Colonial Trust
South Carolina
$771K -$96.9K -364 -11%
WETS
1379
Wealth Enhancement Trust Services
South Dakota
$770K +$797K +2,993 New
CWG
1380
C WorldWide Group
Denmark
$769K – – –
EFG
1381
Ethos Financial Group
Pennsylvania
$763K +$157K +591 +25%
HAG
1382
HF Advisory Group
Maryland
$763K +$4.26K +16 +0.5%
CA
1383
Capital Advantage
California
$763K +$1.06K +4 +0.1%
PPWP
1384
Premier Path Wealth Partners
New Jersey
$760K -$211K -793 -21%
QWP
1385
Quotient Wealth Partners
Texas
$760K -$71.3K -268 -8%
HIG
1386
Heritage Investment Group
Florida
$753K +$90.2K +339 +13%
AHL
1387
Abel Hall LLC
Louisiana
$752K +$778K +2,923 New
TPWM
1388
Twelve Points Wealth Management
Massachusetts
$752K -$26.6K -100 -3%
TP
1389
Tranquility Partners
Tennessee
$751K -$212K -796 -21%
RAG
1390
RIA Advisory Group
Iowa
$751K -$874K -3,284 -53%
EAM
1391
Empirical Asset Management
Massachusetts
$750K -$537K -2,018 -18%
ADL
1392
Asset Dedication LLC
California
$750K -$45K -169 -5%
WPA
1393
West Paces Advisors
Georgia
$747K +$9.05K +34 +1%
LI
1394
Lafayette Investments
Maryland
$744K -$245K -922 -24%
DBG
1395
De Burlo Group
Massachusetts
$743K – – –
VA
1396
VestGen Advisors
Illinois
$740K -$95.6K -359 -11%
RBC
1397
Romano Brothers & Co
Illinois
$738K +$532 +2 +0.1%
CGL
1398
Clarius Group LLC
Washington
$738K -$34.1K -128 -4%
TC
1399
TwinBeech Capital
New York
$737K +$763K +2,866 New
BWA
1400
Basecamp Wealth Advisors
Washington
$736K +$762K +2,861 New
54 55
56
57 58