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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1401
Capital Asset Advisory Services
Michigan
$315K +$14.2K +69 +5%
FFA
1402
Founders Financial Alliance
North Carolina
$315K +$24.7K +120 +8%
4WM
1403
44 Wealth Management
Oregon
$314K -$4.53K -22 -1%
HR
1404
Howe & Rusling
New York
$314K – – –
SIM
1405
Stratos Investment Management
Ohio
$313K +$323K +1,568 New
APG
1406
Abacus Planning Group
South Carolina
$312K +$21.6K +105 +7%
CCT
1407
Country Club Trust
Missouri
$311K -$30.9K -150 -9%
FWM
1408
Frontier Wealth Management
Missouri
$311K +$58.3K +283 +22%
ROTUOC
1409
Regents of the University of California
California
$310K – – –
NP
1410
NorthRock Partners
Minnesota
$309K +$50.5K +245 +19%
SFG
1411
SevenBridge Financial Group
Pennsylvania
$308K -$8.03K -39 -2%
CW
1412
CreativeOne Wealth
Kansas
$308K +$9.68K +47 +3%
PS
1413
Portfolio Strategies
New York
$307K -$51.5K -250 -14%
XWM
1414
Xcel Wealth Management
Florida
$307K – – –
AT
1415
Arden Trust
Delaware
$306K -$83K -403 -21%
TAM
1416
Taurus Asset Management
New York
$305K -$41.2K -200 -12%
DWP
1417
Destiny Wealth Partners
Florida
$305K -$5.36K -26 -2%
SAA
1418
Southeast Asset Advisors
Georgia
$305K +$824 +4 +0.3%
CST
1419
Charles Schwab Trust
Nevada
$304K – – –
IFS
1420
Ifrah Financial Services
Arkansas
$304K +$824 +4 +0.3%
DA
1421
DSC Advisors
Illinois
$304K +$314K +1,523 New
WDL
1422
Well Done LLC
Michigan
$303K -$29.9K -145 -9%
HW
1423
Hancock Whitney
Mississippi
$303K -$2.88K -14 -0.9%
CWP
1424
CFM Wealth Partners
Texas
$303K – – –
CMO
1425
Covenant Multifamily Offices
Texas
$302K – – –
55 56
57
58 59