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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1401
Berkshire Bank
Massachusetts
$773K -$9.63K -32 -1%
EIA
1402
Edgemoor Investment Advisors
Maryland
$770K -$20.2K -67 -2%
SF
1403
Symphony Financial
Texas
$769K -$191K -635 -19%
BCM
1404
Becker Capital Management
Oregon
$768K +$44.2K +147 +6%
MAMG
1405
Milestone Asset Management Group
Connecticut
$767K -$11.7K -39 -1%
APA
1406
Astoria Portfolio Advisors
New York
$767K -$201K -669 -20%
LSPW
1407
Lake Street Private Wealth
Illinois
$766K +$66.2K +220 +9%
BOSSRA
1408
B.O.S.S. Retirement Advisors
Utah
$766K -$16.9K -56 -2%
TL
1409
Tradewinds LLC
North Carolina
$765K +$784K +2,606 New
CRWM
1410
Castle Rock Wealth Management
California
$765K -$199K -660 -20%
AWC
1411
Abundance Wealth Counselors
Pennsylvania
$764K +$19K +63 +2%
WIM
1412
WealthPlan Investment Management
Nebraska
$760K -$192K -638 -20%
HIG
1413
Heritage Investment Group
Florida
$760K – – –
LCM
1414
LVM Capital Management
Michigan
$758K +$7.52K +25 +1%
4WM
1415
44 Wealth Management
Oregon
$757K -$2.26M -7,524 -74%
MWA
1416
Meridian Wealth Advisors
Texas
$757K +$5.72K +19 +0.7%
WC
1417
Waterloo Capital
Texas
$757K -$30.4K -101 -4%
SAW
1418
Signal Advisors Wealth
Michigan
$756K +$343K +1,141 +80%
SWM
1419
SeaCrest Wealth Management
New York
$756K -$12.3K -41 -2%
DWM
1420
Dogwood Wealth Management
Kansas
$754K +$18.4K +61 +2%
CWA
1421
CJM Wealth Advisers
Virginia
$753K – – –
SIC
1422
Salem Investment Counselors
North Carolina
$752K +$2.71K +9 +0.4%
DC
1423
DeDora Capital
California
$749K -$6.62K -22 -0.9%
HKIM
1424
Hayek Kallen Investment Management
Alabama
$748K – – –
SG
1425
StoneX Group
New York
$747K -$21.1K -70 -3%
55 56
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