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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1426
Holistic Financial Partners
Indiana
$440K -$20.6K -96 -5%
SFG
1427
SevenBridge Financial Group
Pennsylvania
$438K – – –
LWP
1428
Lumature Wealth Partners
Georgia
$434K +$13.5K +63 +3%
AWA
1429
Arkadios Wealth Advisors
Georgia
$434K +$75.8K +354 +23%
SACTSONJ
1430
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$432K – – –
CWM
1431
Chemistry Wealth Management
New York
$432K +$407K +1,900 New
BP
1432
BBR Partners
New York
$431K +$406K +1,894 New
BFA
1433
Brendel Financial Advisors
New Hampshire
$427K – – –
GAG
1434
GM Advisory Group
New York
$425K -$38.3K -179 -9%
KMWM
1435
Keudell/Morrison Wealth Management
Oregon
$423K -$72.6K -339 -15%
CST
1436
Charles Schwab Trust
Nevada
$423K -$4.92K -23 -1%
WG
1437
Welch Group
Alabama
$423K – – –
CWP
1438
CFM Wealth Partners
Texas
$422K +$71.7K +335 +22%
AIA
1439
Alera Investment Advisors
Illinois
$422K +$397K +1,855 New
MA
1440
MCF Advisors
Kentucky
$422K +$397K +1,855 New
CBT
1441
CoreFirst Bank & Trust
Kansas
$421K – – –
IC
1442
Intersect Capital
California
$421K +$27.4K +128 +7%
SAM
1443
Sawgrass Asset Management
Florida
$421K +$396K +1,849 New
WANY
1444
Wealthspire Advisors (New York)
New York
$419K -$424K -1,979 -52%
WSCM
1445
Wellington Shields Capital Management
New York
$415K -$321K -1,500 -45%
WMA
1446
Wealth Management Associates
New Jersey
$412K – – –
BRM
1447
Boston Research & Management
Massachusetts
$412K – – –
LA
1448
Latitude Advisors
Florida
$411K +$123K +574 +47%
PWP
1449
Perfromance Wealth Partners
Illinois
$410K – – –
SWM
1450
Shakespeare Wealth Management
Wisconsin
$409K +$428 +2 +0.1%
56 57
58
59 60