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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1426
Avestar Capital
New York
$696K +$17.8K +67 +3%
CCWM
1427
Cassaday & Co Wealth Management
Virginia
$695K +$303K +1,138 +73%
SAM
1428
Synergy Asset Management
Washington
$691K -$641K -2,407 -47%
RB
1429
Rodgers Brothers
Pennsylvania
$691K – – –
MWM
1430
Meridian Wealth Management
Kentucky
$691K -$14.4K -54 -2%
SMA
1431
Sage Mountain Advisors
Georgia
$689K +$116K +437 +20%
DC
1432
DeDora Capital
California
$688K +$33K +124 +5%
FDDB
1433
Fidelity D&D Bancorp
Pennsylvania
$687K -$61.8K -232 -8%
MPWT
1434
MassMutual Private Wealth & Trust
Connecticut
$687K -$55.4K -208 -7%
SFM
1435
Signet Financial Management
New Jersey
$685K -$10.4K -39 -1%
RPWA
1436
Regent Peak Wealth Advisors
Georgia
$678K -$12K -45 -2%
MAMG
1437
Milestone Asset Management Group
Connecticut
$677K +$4.79K +18 +0.7%
AWC
1438
Abundance Wealth Counselors
Pennsylvania
$674K +$5.06K +19 +0.7%
EIA
1439
Edgemoor Investment Advisors
Maryland
$674K – – –
SWM
1440
SeaCrest Wealth Management
New York
$674K -$5.32K -20 -0.8%
AFT
1441
Alpha Family Trust
California
$673K -$78.5K -295 -10%
AU
1442
AlphaGrep UK
$671K +$695K +2,610 New
JWM
1443
Jeppson Wealth Management
California
$669K -$11.4K -43 -2%
BB
1444
Berkshire Bank
Massachusetts
$667K -$11.2K -42 -2%
KCAM
1445
Kagan Cocozza Asset Management
New Jersey
$667K +$29.5K +111 +4%
PP
1446
Paladin Partners
Wisconsin
$666K +$689K +2,590 New
AO
1447
Advisor OS
Illinois
$663K +$116K +437 +20%
CWA
1448
CJM Wealth Advisers
Virginia
$660K – – –
LCM
1449
LVM Capital Management
Michigan
$658K -$6.66K -25 -1%
FFO
1450
Fiduciary Family Office
Florida
$656K -$294K -1,106 -30%
56 57
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