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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1451
Inscription Capital
Texas
$615K +$523 +2 +0.1%
TWM
1452
Tolleson Wealth Management
Texas
$613K – – –
SAI
1453
Savvy Advisors Inc
New York
$612K +$65.1K +249 +13%
LCM
1454
LVM Capital Management
Michigan
$611K – – –
BFA
1455
Beaumont Financial Advisors
Massachusetts
$611K -$179K -685 -24%
PHS
1456
Pekin Hardy Strauss
Illinois
$609K – – –
MKA
1457
M. Kulyk & Associates
Georgia
$605K – – –
VAM
1458
Verity Asset Management
North Carolina
$605K -$24.1K -92 -4%
MCM
1459
McRae Capital Management
New Jersey
$605K +$3.4K +13 +0.6%
AC
1460
Avestar Capital
New York
$603K +$54.7K +209 +11%
AR
1461
Apeiron RIA
Texas
$600K +$17K +65 +3%
FA
1462
Financial Advisors
Massachusetts
$599K – – –
PGIM
1463
Pacific Global Investment Management
California
$599K – – –
GWA
1464
GGM Wealth Advisors
Maryland
$599K +$2.09K +8 +0.4%
AFC
1465
AFT Forsyth & Company
Florida
$598K – – –
HIG
1466
Heritage Investment Group
Florida
$598K – – –
LFG
1467
Larson Financial Group
Missouri
$592K +$123K +469 +28%
WBCM
1468
Wilson & Boucher Capital Management
California
$591K – – –
LC
1469
Lincoln Capital
Nebraska
$588K – – –
PPP
1470
Private Portfolio Partners
New Jersey
$587K +$555K +2,122 New
CFP
1471
Catalyst Financial Partners
Massachusetts
$587K +$18.6K +71 +3%
BC
1472
Belmont Capital
California
$585K -$567K -2,167 -51%
SF
1473
Symphony Financial
Texas
$583K +$218K +835 +64%
GEA
1474
Glen Eagle Advisors
New Jersey
$583K +$523 +2 +0.1%
EWA
1475
Etesian Wealth Advisors
Oregon
$582K -$4.45K -17 -0.8%
57 58
59
60 61