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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Moran Wealth Management
Florida
$725K +$5.62K +19 +0.8%
BIA
1452
BHK Investment Advisors
Alabama
$723K +$7.39K +25 +1%
FIBT
1453
First International Bank & Trust
North Dakota
$718K -$34.9K -118 -5%
SMH
1454
Sanders Morris Harris
Texas
$718K – – –
CSPIA
1455
Cary Street Partners Investment Advisory
Virginia
$718K -$1.93M -6,536 -73%
SSWM
1456
Sheets Smith Wealth Management
North Carolina
$717K +$154K +520 +27%
DWM
1457
Dogwood Wealth Management
Kansas
$717K +$691K +2,337 +2,105%
IFG
1458
Independent Financial Group
California
$715K -$23.9K -81 -3%
AWC
1459
Abundance Wealth Counselors
Pennsylvania
$715K +$32.8K +111 +5%
BC
1460
Brio Consultants
California
$713K +$18K +61 +3%
PCM
1461
Polymer Capital Management
New York
$710K +$716K +2,424 New
LFS
1462
Littlejohn Financial Services
Oregon
$708K +$714K +2,417 New
BFG
1463
Beacon Financial Group
Texas
$707K -$591 -2 -0.1%
SC
1464
Saiph Capital
New Jersey
$705K – – –
SG
1465
Sienna Gestion
France
$704K -$7.09M -23,995 -91%
MCM
1466
Maple Capital Management
Vermont
$703K -$87.5K -296 -11%
SAM
1467
Sompo Asset Management
Japan
$703K – – –
PFG
1468
PAX Financial Group
Texas
$702K -$53.8K -182 -7%
ALA
1469
Atlas Legacy Advisors
California
$701K +$708K +2,396 New
FCG
1470
Fielder Capital Group
Tennessee
$701K +$296 +1 +0%
SIC
1471
Shoker Investment Counsel
Ohio
$699K +$2.96K +10 +0.4%
ATIA
1472
American Trust Investment Advisors
New Hampshire
$698K -$10.6K -36 -1%
HWMG
1473
Hurlow Wealth Management Group
Indiana
$697K – – –
CWM
1474
Chemistry Wealth Management
New York
$697K +$95.8K +324 +16%
PCM
1475
Pennsylvania Capital Management
Pennsylvania
$697K +$5.02K +17 +0.7%
57 58
59
60 61