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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1451
Dogwood Wealth Management
Kansas
$765K -$12.9K -42 -2%
BAM
1452
Brave Asset Management
New Jersey
$763K – – –
AC
1453
AlphaCore Capital
California
$762K +$67.6K +220 +10%
SHFA
1454
SS&H Financial Advisors
Michigan
$762K -$430K -1,400 -36%
BCM
1455
Becker Capital Management
Oregon
$761K – – –
SMA
1456
Sage Mountain Advisors
Georgia
$759K +$160K +521 +27%
SFSG
1457
Sound Financial Strategies Group
Mississippi
$759K +$21.8K +71 +3%
RG
1458
Rathbones Group
United Kingdom
$757K +$30.4K +99 +4%
FIBT
1459
First International Bank & Trust
North Dakota
$757K – – –
LTAS
1460
Linden Thomas Advisory Services
North Carolina
$755K -$6.76K -22 -0.9%
S
1461
Sunpointe
Missouri
$755K -$921 -3 -0.1%
FB
1462
Fulton Bank
Pennsylvania
$754K +$40.9K +133 +6%
BWM
1463
BKM Wealth Management
Wisconsin
$754K -$1.04M -3,392 -58%
ALA
1464
Atlas Legacy Advisors
California
$748K +$146K +475 +24%
RW
1465
Rede Wealth
Virginia
$745K -$136K -444 -16%
HP
1466
Haven Private
Florida
$745K +$66.3K +216 +10%
WI
1467
WBI Investments
New Jersey
$742K +$739K +2,407 New
SIC
1468
Shoker Investment Counsel
Ohio
$742K +$3.38K +11 +0.5%
XT
1469
XTX Topco
Cayman Islands
$741K +$738K +2,404 New
LSPW
1470
Lake Street Private Wealth
Illinois
$737K +$334K +1,089 +84%
FCG
1471
Fielder Capital Group
Tennessee
$736K -$2.46K -8 -0.3%
CWM
1472
Chemistry Wealth Management
New York
$734K – – –
EFG
1473
Ethos Financial Group
Pennsylvania
$732K +$9.52K +31 +1%
FNB
1474
Farmers National Bank
Kentucky
$728K -$11.4K -37 -2%
MCM
1475
Maple Capital Management
Vermont
$727K -$1.23K -4 -0.2%
57 58
59
60 61