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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1451
Argyle Capital Management
Pennsylvania
$767K – – –
DWM
1452
Dogwood Wealth Management
Kansas
$765K -$12.9K -42 -2%
BAM
1453
Brave Asset Management
New Jersey
$763K – – –
AC
1454
AlphaCore Capital
California
$762K +$67.6K +220 +10%
SHFA
1455
SS&H Financial Advisors
Michigan
$762K -$430K -1,400 -36%
BCM
1456
Becker Capital Management
Oregon
$761K – – –
SMA
1457
Sage Mountain Advisors
Georgia
$759K +$160K +521 +27%
SFSG
1458
Sound Financial Strategies Group
Mississippi
$759K +$21.8K +71 +3%
RG
1459
Rathbones Group
United Kingdom
$757K +$30.4K +99 +4%
FIBT
1460
First International Bank & Trust
North Dakota
$757K – – –
LTAS
1461
Linden Thomas Advisory Services
North Carolina
$755K -$6.76K -22 -0.9%
S
1462
Sunpointe
Missouri
$755K -$921 -3 -0.1%
FB
1463
Fulton Bank
Pennsylvania
$754K +$40.9K +133 +6%
BWM
1464
BKM Wealth Management
Wisconsin
$754K -$1.04M -3,392 -58%
ALA
1465
Atlas Legacy Advisors
California
$748K +$146K +475 +24%
RW
1466
Rede Wealth
Virginia
$745K -$136K -444 -16%
HP
1467
Haven Private
Florida
$745K +$66.3K +216 +10%
WI
1468
WBI Investments
New Jersey
$742K +$739K +2,407 New
SIC
1469
Shoker Investment Counsel
Ohio
$742K +$3.38K +11 +0.5%
XT
1470
XTX Topco
Cayman Islands
$741K +$738K +2,404 New
LSPW
1471
Lake Street Private Wealth
Illinois
$737K +$334K +1,089 +84%
FCG
1472
Fielder Capital Group
Tennessee
$736K -$2.46K -8 -0.3%
CWM
1473
Chemistry Wealth Management
New York
$734K – – –
EFG
1474
Ethos Financial Group
Pennsylvania
$732K +$9.52K +31 +1%
FNB
1475
Farmers National Bank
Kentucky
$728K -$11.4K -37 -2%
57 58
59
60 61