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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
1451
von Borstel & Associates
Oregon
$709K +$840K +2,791 New
SI
1452
Seeds Investor
New York
$706K -$65.6K -218 -8%
KWM
1453
KFG Wealth Management
Indiana
$704K -$76.7K -255 -10%
FCG
1454
Fielder Capital Group
Tennessee
$700K -$301 -1 -0%
FGWP
1455
Founders Grove Wealth Partners
Virginia
$699K +$139K +461 +24%
CWM
1456
Chemistry Wealth Management
New York
$699K – – –
KIM
1457
Kestra Investment Management
Texas
$699K +$366K +1,217 +105%
EFG
1458
Ethos Financial Group
Pennsylvania
$695K -$1.81K -6 -0.3%
RWM
1459
Revisor Wealth Management
Ohio
$692K -$122K -407 -14%
FNB
1460
Farmers National Bank
Kentucky
$692K – – –
FB
1461
Fulton Bank
Pennsylvania
$692K -$26.2K -87 -4%
BRWA
1462
B. Riley Wealth Advisors
Florida
$691K -$364K -1,211 -34%
HP
1463
Haven Private
Florida
$685K -$24.1K -80 -3%
TWP
1464
Tyche Wealth Partners
Texas
$685K -$602 -2 -0.1%
ATIA
1465
American Trust Investment Advisors
New Hampshire
$682K – – –
MCM
1466
Maple Capital Management
Vermont
$674K -$18.4K -61 -3%
ALA
1467
Atlas Legacy Advisors
California
$674K -$39.1K -130 -5%
SFSG
1468
Sound Financial Strategies Group
Mississippi
$673K -$50.3K -167 -7%
SHGA
1469
Sand Hill Global Advisors
California
$668K – – –
TWM
1470
Tolleson Wealth Management
Texas
$664K +$13.8K +46 +2%
CCP
1471
Clarkston Capital Partners
Michigan
$663K – – –
OWM
1472
OneAscent Wealth Management
Alabama
$662K +$128K +426 +23%
PCM
1473
Penserra Capital Management
California
$662K +$7.52K +25 +1%
SMH
1474
Sanders Morris Harris
Texas
$660K +$677K +2,250 New
NA
1475
Navellier & Associates
Nevada
$660K +$129K +428 +23%
57 58
59
60 61