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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1476
Robertson Stephens Wealth Management
California
$581K -$170K -651 -24%
AO
1477
Advisor OS
Illinois
$580K +$6.01K +23 +1%
MCWA
1478
Meadow Creek Wealth Advisors
Georgia
$580K +$31.1K +119 +6%
LTAS
1479
Linden Thomas Advisory Services
North Carolina
$580K +$78.7K +301 +17%
CIS
1480
Connors Investor Services
Pennsylvania
$579K – – –
MW
1481
Marcum Wealth
Ohio
$576K -$40K -153 -7%
GSB
1482
Greenfield Savings Bank
Massachusetts
$575K – – –
CPC
1483
Cookson Peirce & Co
Pennsylvania
$574K -$21.7K -83 -4%
TPI
1484
Trust Point Inc
Wisconsin
$573K +$1.83K +7 +0.3%
CWM
1485
Chemistry Wealth Management
New York
$569K – – –
PAA
1486
Peregrine Asset Advisers
Oregon
$569K -$5.23K -20 -1%
RA
1487
Ransom Advisory
Rhode Island
$569K -$2.35K -9 -0.4%
DOA
1488
D'Orazio & Associates
Virginia
$568K -$10.2K -39 -2%
PWM
1489
Partnership Wealth Management
Maryland
$565K – – –
IPAM
1490
Investment Partners Asset Management
New Jersey
$565K +$6.28K +24 +1%
AP
1491
Advisors Preferred
Maryland
$564K +$149K +571 +40%
CAAS
1492
Capital Asset Advisory Services
Michigan
$559K -$31.9K -122 -6%
DFCM
1493
Dark Forest Capital Management
Puerto Rico
$559K +$528K +2,020 New
ONST
1494
Old North State Trust
North Carolina
$558K +$3.14K +12 +0.6%
BFPW
1495
BOK Financial Private Wealth
Colorado
$556K – – –
PWM
1496
Paulson Wealth Management
Illinois
$555K +$4.18K +16 +0.8%
PCTC
1497
Perkins Coie Trust Company
Washington
$554K – – –
OCPWS
1498
One Charles Private Wealth Services
Massachusetts
$554K +$262 +1 +0.1%
ZB
1499
Zions Bancorporation
Utah
$552K +$14.9K +57 +3%
WH
1500
Willner & Heller
California
$552K +$2.35K +9 +0.5%
58 59
60
61 62