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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIAM
1476
OFI Invest Asset Management
France
$624K +$561K +2,107 +495%
FNB
1477
Farmers National Bank
Kentucky
$624K +$17.6K +66 +3%
CWM
1478
Cornerstone Wealth Management
Missouri
$623K -$12.8K -48 -2%
CWM
1479
Chemistry Wealth Management
New York
$612K – – –
SAM
1480
Strategy Asset Managers
California
$612K -$43.1K -162 -6%
HP
1481
Haven Private
Florida
$611K +$11.2K +42 +2%
WIM
1482
WealthPlan Investment Management
Nebraska
$611K -$56.7K -213 -8%
GSEP
1483
Golden State Equity Partners
California
$610K +$163K +611 +35%
AWA
1484
Ark Wealth Advisors
California
$610K +$631K +2,372 New
FGWP
1485
Founders Grove Wealth Partners
Virginia
$609K -$4.26K -16 -0.7%
FCG
1486
Fielder Capital Group
Tennessee
$608K -$5.86K -22 -0.9%
HDIM
1487
Hanson & Doremus Investment Management
Vermont
$606K +$86K +323 +16%
OIA
1488
Oakmont Investment Advisors
Pennsylvania
$603K +$623K +2,339 New
BC
1489
BDFS Capital
Delaware
$602K +$619K +2,327 New
ZCP
1490
Z3 Capital Partners
Virginia
$600K +$621K +2,333 New
MSR
1491
Main Street Research
Connecticut
$598K -$45K -169 -7%
BOSSRA
1492
B.O.S.S. Retirement Advisors
Utah
$597K -$76.4K -287 -11%
PFA
1493
Peak Financial Advisors
Colorado
$592K -$1.48M -5,565 -71%
SHGA
1494
Sand Hill Global Advisors
California
$591K +$6.39K +24 +1%
VWM
1495
Valley Wealth Managers
New Jersey
$590K +$33.5K +126 +6%
LSIA
1496
LaSalle St. Investment Advisors
Illinois
$590K -$48.2K -181 -7%
CFP
1497
Catalyst Financial Partners
Massachusetts
$589K -$65.8K -247 -10%
SM
1498
STF Management
Texas
$588K -$1.02M -3,836 -63%
SI
1499
Seeds Investor
New York
$586K -$34.1K -128 -5%
ATIA
1500
American Trust Investment Advisors
New Hampshire
$585K -$13.3K -50 -2%
58 59
60
61 62