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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1476
Inscription Capital
Texas
$498K +$562K +2,449 New
SIC
1477
Shoker Investment Counsel
Ohio
$496K +$3.21K +14 +0.6%
CFP
1478
Catalyst Financial Partners
Massachusetts
$496K +$34.4K +150 +7%
AP
1479
Advisors Preferred
Maryland
$495K +$313K +1,367 +128%
QWP
1480
Quotient Wealth Partners
Texas
$495K -$119K -517 -18%
PF
1481
Prota Financial
Texas
$494K +$120K +522 +27%
FNB
1482
Farmers National Bank
Kentucky
$494K +$917 +4 +0.2%
DA
1483
Drake & Associates
Wisconsin
$493K -$195K -851 -26%
JGC
1484
J. Goldman & Co
New York
$492K +$555K +2,421 New
ALA
1485
Atlas Legacy Advisors
California
$490K -$14K -61 -2%
AWE
1486
Avidian Wealth Enterprises
Texas
$486K +$215K +938 +64%
UW
1487
Unique Wealth
Florida
$484K -$670K -2,924 -55%
FAM
1488
Fulcrum Asset Management
United Kingdom
$482K +$45.6K +199 +9%
WF
1489
Wayfinding Financial
Washington
$482K -$88.7K -387 -14%
LIP
1490
Lynch Investment Planning
Pennsylvania
$481K -$25.2K -110 -4%
OPTFSNA
1491
Old Point Trust & Financial Services N A
Virginia
$481K +$400K +1,743 +280%
SAM
1492
Strategy Asset Managers
California
$479K -$4.82K -21 -0.9%
CCWM
1493
Cassaday & Co Wealth Management
Virginia
$479K -$79.8K -348 -13%
HDIM
1494
Hanson & Doremus Investment Management
Vermont
$478K – – –
CC
1495
Centiva Capital
New York
$477K +$538K +2,348 New
PE
1496
PCM Encore
Colorado
$475K +$27.7K +121 +5%
APA
1497
Astoria Portfolio Advisors
New York
$475K +$14K +61 +3%
BC
1498
BDFS Capital
Delaware
$474K -$2.52K -11 -0.5%
CWM
1499
Chemistry Wealth Management
New York
$474K -$10.8K -47 -2%
SHGA
1500
Sand Hill Global Advisors
California
$473K +$6.19K +27 +1%
58 59
60
61 62