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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
Chiron Capital Management
Florida
$493K -$21.4K -100 -4%
1WM
1502
1900 Wealth Management
Texas
$489K +$133K +623 +40%
AAM
1503
Aureus Asset Management
Massachusetts
$488K -$19.5K -91 -4%
SFG
1504
SNS Financial Group
Minnesota
$485K +$213K +997 +85%
BCM
1505
Brasada Capital Management
Texas
$484K -$214 -1 -0%
GWM
1506
Greenwich Wealth Management
Connecticut
$484K +$78K +365 +20%
JTWM
1507
Jackson Thornton Wealth Management
Alabama
$484K -$33.3K -156 -7%
MA
1508
MONECO Advisors
Connecticut
$484K +$42.3K +198 +10%
GPWM
1509
Grant Private Wealth Management
California
$483K +$161K +753 +54%
AWA
1510
ARQ Wealth Advisors
Arizona
$483K -$147K -687 -26%
RSWM
1511
Robertson Stephens Wealth Management
California
$480K -$7.27K -34 -2%
VP
1512
Verum Partners
North Carolina
$478K +$28.9K +135 +7%
CFG
1513
Cooper Financial Group
California
$477K +$137K +639 +43%
FGWP
1514
Founders Grove Wealth Partners
Virginia
$475K +$29.7K +139 +7%
RPWA
1515
Regent Peak Wealth Advisors
Georgia
$475K +$14.7K +69 +3%
GM
1516
GeoWealth Management
Illinois
$474K -$113K -527 -20%
BWA
1517
BlueChip Wealth Advisors
Georgia
$473K – – –
V
1518
VeraBank
Texas
$473K – – –
CIC
1519
Chilton Investment Company
Connecticut
$471K -$3.12M -14,588 -87%
HH
1520
Hilltop Holdings
Texas
$469K +$26.3K +123 +6%
MSR
1521
Main Street Research
Connecticut
$469K -$29.9K -140 -6%
ML
1522
McAdam LLC
Pennsylvania
$467K +$19.9K +93 +5%
DWM
1523
Destination Wealth Management
California
$467K +$30.4K +142 +7%
MCWA
1524
Meadow Creek Wealth Advisors
Georgia
$465K +$55.8K +261 +14%
MAM
1525
MWA Asset Management
Massachusetts
$464K -$14.1K -66 -3%
59 60
61
62 63