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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1501
Clark Financial Services Group
Missouri
$414K +$426K +1,734 New
VWM
1502
Vigilare Wealth Management
Arizona
$411K +$982 +4 +0.2%
CPIG
1503
Chicago Partners Investment Group
Illinois
$410K +$37.1K +151 +9%
MIM
1504
Marco Investment Management
Georgia
$408K – – –
LNWTC
1505
Laird Norton Wetherby Trust Company
Washington
$406K +$145K +590 +54%
APG
1506
Abacus Planning Group
South Carolina
$406K – – –
ACA
1507
Aptus Capital Advisors
Alabama
$405K +$33.1K +135 +9%
MWPCG
1508
Measured Wealth Private Client Group
New Hampshire
$404K – – –
MYLI
1509
Meiji Yasuda Life Insurance
Japan
$403K +$4.91K +20 +1%
KTM
1510
Keeler Thomas Management
Utah
$403K +$246 +1 +0.1%
AIA
1511
AIMZ Investment Advisors
California
$402K – – –
V
1512
ViaWealth
Kansas
$402K +$412K +1,678 New
LFP
1513
Leeward Financial Partners
Washington
$401K +$412K +1,680 New
BAM
1514
Bayshore Asset Management
Florida
$401K – – –
MPW
1515
Monterey Private Wealth
California
$399K +$11.8K +48 +3%
PFGIA
1516
Patriot Financial Group Insurance Agency
Massachusetts
$398K +$409K +1,666 New
GSC
1517
Ground Swell Capital
South Carolina
$397K -$446K -1,818 -52%
SAM
1518
Secure Asset Management
Michigan
$397K +$3.19K +13 +0.8%
MWM
1519
Mascoma Wealth Management
New Hampshire
$396K -$49.1K -200 -11%
BIA
1520
BHK Investment Advisors
Alabama
$396K -$90.8K -370 -18%
AIA
1521
Alera Investment Advisors
Illinois
$395K -$15.7K -64 -4%
OFG
1522
Oxford Financial Group
Indiana
$393K +$126K +512 +45%
WMA
1523
Wealth Management Associates
New Jersey
$391K -$17.7K -72 -4%
PCOC
1524
Power Corp of Canada
Canada
$391K – – –
TSS
1525
Two Sigma Securities
New York
$391K +$401K +1,635 New
59 60
61
62 63