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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1501
Apeiron RIA
Texas
$360K +$37.9K +168 +12%
OFG
1502
Oxford Financial Group
Indiana
$359K -$7.45K -33 -2%
1WM
1503
1900 Wealth Management
Texas
$358K – – –
AIA
1504
Alera Investment Advisors
Illinois
$358K -$10.2K -45 -3%
WDL
1505
Well Done LLC
Michigan
$358K +$9.02K +40 +3%
AC
1506
Allstate Corporation
Illinois
$358K -$3.04M -13,464 -89%
CAWM
1507
Capital Advisors Wealth Management
Washington
$356K – – –
W
1508
WealthOne
New York
$356K – – –
PA
1509
PFG Advisors
Arizona
$356K -$3.16K -14 -0.9%
GHAM
1510
Gilman Hill Asset Management
Connecticut
$356K -$4.74K -21 -1%
ESBC
1511
E.S. Barr & Co
Kentucky
$354K +$52.1K +231 +17%
TFF
1512
The Family Firm
Maryland
$354K +$1.8K +8 +0.5%
4WM
1513
44 Wealth Management
Oregon
$353K +$1.8K +8 +0.5%
IF
1514
Intrua Financial
Texas
$352K +$11.5K +51 +3%
CFS
1515
CRA Financial Services
New Jersey
$352K – – –
SAA
1516
Southeast Asset Advisors
Georgia
$351K – – –
MFG
1517
Monte Financial Group
Connecticut
$351K +$355K +1,575 New
SIG
1518
Sargent Investment Group
Maryland
$350K +$3.38K +15 +0.9%
CWM
1519
Chronos Wealth Management
Florida
$350K – – –
FC
1520
FCA Corp
Texas
$350K – – –
IF
1521
Insight Folios
North Carolina
$348K -$5.19K -23 -1%
WHCI
1522
W.H. Cornerstone Investments
Massachusetts
$347K +$6.77K +30 +2%
SFG
1523
SNS Financial Group
Minnesota
$346K +$1.13K +5 +0.3%
LWP
1524
Lumature Wealth Partners
Georgia
$346K +$2.03K +9 +0.6%
ROTUOC
1525
Regents of the University of California
California
$345K – – –
59 60
61
62 63