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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1501
West Michigan Advisors
Michigan
$416K -$5.36K -22 -1%
DFCM
1502
Dark Forest Capital Management
Puerto Rico
$414K +$419K +1,719 New
SAM
1503
Sawgrass Asset Management
Florida
$413K -$31.9K -131 -7%
BRM
1504
Boston Research & Management
Massachusetts
$412K -$24.4K -100 -6%
WG
1505
Welch Group
Alabama
$411K – – –
PA
1506
Perennial Advisors
New York
$410K -$141K -580 -25%
TCBWMS
1507
Texas Capital Bank Wealth Management Services
Texas
$409K +$3.9K +16 +0.9%
APA
1508
Astoria Portfolio Advisors
New York
$409K -$32.9K -135 -7%
SCP
1509
Sandhill Capital Partners
New York
$409K – – –
MWPCG
1510
Measured Wealth Private Client Group
New Hampshire
$408K +$1.22K +5 +0.3%
TAM
1511
Trillium Asset Management
Massachusetts
$407K -$11K -45 -3%
AIA
1512
Alera Investment Advisors
Illinois
$406K -$12.2K -50 -3%
AIA
1513
AIMZ Investment Advisors
California
$405K – – –
LFP
1514
Leeward Financial Partners
Washington
$404K – – –
BAM
1515
Bayshore Asset Management
Florida
$404K – – –
V
1516
ViaWealth
Kansas
$404K – – –
RWM
1517
Revisor Wealth Management
Ohio
$403K +$78.8K +323 +24%
LNWTC
1518
Laird Norton Wetherby Trust Company
Washington
$403K -$24.4K -100 -6%
RIM
1519
Redwood Investment Management
Arizona
$401K +$406K +1,667 New
VWM
1520
Vigilare Wealth Management
Arizona
$401K +$1.22K +5 +0.3%
BFG
1521
Baron Financial Group
New Jersey
$399K +$244 +1 +0.1%
CFS
1522
CRA Financial Services
New Jersey
$398K +$18.5K +76 +5%
JCM
1523
Jag Capital Management
Missouri
$396K -$17.1K -70 -4%
DWM
1524
Drive Wealth Management
Utah
$396K +$71.9K +295 +22%
ZIG
1525
Zullo Investment Group
Pennsylvania
$396K – – –
59 60
61
62 63