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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1501
Haven Private
Florida
$472K -$12.6K -55 -2%
OFS
1502
OneAscent Financial Services
Alabama
$468K +$86K +375 +19%
PCM
1503
Penserra Capital Management
California
$468K +$16.5K +72 +3%
CCM
1504
Chiron Capital Management
Florida
$468K +$528K +2,302 New
AWM
1505
Aprio Wealth Management
Georgia
$467K +$82.1K +358 +18%
FCG
1506
Fielder Capital Group
Tennessee
$467K -$15.1K -66 -3%
IPW
1507
Impact Partnership Wealth
Georgia
$463K +$522K +2,278 New
ATIA
1508
American Trust Investment Advisors
New Hampshire
$462K – – –
BMWS
1509
Brady Martz Wealth Solutions
North Dakota
$462K -$365K -1,592 -41%
AAM
1510
Aureus Asset Management
Massachusetts
$461K -$1.06M -4,619 -67%
ZCP
1511
Z3 Capital Partners
Virginia
$460K -$16.1K -70 -3%
BCA
1512
Bay Colony Advisors
Massachusetts
$458K -$621K -2,707 -55%
SMH
1513
Sanders Morris Harris
Texas
$457K +$516K +2,250 New
TPI
1514
Trust Point Inc
Wisconsin
$457K +$104K +454 +25%
WIM
1515
WealthPlan Investment Management
Nebraska
$456K -$30.3K -132 -6%
RW
1516
Rede Wealth
Virginia
$455K – – –
MSR
1517
Main Street Research
Connecticut
$453K -$17.7K -77 -3%
NAMNJ
1518
NorthStar Asset Management (New Jersey)
New Jersey
$453K -$60.8K -265 -11%
TWM
1519
Tolleson Wealth Management
Texas
$452K – – –
AWM
1520
Angeles Wealth Management
California
$450K +$64.4K +281 +15%
NG
1521
Navigation Group
California
$449K +$507K +2,211 New
LI
1522
LMCG Investments
Massachusetts
$449K – – –
SB
1523
Sunflower Bank
Texas
$449K -$78.4K -342 -13%
BFC
1524
Blue Fin Capital
Rhode Island
$449K -$13.1K -57 -3%
KWM
1525
KFG Wealth Management
Indiana
$447K +$9.86K +43 +2%
59 60
61
62 63