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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1526
Endurance Wealth Management
Rhode Island
$350K -$1.18K -5 -0.3%
IF
1527
Insight Folios
North Carolina
$350K +$6.84K +29 +2%
ACM
1528
AlphaStar Capital Management
North Carolina
$349K -$17.7K -75 -5%
WDL
1529
Well Done LLC
Michigan
$349K +$10.9K +46 +3%
VCP
1530
Verus Capital Partners
Arizona
$348K -$203K -859 -36%
XWM
1531
Xcel Wealth Management
Florida
$348K – – –
SFG
1532
SNS Financial Group
Minnesota
$348K +$4.25K +18 +1%
PS
1533
Portfolio Strategies
New York
$347K – – –
VCM
1534
Vigilant Capital Management
Maine
$346K – – –
IPAM
1535
ICICI Prudential Asset Management
India
$345K +$65.8K +279 +22%
WHCI
1536
W.H. Cornerstone Investments
Massachusetts
$344K +$359K +1,521 New
MWM
1537
Meridian Wealth Management
Kentucky
$343K -$172K -728 -32%
CCB
1538
Country Club Bank
Missouri
$343K -$3.77K -16 -1%
1WA
1539
180 Wealth Advisors
Washington
$342K -$229K -970 -39%
B
1540
Brightworth
Georgia
$341K – – –
CBA
1541
Coastal Bridge Advisors
Connecticut
$340K +$708 +3 +0.2%
BCM
1542
BTC Capital Management
Iowa
$339K -$97.4K -413 -22%
CST
1543
Charles Schwab Trust
Nevada
$339K -$84.9K -360 -19%
SFS
1544
Security Financial Services
Indiana
$339K +$19.3K +82 +6%
1WM
1545
1900 Wealth Management
Texas
$339K +$23.6K +100 +7%
HW
1546
Hancock Whitney
Mississippi
$338K -$2.12K -9 -0.6%
FUBT
1547
First United Bank & Trust
Maryland
$338K – – –
JWBC
1548
John W. Bristol & Co
New York
$337K – – –
CIC
1549
Cornercap Investment Counsel
Georgia
$336K – – –
DT
1550
Daniels + Tansey
Delaware
$335K -$5.19K -22 -1%
60 61
62
63 64