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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1526
Freedom Investment Management
Connecticut
$672K -$27.4K -91 -4%
BMCM
1527
Burns Matteson Capital Management
New York
$671K -$152K -503 -19%
SA
1528
SL Advisors
New Jersey
$667K -$18.7K -62 -3%
KIM
1529
Kestra Investment Management
Texas
$667K +$315K +1,043 +91%
MW
1530
Marcum Wealth
Ohio
$665K +$1.21K +4 +0.2%
AFC
1531
AFT Forsyth & Company
Florida
$660K -$302 -1 -0%
IC
1532
Iconiq Capital
California
$658K +$104K +344 +19%
TFM
1533
TFC Financial Management
Massachusetts
$656K -$27.1K -90 -4%
TCBWMS
1534
Texas Capital Bank Wealth Management Services
Texas
$654K +$151K +499 +30%
WBCM
1535
Wilson & Boucher Capital Management
California
$653K – – –
AR
1536
Apeiron RIA
Texas
$652K -$29.3K -97 -4%
MA
1537
MONECO Advisors
Connecticut
$650K -$49.2K -163 -7%
PHS
1538
Pekin Hardy Strauss
Illinois
$650K -$15.1K -50 -2%
AA
1539
Argent Advisors
Louisiana
$649K +$63.9K +212 +11%
I
1540
InceptionR
California
$649K +$640K +2,123 New
CCT
1541
Chemung Canal Trust
New York
$648K -$117K -389 -15%
RSWM
1542
Robertson Stephens Wealth Management
California
$648K +$2.71K +9 +0.4%
BC
1543
Belmont Capital
California
$646K – – –
SL
1544
SWMG LLC
Texas
$646K -$7.24K -24 -1%
SWA
1545
Stratos Wealth Advisors
Ohio
$645K -$16.6K -55 -3%
SIG
1546
Stonegate Investment Group
Alabama
$645K -$47.1K -156 -7%
EFI
1547
EHP Funds Inc
Canada
$642K +$633K +2,100 New
CIS
1548
Connors Investor Services
Pennsylvania
$640K – – –
KA
1549
KDT Advisors
New York
$638K -$167K -555 -21%
OCPWS
1550
One Charles Private Wealth Services
Massachusetts
$636K +$21.4K +71 +4%
60 61
62
63 64