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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1526
HUB Investment Partners
Texas
$446K +$173K +756 +53%
NB
1527
Nicolet Bankshares
Wisconsin
$445K +$504K +2,199 New
LAM
1528
L2 Asset Management
Massachusetts
$444K +$31.6K +138 +7%
RSWM
1529
Robertson Stephens Wealth Management
California
$443K +$1.83K +8 +0.4%
BCM
1530
Brasada Capital Management
Texas
$442K -$1.6K -7 -0.3%
CA
1531
CoreCap Advisors
Michigan
$442K +$200K +872 +67%
JTWM
1532
Jackson Thornton Wealth Management
Alabama
$437K +$128K +557 +32%
FFA
1533
Florida Financial Advisors
Florida
$437K -$9.86K -43 -2%
CPW
1534
Cove Private Wealth
New York
$437K +$258K +1,125 +110%
MAM
1535
MWA Asset Management
Massachusetts
$435K -$25K -109 -5%
WBCM
1536
Wilson & Boucher Capital Management
California
$434K – – –
IFG
1537
Independent Financial Group
California
$434K -$21.6K -94 -4%
N
1538
Numerai
California
$433K +$489K +2,132 New
V
1539
VeraBank
Texas
$429K -$275K -1,200 -36%
BWA
1540
BlueChip Wealth Advisors
Georgia
$429K -$24.5K -107 -5%
LSIA
1541
LaSalle St. Investment Advisors
Illinois
$429K -$42.4K -185 -8%
AA
1542
Argent Advisors
Louisiana
$426K -$31.6K -138 -6%
CF
1543
Claris Financial
Virginia
$426K -$4.82K -21 -1%
LAM
1544
Lummis Asset Management
Texas
$426K -$3.44K -15 -0.7%
AFC
1545
AFT Forsyth & Company
Florida
$425K -$16.1K -70 -3%
KFA
1546
Kelleher Financial Advisors
New York
$419K – – –
LIM
1547
Longfellow Investment Management
Massachusetts
$418K +$134K +583 +39%
RPWA
1548
Regent Peak Wealth Advisors
Georgia
$417K -$133K -582 -22%
SSW
1549
Smith Shellnut Wilson
Mississippi
$416K -$37.8K -165 -7%
VAF
1550
Values Added Financial
District of Columbia
$416K +$68.3K +298 +17%
60 61
62
63 64