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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1576
Invenio Wealth Partners
Florida
$418K -$90.6K -371 -18%
HDIM
1577
Hanson & Doremus Investment Management
Vermont
$416K -$51.8K -212 -11%
FOA
1578
Five Oceans Advisors
California
$414K -$21.7K -89 -5%
LC
1579
Legacy CG
Texas
$413K -$3.58M -14,658 -90%
PFGIA
1580
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$36.2K +148 +10%
CBFP
1581
Cedar Brook Financial Partners
Ohio
$412K +$9.53K +39 +2%
WMA
1582
Wealth Management Associates
New Jersey
$411K +$21K +86 +5%
SIC
1583
Samalin Investment Counsel
New York
$411K -$109K -446 -21%
WIA
1584
Wetzel Investment Advisors
Indiana
$408K +$3.42K +14 +0.8%
RIL
1585
Rothschild Investment LLC
Illinois
$408K +$56.4K +231 +16%
EFG
1586
Everhart Financial Group
Ohio
$408K +$73.1K +299 +22%
ACM
1587
Ardent Capital Management
Ohio
$407K – – –
EA
1588
Everpar Advisors
Oklahoma
$406K -$75.7K -310 -16%
BLC
1589
Brown, Lisle/Cummings
Rhode Island
$406K – – –
T
1590
TOBAM
France
$404K – – –
CWA
1591
CM Wealth Advisors
Ohio
$404K +$403K +1,648 New
NRW
1592
Nova R Wealth
Kansas
$404K +$395K +1,616 New
SFG
1593
SNS Financial Group
Minnesota
$403K +$2.2K +9 +0.6%
TCM
1594
Telos Capital Management
California
$401K +$182K +745 +86%
AL
1595
Aspiriant LLC
California
$401K +$7.09K +29 +2%
WDL
1596
Well Done LLC
Michigan
$401K +$42.8K +175 +12%
CIAS
1597
Capital Investment Advisory Services
North Carolina
$400K -$59.6K -244 -13%
CAWM
1598
Capital Advisors Wealth Management
Washington
$400K – – –
PP
1599
Pingora Partners
Wyoming
$400K – – –
MWM
1600
Mascoma Wealth Management
New Hampshire
$399K -$5.13K -21 -1%
62 63
64
65 66