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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1576
MONECO Advisors
Connecticut
$399K -$12.2K -53 -3%
OCPWS
1577
One Charles Private Wealth Services
Massachusetts
$398K -$18.3K -80 -4%
LCM
1578
LCM Capital Management
Illinois
$397K +$3.21K +14 +0.7%
GSB
1579
Greenfield Savings Bank
Massachusetts
$397K – – –
TP
1580
TritonPoint Partners
Maryland
$396K +$11.9K +52 +3%
IP
1581
Isthmus Partners
Wisconsin
$396K – – –
BAWM
1582
Bennett Associates Wealth Management
Pennsylvania
$395K +$446K +1,945 New
MCP
1583
Miller Capital Partners
Michigan
$395K -$5.27K -23 -1%
DWM
1584
Destination Wealth Management
California
$395K +$10.1K +44 +2%
WG
1585
Welch Group
Alabama
$392K -$5.04K -22 -1%
NIA
1586
NIA Impact Advisors
California
$391K -$1.06M -4,607 -71%
OFO
1587
OneAscent Family Office
Alabama
$391K +$58K +253 +15%
M
1588
MOTCO
Texas
$391K -$434K -1,891 -50%
OIA
1589
Oakmont Investment Advisors
Pennsylvania
$391K -$96.3K -420 -18%
AWMNY
1590
Arcadia Wealth Management (New York)
New York
$390K – – –
CPWA
1591
Cerro Pacific Wealth Advisors
California
$390K -$127K -553 -22%
RFG
1592
Range Financial Group
Oregon
$390K +$110K +480 +33%
LC
1593
Lawood & Co
Pennsylvania
$386K – – –
HL
1594
HeadInvest LLC
Maine
$386K +$1.15K +5 +0.3%
FWA
1595
FSM Wealth Advisors
Ohio
$385K +$52.7K +230 +14%
CAM
1596
Chesapeake Asset Management
New York
$383K -$5.73K -25 -1%
EFA
1597
Evernest Financial Advisors
Indiana
$382K -$60.1K -262 -12%
WP
1598
WealthShield Partners
North Carolina
$382K -$688 -3 -0.2%
CIAS
1599
Capital Investment Advisory Services
North Carolina
$381K -$22.5K -98 -5%
FWA
1600
Flagship Wealth Advisors
Massachusetts
$380K -$138K -600 -33%
62 63
64
65 66