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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1626
Nelson Capital Management
California
$273K – – –
NFGCM
1627
Norman Fields Gottscho Capital Management
New York
$273K – – –
PA
1628
Parkside Advisors
California
$273K – – –
SIG
1629
Sargent Investment Group
Maryland
$273K – – –
AWA
1630
Amplius Wealth Advisors
Pennsylvania
$273K +$214 +1 +0.1%
SMA
1631
Sage Mountain Advisors
Georgia
$271K -$9.21K -43 -3%
1IA
1632
1620 Investment Advisors
Massachusetts
$271K – – –
FCC
1633
Flower City Capital
New York
$271K – – –
SCP
1634
Seizert Capital Partners
Michigan
$271K – – –
WAM
1635
Winslow Asset Management
Ohio
$271K – – –
DWM
1636
Destination Wealth Management
California
$270K -$39.6K -185 -13%
KPW
1637
Kore Private Wealth
New York
$270K +$3.43K +16 +1%
SIA
1638
Soltis Investment Advisors
Utah
$270K +$17.3K +81 +7%
QT
1639
Quantamental Technologies
New York
$270K +$254K +1,187 New
CPA
1640
Capital Planning Advisors
California
$268K -$2.57K -12 -1%
NCM
1641
Novare Capital Management
North Carolina
$268K – – –
H
1642
HoyleCohen
California
$267K +$24.6K +115 +11%
FPAS
1643
Focus Partners Advisor Solutions
Missouri
$267K +$251K +1,170 New
NW
1644
NewEdge Wealth
Pennsylvania
$267K +$251K +1,174 New
NEAM
1645
New England Asset Management
Connecticut
$265K – – –
EWM
1646
Endowment Wealth Management
Wisconsin
$264K +$22.7K +106 +10%
ML
1647
McAdam LLC
Pennsylvania
$264K +$71.5K +334 +40%
GCM
1648
Gables Capital Management
Florida
$263K – – –
ETC
1649
Exchange Traded Concepts
Oklahoma
$263K +$90.4K +422 +58%
KWM
1650
Kolinsky Wealth Management
New Jersey
$260K +$3.85K +18 +2%
64 65
66
67 68