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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1626
Verum Partners
North Carolina
$274K +$269K +1,247 New
PIA
1627
Perennial Investment Advisors
California
$273K -$862 -4 -0.3%
FNB
1628
Farmers National Bank
Kentucky
$273K -$3.45K -16 -1%
CWM
1629
Centurion Wealth Management
Virginia
$272K +$647 +3 +0.2%
SW
1630
SteelPeak Wealth
California
$271K +$50.2K +233 +23%
NP
1631
NorthRock Partners
Minnesota
$270K +$3.88K +18 +1%
RDIA
1632
RE Dickinson Investment Advisors
Iowa
$270K – – –
GA
1633
Goldstein Advisors
Wisconsin
$270K +$265K +1,228 New
TFP
1634
Tilia Fiduciary Partners
North Carolina
$269K -$715K -3,314 -73%
AO
1635
Advisor OS
Illinois
$269K +$263K +1,222 New
LRWA
1636
Long Run Wealth Advisors
New York
$268K -$53.9K -250 -17%
LWA
1637
Lowe Wealth Advisors
Maryland
$267K – – –
AT
1638
Arden Trust
Delaware
$267K -$9.27K -43 -3%
OFG
1639
Oxford Financial Group
Indiana
$267K -$86.5K -401 -25%
HDIM
1640
Hanson & Doremus Investment Management
Vermont
$266K – – –
AOWM
1641
Alpha Omega Wealth Management
Virginia
$266K -$2.16K -10 -0.8%
KTC
1642
Kistler-Tiffany Companies
Pennsylvania
$266K -$1.94K -9 -0.7%
FNBSF
1643
First National Bank Sioux Falls
South Dakota
$265K – – –
EWM
1644
EPG Wealth Management
Georgia
$264K +$431 +2 +0.2%
NFGCM
1645
Norman Fields Gottscho Capital Management
New York
$264K – – –
TC
1646
Tacita Capital
Ontario, Canada
$264K – – –
RIL
1647
Rothschild Investment LLC
Illinois
$264K +$31K +144 +14%
PA
1648
Parkside Advisors
California
$264K -$28.9K -134 -10%
MWA
1649
Martel Wealth Advisors
Washington
$264K – – –
NCM
1650
Nelson Capital Management
California
$264K – – –
64 65
66
67 68