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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1626
Flagship Wealth Advisors
Massachusetts
$534K – – –
BFA
1627
Buttonwood Financial Advisors
Maryland
$534K -$27K -88 -5%
OAM
1628
Oxford Asset Management
United Kingdom
$534K +$532K +1,731 New
VVP
1629
Venture Visionary Partners
Ohio
$533K +$4.61K +15 +0.9%
IFU
1630
iSAM Funds (UK)
United Kingdom
$533K +$530K +1,727 New
CAWM
1631
Capital Advisors Wealth Management
Washington
$532K +$307 +1 +0.1%
BB
1632
Burford Brothers
Texas
$531K +$614 +2 +0.1%
PFGIA
1633
Patriot Financial Group Insurance Agency
Massachusetts
$531K +$15.4K +50 +3%
OAS
1634
Optivise Advisory Services
Tennessee
$529K +$39K +127 +8%
EA
1635
Everpar Advisors
Oklahoma
$529K +$3.69K +12 +0.7%
GWM
1636
Greenwich Wealth Management
Connecticut
$528K -$23.3K -76 -4%
PTC
1637
Philadelphia Trust Company
Pennsylvania
$527K – – –
ONST
1638
Old North State Trust
North Carolina
$525K -$8.29K -27 -2%
PCS
1639
Personal CFO Solutions
New Jersey
$525K -$7.99K -26 -2%
JTWM
1640
Jackson Thornton Wealth Management
Alabama
$525K -$26.4K -86 -5%
FWA
1641
FSM Wealth Advisors
Ohio
$524K +$117K +381 +29%
GC
1642
Gilbert & Cook
Iowa
$524K -$57.1K -186 -10%
SCP
1643
Sandhill Capital Partners
New York
$524K – – –
IC
1644
Inscription Capital
Texas
$524K -$39.6K -129 -7%
HKAM
1645
Horizon Kinetics Asset Management
New York
$523K +$275K +895 +112%
JWA
1646
JFS Wealth Advisors
Pennsylvania
$523K +$307 +1 +0.1%
QL
1647
Quarry LP
New York
$521K -$71.3K -232 -12%
AIA
1648
AIMZ Investment Advisors
California
$520K – – –
FMLI
1649
Fukoku Mutual Life Insurance
Japan
$519K – – –
SC
1650
Saiph Capital
New Jersey
$518K -$61.4K -200 -11%
64 65
66
67 68