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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1626
Rothschild Investment LLC
Illinois
$538K +$3.99K +13 +0.8%
AFW
1627
Avantra Family Wealth
Pennsylvania
$536K – – –
FWA
1628
Flagship Wealth Advisors
Massachusetts
$534K – – –
BFA
1629
Buttonwood Financial Advisors
Maryland
$534K -$27K -88 -5%
OAM
1630
Oxford Asset Management
United Kingdom
$534K +$532K +1,731 New
VVP
1631
Venture Visionary Partners
Ohio
$533K +$4.61K +15 +0.9%
IFU
1632
iSAM Funds (UK)
United Kingdom
$533K +$530K +1,727 New
CAWM
1633
Capital Advisors Wealth Management
Washington
$532K +$307 +1 +0.1%
BB
1634
Burford Brothers
Texas
$531K +$614 +2 +0.1%
PFGIA
1635
Patriot Financial Group Insurance Agency
Massachusetts
$531K +$15.4K +50 +3%
OAS
1636
Optivise Advisory Services
Tennessee
$529K +$39K +127 +8%
EA
1637
Everpar Advisors
Oklahoma
$529K +$3.69K +12 +0.7%
GWM
1638
Greenwich Wealth Management
Connecticut
$528K -$23.3K -76 -4%
PTC
1639
Philadelphia Trust Company
Pennsylvania
$527K – – –
ONST
1640
Old North State Trust
North Carolina
$525K -$8.29K -27 -2%
PCS
1641
Personal CFO Solutions
New Jersey
$525K -$7.99K -26 -2%
JTWM
1642
Jackson Thornton Wealth Management
Alabama
$525K -$26.4K -86 -5%
FWA
1643
FSM Wealth Advisors
Ohio
$524K +$117K +381 +29%
GC
1644
Gilbert & Cook
Iowa
$524K -$57.1K -186 -10%
SCP
1645
Sandhill Capital Partners
New York
$524K – – –
IC
1646
Inscription Capital
Texas
$524K -$39.6K -129 -7%
HKAM
1647
Horizon Kinetics Asset Management
New York
$523K +$275K +895 +112%
JWA
1648
JFS Wealth Advisors
Pennsylvania
$523K +$307 +1 +0.1%
QL
1649
Quarry LP
New York
$521K -$71.3K -232 -12%
AIA
1650
AIMZ Investment Advisors
California
$520K – – –
64 65
66
67 68