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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1651
Kistler-Tiffany Companies
Pennsylvania
$294K -$19.4K -79 -6%
RDIA
1652
RE Dickinson Investment Advisors
Iowa
$294K – – –
DWM
1653
Drive Wealth Management
Utah
$293K +$299K +1,219 New
AOWM
1654
Alpha Omega Wealth Management
Virginia
$291K – – –
EFG
1655
Everhart Financial Group
Ohio
$291K -$134K -545 -31%
PF
1656
Phoenix Financial
Israel
$291K -$4.17K -17 -1%
LWA
1657
Lowe Wealth Advisors
Maryland
$290K – – –
HDIM
1658
Hanson & Doremus Investment Management
Vermont
$289K -$33.9K -138 -10%
FNBSF
1659
First National Bank Sioux Falls
South Dakota
$288K -$279K -1,137 -49%
I
1660
IMPACTfolio
Colorado
$288K -$8.35K -34 -3%
DC
1661
DeDora Capital
California
$287K +$31.4K +128 +12%
NFGCM
1662
Norman Fields Gottscho Capital Management
New York
$287K – – –
TC
1663
Tacita Capital
Ontario, Canada
$287K – – –
MWA
1664
Martel Wealth Advisors
Washington
$287K – – –
MJRIC
1665
Mogy Joel R Investment Counsel
California
$287K – – –
NCM
1666
Nelson Capital Management
California
$287K – – –
DIA
1667
Dana Investment Advisors
Wisconsin
$285K – – –
EFG
1668
Ethos Financial Group
Pennsylvania
$284K +$282K +1,148 New
GFP
1669
Gryphon Financial Partners
Ohio
$283K -$1.72K -7 -0.6%
CB
1670
Centennial Bank
Arkansas
$281K +$289K +1,178 New
PWM
1671
Paulson Wealth Management
Illinois
$281K – – –
PWMG
1672
Provence Wealth Management Group
California
$280K +$288K +1,173 New
DWM
1673
Destination Wealth Management
California
$280K – – –
BLC
1674
Brown, Lisle/Cummings
Rhode Island
$279K +$118K +480 +70%
TNBTD
1675
Trustmark National Bank Trust Department
Mississippi
$279K -$55.2K -225 -16%
65 66
67
68 69