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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1651
Harbour Investments
Wisconsin
$486K -$23.6K -80 -5%
OWM
1652
OneAscent Wealth Management
Alabama
$486K +$491K +1,661 New
SPW
1653
Sonoma Private Wealth
California
$485K -$9.16K -31 -2%
GGI
1654
Godsey & Gibb Inc
Virginia
$484K -$13.3K -45 -3%
VCM
1655
Vision Capital Management
Oregon
$484K – – –
CST
1656
Charles Schwab Trust
Nevada
$484K +$2.66K +9 +0.5%
1WM
1657
1900 Wealth Management
Texas
$483K +$15.1K +51 +3%
PCS
1658
Personal CFO Solutions
New Jersey
$483K +$96.3K +326 +25%
SCA
1659
Sulzberger Capital Advisors
Florida
$482K +$487K +1,647 New
TCBWMS
1660
Texas Capital Bank Wealth Management Services
Texas
$481K -$7.09K -24 -1%
IF
1661
Intrua Financial
Texas
$480K -$429K -1,453 -47%
ACM
1662
Ardent Capital Management
Ohio
$477K – – –
GS
1663
GTS Securities
Florida
$477K +$130K +440 +37%
NRW
1664
Nova R Wealth
Kansas
$475K +$591 +2 +0.1%
RIG
1665
RiverFront Investment Group
Virginia
$475K +$5.32K +18 +1%
V
1666
ViaWealth
Kansas
$474K – – –
PTP
1667
Platform Technology Partners
New York
$473K -$6.21K -21 -1%
WHCI
1668
W.H. Cornerstone Investments
Massachusetts
$473K +$2.66K +9 +0.6%
FNBOH
1669
First National Bank of Hutchinson
Kansas
$468K – – –
MCM
1670
Mitchell Capital Management
Kansas
$468K – – –
PP
1671
Pingora Partners
Wyoming
$468K – – –
RYIA
1672
Roehl & Yi Investment Advisors
Oregon
$466K +$470K +1,592 New
CBA
1673
Coastal Bridge Advisors
Connecticut
$465K +$887 +3 +0.2%
LA
1674
LVW Advisors
New York
$463K -$12.1K -41 -3%
GHAM
1675
Gilman Hill Asset Management
Connecticut
$462K +$9.75K +33 +2%
65 66
67
68 69