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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1676
AIMZ Investment Advisors
California
$515K – – –
NWM
1677
Napa Wealth Management
California
$515K +$508K +1,685 New
FMLI
1678
Fukoku Mutual Life Insurance
Japan
$515K – – –
OFO
1679
OneAscent Family Office
Alabama
$514K +$184K +610 +57%
BAM
1680
Bayshore Asset Management
Florida
$513K – – –
PFGIA
1681
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$29.3K +97 +6%
DWM
1682
David Wealth Management
Virginia
$510K – – –
SPW
1683
Sonoma Private Wealth
California
$509K +$2.41K +8 +0.5%
LA
1684
LVW Advisors
New York
$508K +$25K +83 +5%
CAM
1685
Close Asset Management
United Kingdom
$507K -$9.05K -30 -2%
RIA
1686
Richwood Investment Advisors
Ohio
$507K -$30.2K -100 -6%
HI
1687
Harbour Investments
Wisconsin
$507K -$1.21K -4 -0.2%
ONST
1688
Old North State Trust
North Carolina
$506K – – –
GGI
1689
Godsey & Gibb Inc
Virginia
$506K – – –
VCM
1690
Versant Capital Management
Arizona
$505K +$47.7K +158 +11%
TCOO
1691
Trust Company of Oklahoma
Oklahoma
$504K -$26.2K -87 -5%
FFA
1692
Founders Financial Alliance
North Carolina
$503K +$37.7K +125 +8%
SCA
1693
Sulzberger Capital Advisors
Florida
$503K – – –
CST
1694
Charles Schwab Trust
Nevada
$503K -$2.71K -9 -0.5%
PTP
1695
Platform Technology Partners
New York
$501K +$7.54K +25 +2%
PWM
1696
Paulson Wealth Management
Illinois
$500K -$111K -369 -18%
SPS
1697
Susquehanna Portfolio Strategies
Pennsylvania
$499K +$493K +1,633 New
ACM
1698
Ardent Capital Management
Ohio
$498K – – –
ZBNA
1699
Zions Bancorporation, National Association
Utah
$498K +$492K +1,630 New
KFA
1700
Krane Funds Advisors
New York
$498K -$36.8K -122 -7%
66 67
68
69 70