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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
1701
Thomasville National Bank
Georgia
$313K -$21K -86 -6%
GP
1702
Girard Partners
Pennsylvania
$313K +$26.9K +110 +10%
FCT
1703
Family Capital Trust
Massachusetts
$312K – – –
MCA
1704
Maryland Capital Advisors
Maryland
$312K – – –
CWM
1705
Centurion Wealth Management
Virginia
$311K +$977 +4 +0.3%
SIC
1706
Sigma Investment Counselors
Michigan
$311K +$25.9K +106 +9%
FUBT
1707
First United Bank & Trust
Maryland
$311K -$5.86K -24 -2%
IWM
1708
Integris Wealth Management
California
$311K -$1.47K -6 -0.5%
FI
1709
FWG Investments
Kentucky
$310K +$20.3K +83 +7%
WA
1710
Wambolt & Associates
Colorado
$309K -$102K -417 -25%
AWE
1711
Avidian Wealth Enterprises
Texas
$309K +$32K +131 +12%
TIM
1712
Thompson Investment Management
Wisconsin
$308K +$35.9K +147 +14%
CWC
1713
Carolinas Wealth Consulting
North Carolina
$308K -$6.43M -26,299 -96%
LFG
1714
Larson Financial Group
Missouri
$308K +$173K +708 +135%
RDIA
1715
RE Dickinson Investment Advisors
Iowa
$307K – – –
GA
1716
Goldstein Advisors
Wisconsin
$307K – – –
LWA
1717
Lowe Wealth Advisors
Maryland
$303K – – –
WSWA
1718
Warren Street Wealth Advisors
California
$302K +$11.2K +46 +4%
PWP
1719
Phillips Wealth Planners
Mississippi
$300K +$16.4K +67 +6%
IA
1720
IMZ Advisory
Florida
$300K – – –
FNBSF
1721
First National Bank Sioux Falls
South Dakota
$300K – – –
TC
1722
Tacita Capital
Ontario, Canada
$300K – – –
LKIM
1723
Lawson Kroeker Investment Management
Nebraska
$299K -$23.2K -95 -7%
LRWA
1724
Long Run Wealth Advisors
New York
$299K – – –
PA
1725
Parkside Advisors
California
$299K -$733 -3 -0.3%
67 68
69
70 71