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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1701
TBH Global Asset Management
Tennessee
$313K -$1.47K -6 -0.5%
SIG
1702
Sargent Investment Group
Maryland
$313K +$5.13K +21 +2%
TNB
1703
Thomasville National Bank
Georgia
$313K -$21K -86 -6%
GP
1704
Girard Partners
Pennsylvania
$313K +$26.9K +110 +10%
FCT
1705
Family Capital Trust
Massachusetts
$312K – – –
MCA
1706
Maryland Capital Advisors
Maryland
$312K – – –
CWM
1707
Centurion Wealth Management
Virginia
$311K +$977 +4 +0.3%
SIC
1708
Sigma Investment Counselors
Michigan
$311K +$25.9K +106 +9%
FUBT
1709
First United Bank & Trust
Maryland
$311K -$5.86K -24 -2%
IWM
1710
Integris Wealth Management
California
$311K -$1.47K -6 -0.5%
FI
1711
FWG Investments
Kentucky
$310K +$20.3K +83 +7%
WA
1712
Wambolt & Associates
Colorado
$309K -$102K -417 -25%
AWE
1713
Avidian Wealth Enterprises
Texas
$309K +$32K +131 +12%
TIM
1714
Thompson Investment Management
Wisconsin
$308K +$35.9K +147 +14%
CWC
1715
Carolinas Wealth Consulting
North Carolina
$308K -$6.43M -26,299 -96%
LFG
1716
Larson Financial Group
Missouri
$308K +$173K +708 +135%
RDIA
1717
RE Dickinson Investment Advisors
Iowa
$307K – – –
GA
1718
Goldstein Advisors
Wisconsin
$307K – – –
LWA
1719
Lowe Wealth Advisors
Maryland
$303K – – –
WSWA
1720
Warren Street Wealth Advisors
California
$302K +$11.2K +46 +4%
PWP
1721
Phillips Wealth Planners
Mississippi
$300K +$16.4K +67 +6%
IA
1722
IMZ Advisory
Florida
$300K – – –
FNBSF
1723
First National Bank Sioux Falls
South Dakota
$300K – – –
TC
1724
Tacita Capital
Ontario, Canada
$300K – – –
LKIM
1725
Lawson Kroeker Investment Management
Nebraska
$299K -$23.2K -95 -7%
67 68
69
70 71