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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
1726
Horan Securities
United States
$421K -$5.32K -18 -1%
AWM
1727
Aprio Wealth Management
Georgia
$420K +$170K +575 +67%
OMC
1728
Overbrook Management Corp
New York
$420K -$1.22M -4,120 -74%
GWAM
1729
Guardian Wealth Advisors (Minnesota)
Minnesota
$419K -$21.9K -74 -5%
MWPCG
1730
Measured Wealth Private Client Group
New Hampshire
$419K – – –
MEAC
1731
M.E. Allison & Co
Texas
$418K +$422K +1,429 New
CWC
1732
Carolinas Wealth Consulting
North Carolina
$418K +$55.9K +189 +15%
HWA
1733
Heartwood Wealth Advisors
Virginia
$417K +$4.43K +15 +1%
PIM
1734
Progressive Investment Management
Oregon
$415K – – –
AWE
1735
Avidian Wealth Enterprises
Texas
$413K +$36.9K +125 +10%
MIM
1736
Marco Investment Management
Georgia
$412K -$13.6K -46 -3%
WIM
1737
Waverton Investment Management
United Kingdom
$410K – – –
BIM
1738
Barton Investment Management
Pennsylvania
$410K – – –
KAM
1739
Knightsbridge Asset Management
California
$409K +$296 +1 +0.1%
CF
1740
Clarity Financial
Texas
$409K – – –
GLLW
1741
Graves Light Lenhart Wealth
Virginia
$409K – – –
CFS
1742
Commonwealth Financial Services
West Virginia
$407K +$80.4K +272 +24%
BAM
1743
Beaumont Asset Management
Texas
$407K – – –
HIC
1744
Holderness Investments Company
North Carolina
$407K – – –
HIP
1745
HUB Investment Partners
Texas
$407K +$24.5K +83 +6%
AIM
1746
Allen Investment Management
New York
$406K -$6.21K -21 -1%
JSW
1747
Journey Strategic Wealth
New Jersey
$406K -$887 -3 -0.2%
SFG
1748
SNS Financial Group
Minnesota
$406K +$591 +2 +0.1%
NCM
1749
Noesis Capital Mangement
Florida
$405K – – –
TF
1750
Tudor Financial
Ohio
$404K +$77.4K +262 +23%
68 69
70
71 72