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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1726
Greatmark Investment Partners
Georgia
$466K +$22.6K +75 +5%
CPRC
1727
Consolidated Portfolio Review Corp
New York
$466K +$122K +404 +36%
WFI
1728
West Family Investments
California
$466K – – –
WG
1729
Welch Group
Alabama
$465K – – –
TCM
1730
Tandem Capital Management
New Jersey
$465K – – –
KFA
1731
Kelleher Financial Advisors
New York
$461K +$232K +770 +104%
GFP
1732
Gryphon Financial Partners
Ohio
$459K +$7.54K +25 +2%
TPI
1733
Trust Point Inc
Wisconsin
$459K -$179K -593 -28%
IC
1734
Inscription Capital
Texas
$457K +$551K +1,828 New
TWM
1735
Tanager Wealth Management
United Kingdom
$456K +$160K +532 +56%
FC
1736
FCA Corp
Texas
$456K – – –
WIA
1737
Wetzel Investment Advisors
Indiana
$454K -$7.84K -26 -2%
SWM
1738
Seaside Wealth Management
California
$452K -$113K -373 -20%
WPW
1739
Waldron Private Wealth
Pennsylvania
$450K -$427K -1,417 -49%
FNT
1740
First Nebraska Trust
Nebraska
$450K – – –
WFAG
1741
Wescott Financial Advisory Group
Pennsylvania
$450K -$79K -262 -15%
CSIA
1742
Carl Stuart Investment Advisor
Texas
$449K – – –
WAL
1743
W Advisors LLC
Tennessee
$449K +$2.11K +7 +0.5%
PFG
1744
Putney Financial Group
California
$448K -$10.6K -35 -2%
CWP
1745
CFM Wealth Partners
Texas
$448K -$9.05K -30 -2%
NPFS
1746
Novak & Powell Financial Services
Florida
$447K +$905 +3 +0.2%
EAM
1747
Evanson Asset Management
California
$446K +$184K +610 +72%
IF
1748
Intrua Financial
Texas
$446K -$53.4K -177 -11%
AWE
1749
Avidian Wealth Enterprises
Texas
$446K +$15.1K +50 +4%
GLLW
1750
Graves Light Lenhart Wealth
Virginia
$444K +$17.5K +58 +4%
68 69
70
71 72