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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1726
Noesis Capital Mangement
Florida
$446K -$1.84K -6 -0.4%
BFG
1727
Birch Financial Group
New Hampshire
$446K +$28K +91 +7%
SFS
1728
Security Financial Services
Indiana
$444K +$72.8K +237 +20%
VCP
1729
Verus Capital Partners
Arizona
$443K +$56.2K +183 +15%
SAW
1730
Signal Advisors Wealth
Michigan
$443K -$458K -1,490 -51%
BOPW
1731
Brandywine Oak Private Wealth
Pennsylvania
$442K -$4.3K -14 -1%
WPW
1732
Waldron Private Wealth
Pennsylvania
$442K -$12.6K -41 -3%
PL
1733
Perpetual Ltd
Australia
$442K -$5.84K -19 -1%
MWPCG
1734
Measured Wealth Private Client Group
New Hampshire
$442K – – –
LCGC
1735
Legacy Capital Group California
California
$442K +$3.99K +13 +0.9%
KFA
1736
Kelleher Financial Advisors
New York
$441K -$24.6K -80 -5%
MEAC
1737
M.E. Allison & Co
Texas
$441K – – –
MIM
1738
Marco Investment Management
Georgia
$441K +$6.45K +21 +1%
BWM
1739
Blossom Wealth Management
California
$440K +$15.4K +50 +4%
SC
1740
Soundwatch Capital
Connecticut
$440K +$222K +724 New
FC
1741
Forte Capital
New York
$439K +$24.6K +80 +6%
PIM
1742
Progressive Investment Management
Oregon
$438K – – –
WIA
1743
Wetzel Investment Advisors
Indiana
$437K -$21.5K -70 -5%
CFG
1744
Cooper Financial Group
California
$436K +$60.5K +197 +16%
PFG
1745
Putney Financial Group
California
$435K -$16.9K -55 -4%
HIC
1746
Holderness Investments Company
North Carolina
$433K – – –
DE
1747
Diversified Enterprises
Delaware
$432K – – –
WFAG
1748
Wescott Financial Advisory Group
Pennsylvania
$432K -$22.1K -72 -5%
BIM
1749
Barton Investment Management
Pennsylvania
$432K – – –
MAWA
1750
Moss Adams Wealth Advisors
Washington
$432K +$95.5K +311 +29%
68 69
70
71 72