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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1726
Security Financial Services
Indiana
$444K +$72.8K +237 +20%
VCP
1727
Verus Capital Partners
Arizona
$443K +$56.2K +183 +15%
SAW
1728
Signal Advisors Wealth
Michigan
$443K -$458K -1,490 -51%
BOPW
1729
Brandywine Oak Private Wealth
Pennsylvania
$442K -$4.3K -14 -1%
WPW
1730
Waldron Private Wealth
Pennsylvania
$442K -$12.6K -41 -3%
PL
1731
Perpetual Ltd
Australia
$442K -$5.84K -19 -1%
MWPCG
1732
Measured Wealth Private Client Group
New Hampshire
$442K – – –
LCGC
1733
Legacy Capital Group California
California
$442K +$3.99K +13 +0.9%
KFA
1734
Kelleher Financial Advisors
New York
$441K -$24.6K -80 -5%
MEAC
1735
M.E. Allison & Co
Texas
$441K – – –
MIM
1736
Marco Investment Management
Georgia
$441K +$6.45K +21 +1%
BWM
1737
Blossom Wealth Management
California
$440K +$15.4K +50 +4%
SC
1738
Soundwatch Capital
Connecticut
$440K +$222K +724 New
FC
1739
Forte Capital
New York
$439K +$24.6K +80 +6%
PIM
1740
Progressive Investment Management
Oregon
$438K – – –
WIA
1741
Wetzel Investment Advisors
Indiana
$437K -$21.5K -70 -5%
CFG
1742
Cooper Financial Group
California
$436K +$60.5K +197 +16%
PFG
1743
Putney Financial Group
California
$435K -$16.9K -55 -4%
HIC
1744
Holderness Investments Company
North Carolina
$433K – – –
DE
1745
Diversified Enterprises
Delaware
$432K – – –
WFAG
1746
Wescott Financial Advisory Group
Pennsylvania
$432K -$22.1K -72 -5%
BIM
1747
Barton Investment Management
Pennsylvania
$432K – – –
MAWA
1748
Moss Adams Wealth Advisors
Washington
$432K +$95.5K +311 +29%
CF
1749
Centaurus Financial
California
$431K – – –
SFG
1750
SNS Financial Group
Minnesota
$431K +$1.23K +4 +0.3%
68 69
70
71 72