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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1751
Summit Asset Management
Tennessee
$284K – – –
OTL
1752
Oak Thistle LLC
New York
$282K -$993K -4,062 -78%
BFA
1753
Brendel Financial Advisors
New Hampshire
$282K – – –
FNB
1754
Farmers National Bank
Kentucky
$281K -$12.7K -52 -4%
FMB
1755
Field & Main Bank
Kentucky
$281K -$30.5K -125 -10%
TC
1756
Trilogy Capital
California
$279K +$273K +1,119 New
OWA
1757
Outlook Wealth Advisors
Texas
$279K +$59.9K +245 +28%
MFS
1758
Madrona Financial Services
Washington
$279K – – –
HIP
1759
HUB Investment Partners
Texas
$278K +$272K +1,113 New
9WM
1760
9258 Wealth Management
Ohio
$277K – – –
AIM
1761
AMI Investment Management
Indiana
$277K – – –
NJBEST
1762
New Jersey Better Educational Savings Trust
New Jersey
$277K – – –
EWM
1763
Endowment Wealth Management
Wisconsin
$277K +$244 +1 +0.1%
PCH
1764
PGIM Custom Harvest
New Jersey
$276K +$24.9K +102 +10%
AWM
1765
Allen Wealth Management
North Carolina
$276K -$12K -49 -4%
GWSG
1766
GPS Wealth Strategies Group
Colorado
$276K +$4.89K +20 +2%
FSA
1767
Franklin Street Advisors
North Carolina
$275K +$270K +1,103 New
CCG
1768
Chatham Capital Group
Georgia
$275K – – –
1IA
1769
1834 Investment Advisors
Wisconsin
$275K – – –
AWM
1770
Act Wealth Management
Texas
$275K – – –
AA
1771
Alta Advisers
United Kingdom
$275K – – –
TFP
1772
Tilia Fiduciary Partners
North Carolina
$274K – – –
TWM
1773
Tanager Wealth Management
United Kingdom
$274K – – –
TCB
1774
Texas Capital Bancshares
Texas
$273K -$20K -82 -7%
VAM
1775
Verity Asset Management
North Carolina
$271K – – –
69 70
71
72 73