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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1751
Baker Tilly Wealth Management
Wisconsin
$430K +$7.68K +25 +2%
APG
1752
Abacus Planning Group
South Carolina
$429K -$12.3K -40 -3%
PSB
1753
Piscataqua Savings Bank
New Hampshire
$428K -$9.21K -30 -2%
BWP
1754
Burling Wealth Partners
Illinois
$427K -$11.4K -37 -3%
TF
1755
Tudor Financial
Ohio
$427K +$614 +2 +0.1%
BAM
1756
Blueshift Asset Management
New Jersey
$427K +$124K +404 +41%
SIM
1757
Sentry Investment Management
Wisconsin
$426K – – –
KAM
1758
Knightsbridge Asset Management
California
$423K -$11.7K -38 -3%
HWA
1759
Heartwood Wealth Advisors
Virginia
$421K -$13.8K -45 -3%
SIC
1760
Sigma Investment Counselors
Michigan
$419K -$2.46K -8 -0.6%
MCM
1761
Monument Capital Management
Virginia
$418K +$52.2K +170 +14%
PS
1762
Portfolio Strategies
New York
$417K – – –
SHF
1763
Safe Harbor Fiduciary
Florida
$416K -$62.4K -203 -13%
SIG
1764
Sargent Investment Group
Maryland
$416K +$9.52K +31 +2%
SIM
1765
Synergy Investment Management
Florida
$414K – – –
AA
1766
Alesco Advisors
New York
$413K +$20.9K +68 +5%
OIS
1767
OneAscent Investment Solutions
Alabama
$412K +$411K +1,337 New
PWP
1768
Private Wealth Partners
California
$412K +$22.1K +72 +6%
PA
1769
Perennial Advisors
New York
$410K -$3.07K -10 -0.7%
BAM
1770
Beaumont Asset Management
Texas
$408K -$21.5K -70 -5%
TNB
1771
Thomasville National Bank
Georgia
$408K – – –
PWMG
1772
Private Wealth Management Group
New Jersey
$408K -$614 -2 -0.2%
DMBA
1773
Deseret Mutual Benefit Administrators
Utah
$407K – – –
PWA
1774
Providence Wealth Advisors
Illinois
$406K – – –
MYLI
1775
Meiji Yasuda Life Insurance
Japan
$406K -$9.57M -31,162 -96%
69 70
71
72 73