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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1751
Centaurus Financial
California
$431K – – –
SFG
1752
SNS Financial Group
Minnesota
$431K +$1.23K +4 +0.3%
BTWM
1753
Baker Tilly Wealth Management
Wisconsin
$430K +$7.68K +25 +2%
APG
1754
Abacus Planning Group
South Carolina
$429K -$12.3K -40 -3%
PSB
1755
Piscataqua Savings Bank
New Hampshire
$428K -$9.21K -30 -2%
BWP
1756
Burling Wealth Partners
Illinois
$427K -$11.4K -37 -3%
TF
1757
Tudor Financial
Ohio
$427K +$614 +2 +0.1%
BAM
1758
Blueshift Asset Management
New Jersey
$427K +$124K +404 +41%
SIM
1759
Sentry Investment Management
Wisconsin
$426K – – –
KAM
1760
Knightsbridge Asset Management
California
$423K -$11.7K -38 -3%
HWA
1761
Heartwood Wealth Advisors
Virginia
$421K -$13.8K -45 -3%
SIC
1762
Sigma Investment Counselors
Michigan
$419K -$2.46K -8 -0.6%
MCM
1763
Monument Capital Management
Virginia
$418K +$52.2K +170 +14%
PS
1764
Portfolio Strategies
New York
$417K – – –
SHF
1765
Safe Harbor Fiduciary
Florida
$416K -$62.4K -203 -13%
SIG
1766
Sargent Investment Group
Maryland
$416K +$9.52K +31 +2%
SIM
1767
Synergy Investment Management
Florida
$414K – – –
AA
1768
Alesco Advisors
New York
$413K +$20.9K +68 +5%
OIS
1769
OneAscent Investment Solutions
Alabama
$412K +$411K +1,337 New
PWP
1770
Private Wealth Partners
California
$412K +$22.1K +72 +6%
PA
1771
Perennial Advisors
New York
$410K -$3.07K -10 -0.7%
BAM
1772
Beaumont Asset Management
Texas
$408K -$21.5K -70 -5%
TNB
1773
Thomasville National Bank
Georgia
$408K – – –
PWMG
1774
Private Wealth Management Group
New Jersey
$408K -$614 -2 -0.2%
DMBA
1775
Deseret Mutual Benefit Administrators
Utah
$407K – – –
69 70
71
72 73