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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1801
Lewis Asset Management
California
$297K +$262 +1 +0.1%
AIM
1802
Avity Investment Management
Connecticut
$297K -$47.9K -183 -15%
VCM
1803
Versant Capital Management
Arizona
$297K +$75.1K +287 +37%
OL
1804
OneFund LLC
Florida
$296K -$523 -2 -0.2%
DIA
1805
Dana Investment Advisors
Wisconsin
$296K +$7.58K +29 +3%
SFS
1806
Security Financial Services
Indiana
$296K +$34K +130 +14%
CWM
1807
Chronos Wealth Management
Florida
$296K -$131K -500 -32%
APC
1808
Aspire Private Capital
North Carolina
$296K -$53.6K -205 -16%
AC
1809
Asio Capital
Kentucky
$295K -$18.8K -72 -6%
C
1810
Covestor
United Kingdom
$295K +$15.7K +60 +6%
SCM
1811
Stonehearth Capital Management
Massachusetts
$295K -$26.1K -100 -9%
CH
1812
Cromwell Holdings
Wyoming
$293K – – –
BBW
1813
Blue Barn Wealth
Utah
$293K -$1.31K -5 -0.5%
IFO
1814
Independent Family Office
New York
$293K – – –
FFB
1815
First Financial Bankshares
Texas
$292K -$4.97K -19 -2%
WDC
1816
Woodward Diversified Capital
California
$292K +$4.71K +18 +2%
RCM
1817
Raleigh Capital Management
North Carolina
$292K +$3.4K +13 +1%
TWP
1818
Tower Wealth Partners
Pennsylvania
$292K +$9.15K +35 +3%
CWM
1819
Chesapeake Wealth Management
Virginia
$291K -$2.62K -10 -0.9%
FA
1820
Fountainhead AM
New Jersey
$291K +$275K +1,050 New
DSAM
1821
Dock Street Asset Management
Florida
$291K – – –
SAG
1822
SageView Advisory Group
California
$290K -$280K -1,069 -50%
IAP
1823
Indie Asset Partners
Indiana
$290K +$274K +1,048 New
KWM
1824
Kolinsky Wealth Management
New Jersey
$290K +$2.09K +8 +0.8%
DSA
1825
Droms Strauss Advisors
Missouri
$289K -$91K -348 -25%
71 72
73
74 75