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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1801
Brio Consultants
California
$391K -$181K -588 -32%
CG
1802
Cynosure Group
Utah
$390K – – –
OMC
1803
Overbrook Management Corp
New York
$389K -$3.38K -11 -0.9%
ORC
1804
O'Rourke & Company
Massachusetts
$389K – – –
SCM
1805
Schnieders Capital Management
California
$388K +$69.1K +225 +22%
FCT
1806
Family Capital Trust
Massachusetts
$385K – – –
FNBOO
1807
First National Bank of Omaha
Nebraska
$385K -$10.8K -35 -3%
IPW
1808
Impact Partnership Wealth
Georgia
$384K +$382K +1,245 New
GSC
1809
G&S Capital
Colorado
$384K -$7.37K -24 -2%
FFG
1810
Fiduciary Financial Group
California
$384K +$8.29K +27 +2%
TWM
1811
Thrive Wealth Management
Pennsylvania
$383K +$307 +1 +0.1%
OFO
1812
OneAscent Family Office
Alabama
$382K -$136K -444 -26%
CFGW
1813
Chancellor Financial Group WB
Pennsylvania
$382K – – –
NRC
1814
New Republic Capital
North Carolina
$381K +$5.84K +19 +2%
AWM
1815
Austin Wealth Management
Texas
$379K +$7.07K +23 +2%
AT
1816
American Trust
Kentucky
$378K -$34.7K -113 -8%
RIG
1817
RiverFront Investment Group
Virginia
$377K -$146K -475 -28%
LWA
1818
Lowe Wealth Advisors
Maryland
$375K – – –
PMFA
1819
Plante Moran Financial Advisors
Michigan
$374K -$368K -1,197 -50%
IWP
1820
Invenio Wealth Partners
Florida
$374K -$33.5K -109 -8%
CA
1821
Continuum Advisory
Idaho
$374K +$64.5K +210 +21%
AP
1822
Advisors Preferred
Maryland
$373K -$365K -1,188 -50%
PWM
1823
Partners Wealth Management
California
$373K – – –
TGAM
1824
TBH Global Asset Management
Tennessee
$373K -$6.14K -20 -2%
NSG
1825
Nalls Sherbakoff Group
Tennessee
$372K – – –
71 72
73
74 75