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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1801
American Trust
Kentucky
$360K – – –
IA
1802
IMZ Advisory
Florida
$359K – – –
MCM
1803
Monument Capital Management
Virginia
$359K -$40.6K -135 -10%
CFS
1804
Commonwealth Financial Services
West Virginia
$357K -$18.7K -62 -5%
FFB
1805
First Financial Bankshares
Texas
$357K +$51.8K +172 +16%
LWA
1806
Lowe Wealth Advisors
Maryland
$357K – – –
TGAM
1807
TBH Global Asset Management
Tennessee
$356K +$1.5K +5 +0.4%
NSG
1808
Nalls Sherbakoff Group
Tennessee
$354K – – –
GA
1809
Goldstein Advisors
Wisconsin
$352K -$602 -2 -0.2%
MGIA
1810
Matthew Goff Investment Advisor
Texas
$352K – – –
TC
1811
Tacita Capital
Ontario, Canada
$352K – – –
WIA
1812
Westbourne Investment Advisors
Maryland
$352K +$361K +1,200 New
TWM
1813
Thrive Wealth Management
Pennsylvania
$352K -$12.6K -42 -3%
LKIM
1814
Lawson Kroeker Investment Management
Nebraska
$352K – – –
FNBSF
1815
First National Bank Sioux Falls
South Dakota
$351K -$2.11K -7 -0.6%
BOJHT
1816
Bank of Jackson Hole Trust
Wyoming
$350K +$147K +490 +70%
GWANC
1817
Guardian Wealth Advisors (North Carolina)
North Carolina
$350K -$87.9K -292 -20%
BWP
1818
Bernardo Wealth Planning
Pennsylvania
$349K – – –
ZBNA
1819
Zions Bancorporation, National Association
Utah
$348K -$205K -681 -36%
WSWA
1820
Warren Street Wealth Advisors
California
$348K -$32.5K -108 -8%
OFG
1821
Oxford Financial Group
Indiana
$347K +$45.1K +150 +15%
BFG
1822
Beacon Financial Group
Texas
$346K -$30.1K -100 -8%
CB
1823
Centennial Bank
Arkansas
$346K – – –
SLWA
1824
San Luis Wealth Advisors
California
$344K +$99K +329 +39%
EWM
1825
EPG Wealth Management
Georgia
$344K +$1.5K +5 +0.4%
71 72
73
74 75