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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1901
Trillium Asset Management
Massachusetts
$309K +$4.14K +14 +1%
CWM
1902
Chesapeake Wealth Management
Virginia
$308K – – –
DSAM
1903
Dock Street Asset Management
Florida
$307K – – –
RCP
1904
Rothschild Capital Partners
New York
$307K +$310K +1,050 New
SP
1905
Stablepoint Partners
Massachusetts
$307K +$8.87K +30 +3%
IAP
1906
Indie Asset Partners
Indiana
$307K – – –
4WM
1907
49 Wealth Management
Texas
$306K -$34K -115 -10%
BBW
1908
Blue Barn Wealth
Utah
$306K -$3.55K -12 -1%
FFB
1909
First Financial Bankshares
Texas
$306K -$3.25K -11 -1%
CA
1910
Claris Advisors
Missouri
$305K +$306K +1,034 +11,489%
CIAM
1911
Caitong International Asset Management
Hong Kong
$305K +$308K +1,043 New
AC
1912
Asio Capital
Kentucky
$305K -$7.39K -25 -2%
APW
1913
Austin Private Wealth
Texas
$305K +$35.2K +119 +13%
PF
1914
Phoenix Financial
Israel
$304K -$26K -88 -8%
LFA
1915
Laraway Financial Advisors
Minnesota
$303K – – –
SCM
1916
Schnieders Capital Management
California
$303K – – –
DFP
1917
Defined Financial Planning
California
$301K +$304K +1,027 New
GPA
1918
Garrison Point Advisors
California
$300K – – –
WMA
1919
West Michigan Advisors
Michigan
$300K +$301K +1,019 New
TFP
1920
Tilia Fiduciary Partners
North Carolina
$299K +$296 +1 +0.1%
NRC
1921
New Republic Capital
North Carolina
$295K +$12.4K +42 +4%
RIM
1922
Reliant Investment Management
Tennessee
$295K – – –
BPW
1923
Bingham Private Wealth
California
$294K +$296K +1,003 New
GWM
1924
Gibbs Wealth Management
Georgia
$293K +$75.1K +254 +34%
MFC
1925
Mechanics Financial Corp
Ohio
$293K – – –
75 76
77
78 79