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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
2326
Catherine Avery Investment Management
Florida
$12.9K – – –
PS
2327
PayPay Securities
Japan
$12.3K +$3.19K +12 +33%
UOTTAIMCU
2328
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$12.1K +$12.5K +47 New
IW
2329
Imprint Wealth
South Carolina
$11.3K -$11.2K -42 -49%
BFS
2330
Bare Financial Services
Pennsylvania
$11.3K +$2.66K +10 +29%
JGCM
2331
Joseph Group Capital Management
Ohio
$10.5K +$10.9K +41 New
HFS
2332
Hughes Financial Services
Virginia
$10.3K -$1.06K -4 -9%
EI
2333
EFG International
$10K +$10.4K +39 New
SR
2334
Syntax Research
Florida
$10K – – –
WSC
2335
Wellington Shields & Co
New York
$10K – – –
BBPWM
2336
Blue Bell Private Wealth Management
Pennsylvania
$9.78K -$799 -3 -7%
AIP
2337
Alexis Investment Partners
Texas
$9.78K – – –
LWMI
2338
Legacy Wealth Management (Idaho)
Idaho
$9.26K +$9.58K +36 New
AIS
2339
Advocate Investing Services
Maryland
$9K +$9.32K +35 New
AFC
2340
Ares Financial Consulting
California
$9K +$9.32K +35 New
SFS
2341
Sunrise Financial Services
Washington
$8.75K +$9.05K +34 New
AF
2342
Align Financial
Minnesota
$8.75K +$2.33M +8,746 New
BCPWM
2343
Bradley & Co Private Wealth Management
Florida
$8.49K – – –
GAAM
2344
Guinness Atkinson Asset Management
California
$8.05K +$8.25K +31 New
IWM
2345
IMG Wealth Management
Florida
$7.97K +$1.33K +5 +19%
MCA
2346
McGuire Capital Advisors
Oklahoma
$7.97K +$8.25K +31 New
CTB
2347
Country Trust Bank
Illinois
$7.72K – – –
BHWM
2348
Bay Harbor Wealth Management
Maryland
$7.5K +$3.46K +13 +81%
BW
2349
Basepoint Wealth
Iowa
$7.48K +$7.72K +29 New
RWS
2350
Retirement Wealth Solutions
Wisconsin
$7.46K -$3.73K -14 -33%
92 93
94
95 96