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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1576
Marco Investment Management
Georgia
$309K – – –
BWP
1577
Bernardo Wealth Planning
Pennsylvania
$309K -$6.68K -31 -2%
BIM
1578
Barton Investment Management
Pennsylvania
$308K – – –
SWMG
1579
Signature Wealth Management Group
Georgia
$307K -$2.8K -13 -0.9%
DSA
1580
Droms Strauss Advisors
Missouri
$306K – – –
MCA
1581
MSH Capital Advisors
Arizona
$305K +$299K +1,388 New
WDL
1582
Well Done LLC
Michigan
$305K -$47K -218 -14%
PS
1583
Portfolio Strategies
New York
$301K -$26.3K -122 -8%
APG
1584
Abacus Planning Group
South Carolina
$301K +$43.1K +200 +17%
AL
1585
Aspiriant LLC
California
$299K -$14K -65 -5%
HWA
1586
Heartwood Wealth Advisors
Virginia
$299K +$293K +1,359 New
CNB
1587
Camden National Bank
Maine
$298K – – –
MAM
1588
Marotta Asset Management
Virginia
$298K +$292K +1,354 New
VAF
1589
Values Added Financial
District of Columbia
$297K +$292K +1,353 New
RWM
1590
Revisor Wealth Management
Ohio
$297K -$10.1K -47 -3%
DWM
1591
Drive Wealth Management
Utah
$297K +$5.82K +27 +2%
KP
1592
Keel Point
Alabama
$297K +$40.5K +188 +16%
CF
1593
Centaurus Financial
California
$296K -$273K -1,265 -48%
ML
1594
McAdam LLC
Pennsylvania
$296K +$11.2K +52 +4%
BOPW
1595
Brandywine Oak Private Wealth
Pennsylvania
$295K -$337K -1,561 -54%
PWA
1596
Providence Wealth Advisors
Illinois
$294K – – –
UW
1597
Unique Wealth
Florida
$293K +$86K +399 +43%
I
1598
InceptionR
California
$293K +$287K +1,333 New
SIA
1599
Soltis Investment Advisors
Utah
$293K +$16.2K +75 +6%
BMWM
1600
Brown Miller Wealth Management
Virginia
$291K +$4.31K +20 +2%
62 63
64
65 66