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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1651
Paulson Wealth Management
Illinois
$366K – – –
FHA
1652
Flagship Harbor Advisors
Massachusetts
$366K -$23.1K -108 -6%
CAL
1653
Capital Advisors Ltd
Ohio
$366K +$13.7K +64 +4%
LF
1654
Lantz Financial
Illinois
$366K +$349K +1,633 New
GFP
1655
Gryphon Financial Partners
Ohio
$366K +$27.6K +129 +9%
ACM
1656
Ardent Capital Management
Ohio
$365K – – –
BRM
1657
Boston Research & Management
Massachusetts
$365K – – –
FFA
1658
Florida Financial Advisors
Florida
$365K -$111K -521 -24%
OIS
1659
OneAscent Investment Solutions
Alabama
$364K +$82.3K +385 +31%
AA
1660
Alesco Advisors
New York
$363K +$75.7K +354 +28%
TCOO
1661
Trust Company of Oklahoma
Oklahoma
$363K -$19.5K -91 -5%
FWP
1662
Falcon Wealth Planning
California
$363K +$103K +483 +42%
EC
1663
EntryPoint Capital
New York
$363K -$811K -3,793 -70%
SIC
1664
SJS Investment Consulting
Ohio
$362K +$69.7K +326 +25%
PWMG
1665
Pinnacle Wealth Management Group
Michigan
$361K +$641 +3 +0.2%
SWA
1666
Stratos Wealth Advisors
Ohio
$360K -$1.92K -9 -0.6%
MCM
1667
Mitchell Capital Management
Kansas
$358K – – –
NFC
1668
Northstar Financial Companies
Pennsylvania
$358K – – –
PP
1669
Pingora Partners
Wyoming
$358K – – –
JFGLC
1670
Johnson Financial Group LLC (Colorado)
Colorado
$358K +$342K +1,600 New
CWP
1671
Concord Wealth Partners
Virginia
$358K +$30.6K +143 +10%
EA
1672
Enclave Advisors
Texas
$357K -$11.5K -54 -3%
DA
1673
Detalus Advisors
Missouri
$356K +$7.7K +36 +2%
LOWM
1674
Laurel Oak Wealth Management
New Jersey
$355K +$115K +539 +51%
TSW
1675
Thompson Siegel & Walmsley
Virginia
$355K -$239K -1,116 -41%
65 66
67
68 69