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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1651
Nemes Rush Group
Michigan
$373K -$40K -187 -10%
IFWM
1652
Institute for Wealth Management
Colorado
$373K +$31.2K +146 +10%
FFG
1653
Fiduciary Financial Group
California
$373K +$27.4K +128 +8%
GGI
1654
Godsey & Gibb Inc
Virginia
$371K – – –
LA
1655
LVW Advisors
New York
$370K +$59.9K +280 +20%
JWA
1656
JFS Wealth Advisors
Pennsylvania
$367K +$4.49K +21 +1%
S
1657
Sachetta
Massachusetts
$367K +$29.3K +137 +9%
RIA
1658
Richwood Investment Advisors
Ohio
$367K -$2.14K -10 -0.6%
KMWM
1659
Keudell/Morrison Wealth Management
Oregon
$367K +$350K +1,638 New
PWM
1660
Paulson Wealth Management
Illinois
$366K – – –
FHA
1661
Flagship Harbor Advisors
Massachusetts
$366K -$23.1K -108 -6%
CAL
1662
Capital Advisors Ltd
Ohio
$366K +$13.7K +64 +4%
LF
1663
Lantz Financial
Illinois
$366K +$349K +1,633 New
GFP
1664
Gryphon Financial Partners
Ohio
$366K +$27.6K +129 +9%
ACM
1665
Ardent Capital Management
Ohio
$365K – – –
BRM
1666
Boston Research & Management
Massachusetts
$365K – – –
FFA
1667
Florida Financial Advisors
Florida
$365K -$111K -521 -24%
OIS
1668
OneAscent Investment Solutions
Alabama
$364K +$82.3K +385 +31%
AA
1669
Alesco Advisors
New York
$363K +$75.7K +354 +28%
TCOO
1670
Trust Company of Oklahoma
Oklahoma
$363K -$19.5K -91 -5%
FWP
1671
Falcon Wealth Planning
California
$363K +$103K +483 +42%
EC
1672
EntryPoint Capital
New York
$363K -$811K -3,793 -70%
SIC
1673
SJS Investment Consulting
Ohio
$362K +$69.7K +326 +25%
PWMG
1674
Pinnacle Wealth Management Group
Michigan
$361K +$641 +3 +0.2%
SWA
1675
Stratos Wealth Advisors
Ohio
$360K -$1.92K -9 -0.6%
65 66
67
68 69