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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1651
CoreFirst Bank & Trust
Kansas
$434K – – –
AIA
1652
AIMZ Investment Advisors
California
$433K – – –
NWMG
1653
National Wealth Management Group
Ohio
$433K -$3.73K -14 -0.8%
FFA
1654
Founders Financial Alliance
North Carolina
$433K +$5.59K +21 +1%
CAG
1655
Csenge Advisory Group
Florida
$431K -$112K -421 -20%
OFO
1656
OneAscent Family Office
Alabama
$430K +$89.2K +335 +25%
PWPS
1657
Pinnacle Wealth Planning Services
Ohio
$429K -$39.7K -149 -8%
CAL
1658
Capital Advisors Ltd
Ohio
$428K -$35.1K -132 -7%
FWA
1659
FSM Wealth Advisors
Ohio
$428K -$78.5K -295 -15%
IP
1660
Indivisible Partners
Florida
$427K +$442K +1,660 New
CAM
1661
Close Asset Management
United Kingdom
$427K – – –
NFC
1662
Northstar Financial Companies
Pennsylvania
$427K -$19.2K -72 -4%
WWMP
1663
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$426K +$441K +1,656 New
GGI
1664
Godsey & Gibb Inc
Virginia
$426K – – –
SL
1665
Sentinus LLC
Illinois
$425K -$1.86K -7 -0.4%
CA
1666
Continuum Advisory
Idaho
$424K +$76.4K +287 +21%
PWM
1667
Paulson Wealth Management
Illinois
$421K – – –
WHCI
1668
W.H. Cornerstone Investments
Massachusetts
$420K -$799 -3 -0.2%
ACM
1669
Ardent Capital Management
Ohio
$420K – – –
PFG
1670
PAX Financial Group
Texas
$419K -$43.1K -162 -9%
KWM
1671
Keebeck Wealth Management
Illinois
$419K -$85.5K -321 -17%
BRM
1672
Boston Research & Management
Massachusetts
$419K – – –
HC
1673
Hamilton Capital
Ohio
$418K +$433K +1,626 New
SWA
1674
Stratos Wealth Advisors
Ohio
$416K -$77.5K -291 -15%
GWM
1675
Greenwich Wealth Management
Connecticut
$415K -$15.4K -58 -3%
65 66
67
68 69