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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1676
Mitchell Capital Management
Kansas
$358K – – –
NFC
1677
Northstar Financial Companies
Pennsylvania
$358K – – –
PP
1678
Pingora Partners
Wyoming
$358K – – –
JFGLC
1679
Johnson Financial Group LLC (Colorado)
Colorado
$358K +$342K +1,600 New
CWP
1680
Concord Wealth Partners
Virginia
$358K +$30.6K +143 +10%
EA
1681
Enclave Advisors
Texas
$357K -$11.5K -54 -3%
DA
1682
Detalus Advisors
Missouri
$356K +$7.7K +36 +2%
LOWM
1683
Laurel Oak Wealth Management
New Jersey
$355K +$115K +539 +51%
TSW
1684
Thompson Siegel & Walmsley
Virginia
$355K -$239K -1,116 -41%
NB
1685
NBH Bank
Colorado
$355K +$338K +1,583 New
SB
1686
Strategic Blueprint
Georgia
$354K -$10.3K -48 -3%
CL
1687
CVFG LLC
Indiana
$354K -$49.6K -232 -13%
CST
1688
Charles Schwab Trust
Nevada
$354K +$1.07K +5 +0.3%
WA
1689
Westfuller Advisors
New York
$353K +$185K +867 +124%
AAG
1690
Asset Advisory Group
New Jersey
$351K -$1.92K -9 -0.6%
CCMG
1691
Connecticut Capital Management Group
Connecticut
$351K -$1.28K -6 -0.4%
DSC
1692
Duncker Streett & Co
Missouri
$349K +$427 +2 +0.1%
SIG
1693
Sargent Investment Group
Maryland
$349K +$21.4K +100 +7%
EWA
1694
Etesian Wealth Advisors
Oregon
$348K -$17.5K -82 -5%
LF
1695
LifePlan Financial
Minnesota
$347K +$2.56K +12 +0.8%
BAM
1696
Bayshore Asset Management
Florida
$347K +$6.41K +30 +2%
OF
1697
Optimize Financial
California
$346K -$1.07K -5 -0.3%
SCS
1698
Sound Capital Solutions
Florida
$346K +$331K +1,547 New
PWPS
1699
Pinnacle Wealth Planning Services
Ohio
$345K +$38.7K +181 +13%
V
1700
ViaWealth
Kansas
$345K +$1.07K +5 +0.3%
66 67
68
69 70