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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1676
Solidarity Wealth
Utah
$227K – – –
WSWA
1677
Warren Street Wealth Advisors
California
$227K +$237K +1,082 New
HI
1678
Harbour Investments
Wisconsin
$227K +$237K +1,083 New
PCMC
1679
Paragon Capital Management (Colorado)
Colorado
$226K – – –
KCM
1680
Kathmere Capital Management
Pennsylvania
$226K +$236K +1,077 New
SFP
1681
Sterling Financial Planning
New Jersey
$225K – – –
SA
1682
Syntax Advisors
New York
$225K +$5.26K +24 +2%
VCG
1683
Vantage Consulting Group
Virginia
$225K +$5.26K +24 +2%
SDWMA
1684
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K -$219 -1 -0.1%
AIA
1685
Allied Investment Advisors
Montana
$224K – – –
DC
1686
DeDora Capital
California
$223K -$8.11K -37 -3%
AMCA
1687
Arthur M. Cohen & Associates
Illinois
$223K +$232K +1,060 New
RIL
1688
Rothschild Investment LLC
Illinois
$222K – – –
BFS
1689
Bard Financial Services
Connecticut
$221K – – –
WAL
1690
W Advisors LLC
Tennessee
$221K – – –
FNB
1691
Farmers National Bank
Kentucky
$221K -$15.6K -71 -6%
MFGP
1692
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220K – – –
RPCONE
1693
Retirement Planning Company of New England
Rhode Island
$219K – – –
NCM
1694
Novare Capital Management
North Carolina
$218K -$30.7K -140 -12%
QPW
1695
Quantum Private Wealth
Florida
$218K -$4.82K -22 -2%
CA
1696
Claris Advisors
Missouri
$217K – – –
FFMBT
1697
First Farmers & Merchants Bank Trust
Tennessee
$217K – – –
SAF
1698
Smith Anglin Financial
Texas
$216K +$438 +2 +0.2%
FDS
1699
Freedom Day Solutions
Texas
$216K +$7.23K +33 +3%
SHWM
1700
Silicon Hills Wealth Management
Texas
$216K +$225K +1,029 New
66 67
68
69 70