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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1676
Financial Advisory Group
Texas
$248K – – –
AWP
1677
Abacus Wealth Partners
California
$247K – – –
SEIA
1678
Signature Estate & Investment Advisors
California
$247K +$236 +1 +0.1%
SWM
1679
Sugarloaf Wealth Management
Georgia
$246K – – –
TIM
1680
Thompson Investment Management
Wisconsin
$246K – – –
KWM
1681
Kolinsky Wealth Management
New Jersey
$245K -$17.2K -73 -6%
CPA
1682
Capital Planning Advisors
California
$245K – – –
WGAM
1683
Wilkinson Global Asset Management
New York
$245K – – –
KFP
1684
KMG Fiduciary Partners
Ohio
$245K +$255K +1,081 New
PCMC
1685
Paragon Capital Management (Colorado)
Colorado
$244K – – –
EIM
1686
Essex Investment Management
Massachusetts
$243K -$4.48K -19 -2%
DC
1687
DeDora Capital
California
$243K +$3.3K +14 +1%
VWA
1688
Visionary Wealth Advisors
Illinois
$242K -$4.25K -18 -2%
SFP
1689
Sterling Financial Planning
New Jersey
$242K – – –
AIA
1690
Allied Investment Advisors
Montana
$241K – – –
SDWMA
1691
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
BO
1692
BRR OpCo
Ohio
$240K -$4.72K -20 -2%
AMCA
1693
Arthur M. Cohen & Associates
Illinois
$240K – – –
RIL
1694
Rothschild Investment LLC
Illinois
$239K – – –
SAM
1695
SignalPoint Asset Management
Missouri
$239K +$17.5K +74 +8%
IFO
1696
Independent Family Office
New York
$239K +$250K +1,058 New
WAL
1697
W Advisors LLC
Tennessee
$238K – – –
BFS
1698
Bard Financial Services
Connecticut
$237K – – –
MFGP
1699
Marshall Financial Group (Pennsylvania)
Pennsylvania
$237K – – –
BOM
1700
Bank of Marin
California
$236K -$142K -600 -36%
66 67
68
69 70