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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1676
Paragon Capital Management (Colorado)
Colorado
$240K – – –
NCM
1677
Novare Capital Management
North Carolina
$240K – – –
AWP
1678
Abacus Wealth Partners
California
$240K +$4.06K +18 +2%
OFG
1679
OmniStar Financial Group
North Carolina
$239K +$46.2K +205 +24%
CWM
1680
Chesapeake Wealth Management
Virginia
$238K -$40.4K -179 -14%
GWANC
1681
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K – – –
AIA
1682
Allied Investment Advisors
Montana
$237K – – –
SA
1683
Syntax Advisors
New York
$236K +$39.5K +175 +20%
VCG
1684
Vantage Consulting Group
Virginia
$236K +$39.5K +175 +20%
AMCA
1685
Arthur M. Cohen & Associates
Illinois
$236K – – –
IFO
1686
Independent Family Office
New York
$236K – – –
PCH
1687
PGIM Custom Harvest
New Jersey
$235K -$1.35K -6 -0.6%
RIL
1688
Rothschild Investment LLC
Illinois
$235K +$902 +4 +0.4%
MCM
1689
Monument Capital Management
Virginia
$235K -$219K -970 -48%
WAL
1690
W Advisors LLC
Tennessee
$234K – – –
BFS
1691
Bard Financial Services
Connecticut
$234K – – –
JSW
1692
Journey Strategic Wealth
New Jersey
$233K -$3.16K -14 -1%
EWM
1693
Endowment Wealth Management
Wisconsin
$233K -$10.2K -45 -4%
CG
1694
Cutler Group
California
$233K -$127K -561 -35%
VWM
1695
Valley Wealth Managers
New Jersey
$233K -$68.1K -302 -22%
FAM
1696
Family Asset Management
South Carolina
$233K -$4.74K -21 -2%
RPCONE
1697
Retirement Planning Company of New England
Rhode Island
$233K +$226 +1 +0.1%
CCG
1698
Chatham Capital Group
Georgia
$232K -$24.8K -110 -10%
TWP
1699
Tower Wealth Partners
Pennsylvania
$232K +$13.5K +60 +6%
ACM
1700
AlphaStar Capital Management
North Carolina
$232K -$111K -494 -32%
66 67
68
69 70