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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1676
O'Rourke & Company
Massachusetts
$328K – – –
APC
1677
Aspire Private Capital
North Carolina
$328K -$12.5K -51 -4%
DMBA
1678
Deseret Mutual Benefit Administrators
Utah
$327K -$16.4K -67 -5%
MFGM
1679
Marshall Financial Group (Maryland)
Maryland
$327K -$67.4K -276 -17%
SC
1680
Sapient Capital
Indiana
$326K -$35.2K -144 -10%
BMWM
1681
Brown Miller Wealth Management
Virginia
$325K – – –
FNA
1682
First National Advisers
Nebraska
$324K +$3.91K +16 +1%
GCM
1683
Gallacher Capital Management
Colorado
$324K +$17.8K +73 +6%
FGA
1684
Fortis Group Advisors
New Jersey
$323K -$58.2K -238 -16%
HFA
1685
Highland Financial Advisors
New Jersey
$323K +$316K +1,294 New
RSWA
1686
Robinson Smith Wealth Advisors
Maine
$323K -$196K -803 -38%
BWP
1687
Bernardo Wealth Planning
Pennsylvania
$322K – – –
APG
1688
Abacus Planning Group
South Carolina
$320K -$19.8K -81 -6%
SWMG
1689
Sanchez Wealth Management Group
Florida
$319K +$1.96K +8 +0.6%
WI
1690
WrapManager Inc
California
$319K -$57.9K -237 -16%
FSA
1691
Financial Security Advisor
Virginia
$318K -$6.6K -27 -2%
SW
1692
SteelPeak Wealth
California
$318K -$9.14M -37,407 -97%
AT
1693
Arden Trust
Delaware
$316K -$37.4K -153 -11%
AFG
1694
ABLE Financial Group
Arizona
$316K -$43.5K -178 -12%
WFI
1695
West Family Investments
California
$316K – – –
HBW
1696
Hazlett, Burt & Watson
West Virginia
$315K – – –
AIM
1697
Avity Investment Management
Connecticut
$314K – – –
MCA
1698
MSH Capital Advisors
Arizona
$314K -$7.57K -31 -2%
TGAM
1699
TBH Global Asset Management
Tennessee
$313K -$1.47K -6 -0.5%
SIG
1700
Sargent Investment Group
Maryland
$313K +$5.13K +21 +2%
66 67
68
69 70