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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1676
Security Financial Services
Indiana
$442K +$20.2K +67 +5%
BWM
1677
BKM Wealth Management
Wisconsin
$442K -$282K -937 -38%
CFG
1678
Cooper Financial Group
California
$440K +$25.9K +86 +6%
LJAC
1679
L.J. Altfest & Co
New York
$440K -$17.5K -58 -4%
ST
1680
Sageworth Trust
Pennsylvania
$439K +$451K +1,497 New
SIA
1681
SGL Investment Advisors
Montana
$438K +$13.8K +46 +3%
AIM
1682
Advyzon Investment Management
Illinois
$436K +$8.13K +27 +2%
SWM
1683
Seaside Wealth Management
California
$436K -$2.71K -9 -0.6%
EAM
1684
Evanson Asset Management
California
$435K +$6.62K +22 +2%
XT
1685
XTX Topco
Cayman Islands
$434K -$278K -925 -38%
LIM
1686
Longfellow Investment Management
Massachusetts
$433K +$440K +1,462 +10,443%
TCM
1687
Tandem Capital Management
New Jersey
$433K -$14.1K -47 -3%
FNT
1688
First Nebraska Trust
Nebraska
$432K – – –
IFWM
1689
Institute for Wealth Management
Colorado
$431K -$149K -496 -25%
NPFS
1690
Novak & Powell Financial Services
Florida
$431K +$903 +3 +0.2%
CSIA
1691
Carl Stuart Investment Advisor
Texas
$431K – – –
MCCA
1692
Mill Creek Capital Advisors
Pennsylvania
$431K +$602 +2 +0.1%
FIA
1693
FNY Investment Advisers
New York
$430K +$140K +466 +47%
CWP
1694
CFM Wealth Partners
Texas
$430K – – –
WAL
1695
W Advisors LLC
Tennessee
$429K – – –
AWE
1696
Avidian Wealth Enterprises
Texas
$427K -$18.1K -60 -4%
PWP
1697
Phillips Wealth Planners
Mississippi
$427K +$47K +156 +12%
DE
1698
Diversified Enterprises
Delaware
$427K +$16.3K +54 +4%
GLLW
1699
Graves Light Lenhart Wealth
Virginia
$427K – – –
PIA
1700
Perennial Investment Advisors
California
$425K -$3.91K -13 -0.9%
66 67
68
69 70