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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1701
AR Asset Management
California
$338K – – –
PFGIA
1702
Patriot Financial Group Insurance Agency
Massachusetts
$337K -$423K -1,978 -56%
SC
1703
Sapient Capital
Indiana
$332K -$362K -1,693 -53%
NPFS
1704
Novak & Powell Financial Services
Florida
$332K +$1.07K +5 +0.3%
CAWM
1705
Capital Advisors Wealth Management
Washington
$331K -$214 -1 -0.1%
CWA
1706
Crusonia Wealth Advisors
Colorado
$331K +$2.99K +14 +1%
SFG
1707
Strive Financial Group
Indiana
$331K -$1.04M -4,867 -77%
IAS
1708
Insigneo Advisory Services
Florida
$329K +$40K +187 +15%
AFG
1709
Allegheny Financial Group
Pennsylvania
$329K +$4.92K +23 +2%
CSIA
1710
Carl Stuart Investment Advisor
Texas
$329K – – –
SI
1711
Seeds Investor
New York
$329K +$26.1K +122 +9%
CWP
1712
CFM Wealth Partners
Texas
$328K – – –
PWP
1713
Phillips Wealth Planners
Mississippi
$327K +$37.2K +174 +15%
DE
1714
Diversified Enterprises
Delaware
$327K -$12.6K -59 -4%
WAL
1715
W Advisors LLC
Tennessee
$326K – – –
GLLW
1716
Graves Light Lenhart Wealth
Virginia
$326K – – –
1CP
1717
1015 Capital Partners
Pennsylvania
$325K -$214 -1 -0.1%
SIM
1718
Stratos Investment Management
Ohio
$323K +$38K +178 +14%
NAM
1719
NorthCrest Asset Manangement
Minnesota
$323K +$286K +1,338 New
SI
1720
Scharf Investments
California
$323K -$437K -2,044 -59%
RA
1721
Riversedge Advisors
Delaware
$321K +$306K +1,431 New
MEAC
1722
M.E. Allison & Co
Texas
$320K – – –
CF
1723
Centaurus Financial
California
$320K +$14.7K +69 +5%
IF
1724
Intrua Financial
Texas
$319K +$34.4K +161 +13%
PIM
1725
Progressive Investment Management
Oregon
$318K – – –
67 68
69
70 71