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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1701
Independent Family Office
New York
$233K – – –
OFG
1702
OmniStar Financial Group
North Carolina
$232K -$3.88K -18 -2%
WAL
1703
W Advisors LLC
Tennessee
$231K – – –
VWM
1704
Valley Wealth Managers
New Jersey
$231K +$1.08K +5 +0.5%
BFS
1705
Bard Financial Services
Connecticut
$231K – – –
ACS
1706
Archford Capital Strategies
Illinois
$230K +$647 +3 +0.3%
RPCONE
1707
Retirement Planning Company of New England
Rhode Island
$230K – – –
ETIA
1708
Epic Trust Investment Advisors
Washington
$230K +$27K +125 +14%
FAM
1709
Family Asset Management
South Carolina
$230K – – –
GWSG
1710
GPS Wealth Strategies Group
Colorado
$229K +$4.31K +20 +2%
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$229K +$1.08K +5 +0.5%
SAF
1712
Smith Anglin Financial
Texas
$228K +$647 +3 +0.3%
MFS
1713
Mirabella Financial Services
United Kingdom
$228K +$224K +1,038 New
EIM
1714
Essex Investment Management
Massachusetts
$228K – – –
VCP
1715
Verus Capital Partners
Arizona
$227K -$14.2K -66 -6%
CA
1716
Carson Advisory
Georgia
$226K +$216 +1 +0.1%
AFG
1717
Atomi Financial Group
New York
$226K +$3.88K +18 +2%
SHWM
1718
Silicon Hills Wealth Management
Texas
$226K – – –
LT
1719
Legacy Trust
Michigan
$226K +$3.23K +15 +1%
GPA
1720
Garrison Point Advisors
California
$225K – – –
DCM
1721
Deuterium Capital Management
Florida
$224K +$219K +1,017 New
KWM
1722
Kolinsky Wealth Management
New Jersey
$222K -$647 -3 -0.3%
TWP
1723
Tower Wealth Partners
Pennsylvania
$222K -$6.25K -29 -3%
AWM
1724
Angeles Wealth Management
California
$222K +$8.84K +41 +4%
VCM
1725
Vigilant Capital Management
Maine
$222K -$37.1K -172 -15%
67 68
69
70 71