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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
1726
RE Dickinson Investment Advisors
Iowa
$294K – – –
PF
1727
Phoenix Financial
Israel
$292K +$9.08K +37 +3%
JSW
1728
Journey Strategic Wealth
New Jersey
$291K +$299K +1,219 New
LWA
1729
Lowe Wealth Advisors
Maryland
$290K – – –
WA
1730
Wambolt & Associates
Colorado
$290K -$7.61K -31 -2%
SFG
1731
Sunburst Financial Group
Alabama
$289K – – –
IA
1732
IMZ Advisory
Florida
$288K +$1.47K +6 +0.5%
VCP
1733
Verus Capital Partners
Arizona
$288K +$8.35K +34 +3%
TWM
1734
Thrive Wealth Management
Pennsylvania
$287K +$34.6K +141 +13%
SW
1735
SteelPeak Wealth
California
$287K -$17.2K -70 -6%
FNBSF
1736
First National Bank Sioux Falls
South Dakota
$286K – – –
TC
1737
Tacita Capital
Ontario, Canada
$286K – – –
LKIM
1738
Lawson Kroeker Investment Management
Nebraska
$286K – – –
STAS
1739
Strong Tower Advisory Services
Minnesota
$286K +$294K +1,198 New
PA
1740
Parkside Advisors
California
$286K – – –
IF
1741
Insight Folios
North Carolina
$285K -$491 -2 -0.2%
MIS
1742
Morningstar Investment Services
Illinois
$283K +$57K +232 +24%
9WM
1743
9258 Wealth Management
Ohio
$283K +$18.7K +76 +7%
AL
1744
Aspiriant LLC
California
$282K -$105K -426 -27%
IPWA
1745
International Private Wealth Advisors
California
$282K +$28.5K +116 +11%
CB
1746
Centennial Bank
Arkansas
$281K – – –
DWAM
1747
Duncan Williams Asset Management
Tennessee
$280K +$1.72K +7 +0.6%
PWP
1748
Phillips Wealth Planners
Mississippi
$279K -$9.57K -39 -3%
SCM
1749
Stonehearth Capital Management
Massachusetts
$278K – – –
CFS
1750
CRA Financial Services
New Jersey
$278K – – –
68 69
70
71 72