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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1726
Pure Financial Advisors
California
$413K +$117K +388 +38%
SWMG
1727
Signature Wealth Management Group
Georgia
$413K -$13.2K -44 -3%
CAS
1728
Coppell Advisory Solutions
Texas
$413K +$56K +186 +15%
RFP
1729
Root Financial Partners
California
$412K +$201K +668 +91%
HIC
1730
Holderness Investments Company
North Carolina
$412K – – –
MAWA
1731
Moss Adams Wealth Advisors
Washington
$411K – – –
CF
1732
Centaurus Financial
California
$411K +$602 +2 +0.1%
BIM
1733
Barton Investment Management
Pennsylvania
$411K – – –
SFG
1734
SNS Financial Group
Minnesota
$410K – – –
TF
1735
Tudor Financial
Ohio
$407K +$301 +1 +0.1%
DMBA
1736
Deseret Mutual Benefit Administrators
Utah
$406K +$19.3K +64 +5%
OL
1737
Optas LLC
Texas
$406K +$62.3K +207 +18%
PCS
1738
Personal CFO Solutions
New Jersey
$405K -$97.2K -323 -19%
HWA
1739
Heartwood Wealth Advisors
Virginia
$400K – – –
CA
1740
Continuum Advisory
Idaho
$400K +$45.4K +151 +12%
SIC
1741
Sigma Investment Counselors
Michigan
$399K – – –
PS
1742
Portfolio Strategies
New York
$397K – – –
GFP
1743
Gryphon Financial Partners
Ohio
$395K -$72.2K -240 -15%
GWM
1744
Gibbs Wealth Management
Georgia
$395K -$72.5K -241 -15%
APG
1745
Abacus Planning Group
South Carolina
$395K -$14.1K -47 -3%
SIM
1746
Synergy Investment Management
Florida
$394K – – –
GIP
1747
Greatmark Investment Partners
Georgia
$394K -$45.1K -150 -10%
OFO
1748
OneAscent Family Office
Alabama
$392K +$29.5K +98 +8%
PWP
1749
Private Wealth Partners
California
$392K – – –
SNWA
1750
Siligmueller & Norvid Wealth Advisors
Illinois
$391K +$401K +1,333 New
68 69
70
71 72