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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1726
Cooper Financial Group
California
$303K +$52K +227 +18%
CLIP
1727
Colter Lewis Investment Partners
Connecticut
$303K +$339K +1,478 New
EA
1728
Everpar Advisors
Oklahoma
$303K -$23.6K -103 -6%
PCP
1729
Proficio Capital Partners
Massachusetts
$303K +$1.38K +6 +0.4%
TWM
1730
TRB Wealth Management
Texas
$302K +$338K +1,475 New
NA
1731
Nordwand Advisors
Pennsylvania
$302K -$394K -1,720 -54%
CAWM
1732
Capital Advisors Wealth Management
Washington
$301K -$22.5K -98 -6%
NPFS
1733
Novak & Powell Financial Services
Florida
$300K +$917 +4 +0.3%
CSIA
1734
Carl Stuart Investment Advisor
Texas
$298K – – –
CWP
1735
CFM Wealth Partners
Texas
$298K – – –
CWA
1736
Crusonia Wealth Advisors
Colorado
$297K +$11.7K +51 +4%
SIG
1737
Sargent Investment Group
Maryland
$296K +$24.3K +106 +8%
WAL
1738
W Advisors LLC
Tennessee
$296K +$1.83K +8 +0.6%
CWP
1739
Concord Wealth Partners
Virginia
$295K -$1.87M -8,157 -85%
GLLW
1740
Graves Light Lenhart Wealth
Virginia
$295K – – –
FNT
1741
First Nebraska Trust
Nebraska
$295K – – –
1CP
1742
1015 Capital Partners
Pennsylvania
$295K -$1.38K -6 -0.4%
AFG
1743
Allegheny Financial Group
Pennsylvania
$294K -$917 -4 -0.3%
SF
1744
Sun Financial
Utah
$293K -$17.4K -76 -5%
ZBNA
1745
Zions Bancorporation, National Association
Utah
$293K -$441K -1,923 -57%
OAS
1746
Optivise Advisory Services
Tennessee
$292K -$27.3K -119 -8%
WPW
1747
Waldron Private Wealth
Pennsylvania
$290K -$1.83K -8 -0.6%
MEAC
1748
M.E. Allison & Co
Texas
$290K – – –
MWPCG
1749
Measured Wealth Private Client Group
New Hampshire
$290K -$1.15K -5 -0.3%
GWM
1750
Goldenstone Wealth Management
California
$290K – – –
68 69
70
71 72