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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
Goldenstone Wealth Management
California
$367K +$379K +1,425 New
SC
1752
Sapient Capital
Indiana
$366K +$29.8K +112 +9%
WIA
1753
Wetzel Investment Advisors
Indiana
$366K +$532 +2 +0.1%
CWS
1754
Cypress Wealth Services
California
$365K +$42.1K +158 +13%
PIM
1755
Progressive Investment Management
Oregon
$365K – – –
WFI
1756
West Family Investments
California
$364K -$206K -772 -35%
BC
1757
Brio Consultants
California
$364K +$32.5K +122 +9%
CWA
1758
Crusonia Wealth Advisors
Colorado
$363K +$376K +1,412 New
PFG
1759
Putney Financial Group
California
$363K – – –
MIM
1760
Marco Investment Management
Georgia
$362K – – –
LCGC
1761
Legacy Capital Group California
California
$362K -$2.4K -9 -0.6%
HIC
1762
Holderness Investments Company
North Carolina
$361K – – –
CPA
1763
Capital Performance Advisors
California
$360K +$144K +541 +63%
BIM
1764
Barton Investment Management
Pennsylvania
$360K – – –
FWI
1765
Facet Wealth Inc
Maryland
$360K +$382K +1,435 New
OWM
1766
OneAscent Wealth Management
Alabama
$360K -$229K -859 -38%
CF
1767
Centaurus Financial
California
$357K -$3.19K -12 -0.9%
WA
1768
Westfuller Advisors
New York
$355K -$10.6K -40 -3%
LCWP
1769
Legacy Capital Wealth Partners
Arkansas
$354K +$366K +1,376 New
FFG
1770
Fiduciary Financial Group
California
$353K +$29.3K +110 +9%
BWFA
1771
Baltimore-Washington Financial Advisors
Maryland
$352K -$14.6K -55 -4%
OCG
1772
Opus Capital Group
Ohio
$351K -$53.2K -200 -13%
HWA
1773
Heartwood Wealth Advisors
Virginia
$351K – – –
MCM
1774
McRae Capital Management
New Jersey
$349K -$90K -338 -20%
FNBOMD
1775
First National Bank of Mount Dora
Florida
$349K +$6.66K +25 +2%
69 70
71
72 73