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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
1776
B.O.S.S. Retirement Advisors
Utah
$384K +$388K +1,313 New
CFG
1777
Certior Financial Group
Pennsylvania
$384K +$387K +1,310 New
MCM
1778
M1 Capital Management
Michigan
$383K +$387K +1,308 New
BMWM
1779
Brown Miller Wealth Management
Virginia
$381K – – –
KTC
1780
Kentucky Trust Company
Kentucky
$381K +$384K +1,300 New
SWMG
1781
Sanchez Wealth Management Group
Florida
$380K +$2.07K +7 +0.5%
WSWA
1782
Warren Street Wealth Advisors
California
$380K +$16.3K +55 +4%
FGA
1783
Fortis Group Advisors
New Jersey
$379K -$7.39K -25 -2%
RSWA
1784
Robinson Smith Wealth Advisors
Maine
$379K – – –
FSA
1785
Financial Security Advisor
Virginia
$378K +$1.18K +4 +0.3%
DA
1786
Drake & Associates
Wisconsin
$375K +$362K +1,225 New
GWANC
1787
Guardian Wealth Advisors (North Carolina)
North Carolina
$375K +$48.2K +163 +15%
FFA
1788
First Foundation Advisors
California
$374K -$51.7K -175 -12%
AA
1789
Alesco Advisors
New York
$374K -$5.62K -19 -1%
LFP
1790
Leeward Financial Partners
Washington
$373K -$5.91K -20 -2%
LWM
1791
LongView Wealth Management
Georgia
$371K +$1.48K +5 +0.4%
AA
1792
Armis Advisers
Georgia
$370K +$374K +1,264 New
GWA
1793
GGM Wealth Advisors
Maryland
$369K -$265K -897 -42%
ORC
1794
O'Rourke & Company
Massachusetts
$369K – – –
VCP
1795
Verus Capital Partners
Arizona
$368K +$25.1K +85 +7%
CWM
1796
Centurion Wealth Management
Virginia
$368K +$887 +3 +0.2%
MCA
1797
Maryland Capital Advisors
Maryland
$366K – – –
FCT
1798
Family Capital Trust
Massachusetts
$366K – – –
TWM
1799
Thrive Wealth Management
Pennsylvania
$366K +$24.2K +82 +7%
CWM
1800
Cahaba Wealth Management
Georgia
$365K +$1.18K +4 +0.3%
70 71
72
73 74