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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1801
Foster Group
Iowa
$255K +$246 +1 +0.1%
BBW
1802
Blue Barn Wealth
Utah
$254K +$25.5K +104 +11%
CWM
1803
Chesapeake Wealth Management
Virginia
$253K +$20.9K +85 +9%
CH
1804
Cromwell Holdings
Wyoming
$253K +$259K +1,055 New
AMCA
1805
Arthur M. Cohen & Associates
Illinois
$253K – – –
IFO
1806
Independent Family Office
New York
$253K – – –
WC
1807
Waterloo Capital
Texas
$252K +$24.1K +98 +10%
LT
1808
Legacy Trust
Michigan
$252K +$1.23K +5 +0.5%
AFG
1809
ABLE Financial Group
Arizona
$252K -$52K -212 -17%
BFS
1810
Bard Financial Services
Connecticut
$251K – – –
DSAM
1811
Dock Street Asset Management
Florida
$251K – – –
FMB
1812
Field & Main Bank
Kentucky
$251K -$18.4K -75 -7%
TAM
1813
Trillium Asset Management
Massachusetts
$249K -$24.3K -99 -9%
DIA
1814
Dana Investment Advisors
Wisconsin
$249K -$4.67K -19 -2%
RCM
1815
Raleigh Capital Management
North Carolina
$249K +$222K +903 +654%
KWM
1816
Kolinsky Wealth Management
New Jersey
$248K -$246 -1 -0.1%
WDC
1817
Woodward Diversified Capital
California
$248K +$255K +1,038 New
LFA
1818
Laraway Financial Advisors
Minnesota
$247K – – –
MCA
1819
MSH Capital Advisors
Arizona
$247K -$54.8K -223 -18%
H
1820
HoyleCohen
California
$247K -$3.68K -15 -1%
TFP
1821
Tilia Fiduciary Partners
North Carolina
$246K -$16.7K -68 -6%
JCM
1822
Jag Capital Management
Missouri
$245K +$246 +1 +0.1%
BTWM
1823
Baker Tilly Wealth Management
Wisconsin
$245K -$268K -1,092 -52%
GPA
1824
Garrison Point Advisors
California
$245K – – –
CIC
1825
Cornercap Investment Counsel
Georgia
$244K -$4.91K -20 -2%
71 72
73
74 75