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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1801
OneFund LLC
Florida
$256K +$3.93K +16 +2%
LAM
1802
Lewis Asset Management
California
$256K +$246 +1 +0.1%
FG
1803
Foster Group
Iowa
$255K +$246 +1 +0.1%
BBW
1804
Blue Barn Wealth
Utah
$254K +$25.5K +104 +11%
CWM
1805
Chesapeake Wealth Management
Virginia
$253K +$20.9K +85 +9%
CH
1806
Cromwell Holdings
Wyoming
$253K +$259K +1,055 New
AMCA
1807
Arthur M. Cohen & Associates
Illinois
$253K – – –
IFO
1808
Independent Family Office
New York
$253K – – –
WC
1809
Waterloo Capital
Texas
$252K +$24.1K +98 +10%
LT
1810
Legacy Trust
Michigan
$252K +$1.23K +5 +0.5%
AFG
1811
ABLE Financial Group
Arizona
$252K -$52K -212 -17%
BFS
1812
Bard Financial Services
Connecticut
$251K – – –
DSAM
1813
Dock Street Asset Management
Florida
$251K – – –
FMB
1814
Field & Main Bank
Kentucky
$251K -$18.4K -75 -7%
TAM
1815
Trillium Asset Management
Massachusetts
$249K -$24.3K -99 -9%
DIA
1816
Dana Investment Advisors
Wisconsin
$249K -$4.67K -19 -2%
RCM
1817
Raleigh Capital Management
North Carolina
$249K +$222K +903 +654%
KWM
1818
Kolinsky Wealth Management
New Jersey
$248K -$246 -1 -0.1%
WDC
1819
Woodward Diversified Capital
California
$248K +$255K +1,038 New
LFA
1820
Laraway Financial Advisors
Minnesota
$247K – – –
MCA
1821
MSH Capital Advisors
Arizona
$247K -$54.8K -223 -18%
H
1822
HoyleCohen
California
$247K -$3.68K -15 -1%
TFP
1823
Tilia Fiduciary Partners
North Carolina
$246K -$16.7K -68 -6%
JCM
1824
Jag Capital Management
Missouri
$245K +$246 +1 +0.1%
BTWM
1825
Baker Tilly Wealth Management
Wisconsin
$245K -$268K -1,092 -52%
71 72
73
74 75