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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1826
Kolinsky Wealth Management
New Jersey
$290K +$2.09K +8 +0.8%
DSA
1827
Droms Strauss Advisors
Missouri
$289K -$91K -348 -25%
TAM
1828
Trillium Asset Management
Massachusetts
$288K – – –
IC
1829
Iconiq Capital
California
$288K +$272K +1,040 New
RFP
1830
Root Financial Partners
California
$287K +$271K +1,038 New
TWM
1831
Tanager Wealth Management
United Kingdom
$287K -$15.2K -58 -5%
LFA
1832
Laraway Financial Advisors
Minnesota
$287K – – –
SCM
1833
Schnieders Capital Management
California
$286K +$270K +1,034 New
NAS
1834
NWF Advisory Services
California
$285K +$11.5K +44 +4%
GPA
1835
Garrison Point Advisors
California
$284K – – –
CPBTD
1836
Central Pacific Bank - Trust Division
Hawaii
$283K +$6.01K +23 +2%
FFG
1837
Fiduciary Financial Group
California
$283K +$11.8K +45 +5%
SP
1838
Stablepoint Partners
Massachusetts
$282K – – –
TFP
1839
Tilia Fiduciary Partners
North Carolina
$282K -$2.62K -10 -1%
JCM
1840
Jag Capital Management
Missouri
$282K -$2.35K -9 -0.9%
CBFP
1841
Cedar Brook Financial Partners
Ohio
$280K -$57.3K -219 -18%
RIM
1842
Reliant Investment Management
Tennessee
$279K – – –
WWM
1843
Waterway Wealth Management
Texas
$277K – – –
MFC
1844
Mechanics Financial Corp
Ohio
$277K – – –
MCM
1845
Mill Capital Management
North Carolina
$277K – – –
SFG
1846
Shum Financial Group
California
$276K +$248K +949 New
TSWM
1847
Tyler-Stone Wealth Management
Ohio
$275K +$133K +508 +105%
RPSA
1848
Richard P. Slaughter Associates
Texas
$275K – – –
CFS
1849
CRA Financial Services
New Jersey
$274K -$45.2K -173 -15%
TBC
1850
Ted Buchan & Co
California
$274K – – –
72 73
74
75 76