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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1826
TFR Capital
Texas
$256K +$289K +1,261 New
PFG
1827
Putney Financial Group
California
$256K -$34.4K -150 -11%
ORC
1828
O'Rourke & Company
Massachusetts
$256K – – –
AFG
1829
ABLE Financial Group
Arizona
$255K -$11.5K -50 -4%
MCM
1830
Marathon Capital Management
Maryland
$255K +$288K +1,257 New
CCA
1831
Childress Capital Advisors
Texas
$255K -$51.6K -225 -15%
XWL
1832
XXI Wealth LLC
Illinois
$255K +$287K +1,253 New
GSC
1833
G&S Capital
Colorado
$253K +$7.11K +31 +3%
CASB
1834
Cape Ann Savings Bank
Massachusetts
$253K -$1.83K -8 -0.6%
AHB
1835
Abner Herrman & Brock
New Jersey
$252K -$1.79M -7,800 -86%
OIS
1836
OneAscent Investment Solutions
Alabama
$252K +$1.83K +8 +0.6%
IA
1837
IMZ Advisory
Florida
$252K +$1.83K +8 +0.7%
AL
1838
Aspiriant LLC
California
$250K -$882K -3,845 -76%
CFGW
1839
Chancellor Financial Group WB
Pennsylvania
$250K -$2.29K -10 -0.8%
PA
1840
Perennial Advisors
New York
$249K -$3.44K -15 -1%
BAM
1841
Beaumont Asset Management
Texas
$249K -$22.9K -100 -8%
LWM
1842
LongView Wealth Management
Georgia
$248K -$4.13K -18 -1%
MBC
1843
Michael Brady & Co
Ohio
$248K -$17.2K -75 -6%
DSAM
1844
Dock Street Asset Management
Florida
$248K +$63.7K +278 +29%
SCM
1845
Stevens Capital Management
Pennsylvania
$248K +$280K +1,219 New
FC
1846
FCA Corp
Texas
$248K -$5.73K -25 -2%
SWM
1847
Seaside Wealth Management
California
$247K -$62.6K -273 -18%
GWP
1848
Gateway Wealth Partners
Wisconsin
$246K +$278K +1,213 New
IIL
1849
Income Insurance Ltd
$246K – – –
MCM
1850
McRae Capital Management
New Jersey
$246K -$33.7K -147 -11%
72 73
74
75 76