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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1851
COFG Advisors
Illinois
$258K -$3.21K -15 -1%
FMLI
1852
Fukoku Mutual Life Insurance
Japan
$256K – – –
AL
1853
Aspiriant LLC
California
$255K -$18.8K -88 -7%
NWM
1854
Navigate Wealth Management
Alabama
$255K +$214K +1,000 New
SP
1855
SmartHarvest Portfolios
Washington
$255K +$243K +1,139 New
SAM
1856
Summit Asset Management
Tennessee
$255K – – –
NFGCM
1857
Norman Fields Gottscho Capital Management
New York
$254K – – –
LI
1858
LRI Investments
Florida
$254K -$8.98K -42 -4%
VPP
1859
Vertex Planning Partners
Illinois
$254K +$242K +1,133 New
BFA
1860
Brendel Financial Advisors
New Hampshire
$253K – – –
LS
1861
Leelyn Smith
Illinois
$253K +$214 +1 +0.1%
GWANC
1862
Guardian Wealth Advisors (North Carolina)
North Carolina
$252K -$4.49K -21 -2%
BWM
1863
Birchcreek Wealth Management
Ohio
$251K +$240K +1,121 New
GG
1864
GenWealth Group
New Jersey
$250K -$41K -192 -15%
RWM
1865
Rockline Wealth Management
New York
$250K – – –
DI
1866
Disciplined Investors
Texas
$249K -$5.13K -24 -2%
OWP
1867
ORG Wealth Partners
Texas
$249K -$134K -625 -36%
FF
1868
Francis Financial
$249K +$237K +1,111 New
MBC
1869
Michael Brady & Co
Ohio
$248K -$24.6K -115 -9%
BHC
1870
Bull Harbor Capital
Maryland
$248K -$117K -546 -33%
PHS
1871
Pekin Hardy Strauss
Illinois
$247K -$42.8K -200 -15%
AIM
1872
AMI Investment Management
Indiana
$246K – – –
JIG
1873
Junk Investment Group
Maryland
$246K – – –
PCA
1874
Peddock Capital Advisors
Massachusetts
$245K – – –
BFG
1875
Birch Financial Group
New Hampshire
$245K -$87.6K -410 -27%
73 74
75
76 77