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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
1851
Nalls Sherbakoff Group
Tennessee
$245K – – –
CFS
1852
Commonwealth Financial Services
West Virginia
$245K +$27.3K +119 +11%
PWP
1853
Phillips Wealth Planners
Mississippi
$245K -$44K -192 -14%
CAL
1854
Capital Analysts LLC
Pennsylvania
$244K +$32.1K +140 +13%
GA
1855
Goldstein Advisors
Wisconsin
$244K -$917 -4 -0.3%
TC
1856
Tacita Capital
Ontario, Canada
$244K – – –
WIA
1857
Westbourne Investment Advisors
Maryland
$244K – – –
MGIA
1858
Matthew Goff Investment Advisor
Texas
$244K +$44.3K +193 +19%
FFB
1859
First Financial Bankshares
Texas
$243K -$459 -2 -0.2%
MFS
1860
Madrona Financial Services
Washington
$241K +$7.57K +33 +3%
SFO
1861
Stokes Family Office
Louisiana
$241K -$128K -558 -32%
OL
1862
Optas LLC
Texas
$240K -$131K -573 -33%
WCFA
1863
Walkner Condon Financial Advisors
Wisconsin
$240K -$5.27K -23 -2%
AWM
1864
Austin Wealth Management
Texas
$240K -$5.5K -24 -2%
SFG
1865
SNS Financial Group
Minnesota
$240K -$14.9K -65 -5%
CB
1866
Centennial Bank
Arkansas
$239K – – –
CVM
1867
Cheviot Value Management
California
$239K – – –
LI
1868
LRI Investments
Florida
$239K +$15.8K +69 +6%
PC
1869
PCB Capital
New Jersey
$239K +$269K +1,174 New
GWAM
1870
Guardian Wealth Advisors (Minnesota)
Minnesota
$238K +$16.3K +71 +6%
SFG
1871
Sunburst Financial Group
Alabama
$238K -$29.8K -130 -10%
CA
1872
COFG Advisors
Illinois
$237K -$9.63K -42 -3%
APG
1873
Abacus Planning Group
South Carolina
$237K -$32.3K -141 -11%
MWA
1874
Martel Wealth Advisors
Washington
$237K +$17.9K +78 +7%
AT
1875
American Trust
Kentucky
$237K -$4.36K -19 -2%
73 74
75
76 77