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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1876
Blueshift Asset Management
New Jersey
$245K +$234K +1,094 New
OL
1877
OneFund LLC
Florida
$244K -$5.13K -24 -2%
RFP
1878
Root Financial Partners
California
$243K +$41.9K +196 +22%
EW
1879
Elyxium Wealth
California
$243K +$232K +1,085 New
TWM
1880
Thrive Wealth Management
Pennsylvania
$243K +$7.91K +37 +4%
EWM
1881
EPG Wealth Management
Georgia
$243K +$1.5K +7 +0.6%
RTC
1882
Real Talk Capital
Tennessee
$242K +$11.5K +54 +5%
CFO
1883
CVA Family Office
Colorado
$242K +$2.14K +10 +0.9%
SP
1884
Saranac Partners
$241K +$230K +1,075 New
IFS
1885
Ifrah Financial Services
Arkansas
$241K +$427 +2 +0.2%
PA
1886
Planning Alternatives
Michigan
$240K +$229K +1,071 New
AOWM
1887
Alpha Omega Wealth Management
Virginia
$240K – – –
AFP
1888
Ausdal Financial Partners
Iowa
$239K -$8.34K -39 -4%
PWM
1889
Partners Wealth Management
California
$238K -$5.77K -27 -2%
SA
1890
Sovran Advisors
California
$237K +$192K +899 New
AWM
1891
Act Wealth Management
Texas
$237K – – –
AMCA
1892
Arthur M. Cohen & Associates
Illinois
$237K – – –
IFO
1893
Independent Family Office
New York
$237K – – –
WC
1894
Wynn Capital
Georgia
$237K +$226K +1,057 New
PMFA
1895
Plante Moran Financial Advisors
Michigan
$237K +$3.85K +18 +2%
CPA
1896
Capital Performance Advisors
California
$237K -$166K -777 -42%
LFA
1897
Laraway Financial Advisors
Minnesota
$236K +$21.4K +100 +10%
CA
1898
Carson Advisory
Georgia
$236K +$427 +2 +0.2%
HKIMG
1899
Hutchens & Kramer Investment Management Group
Indiana
$235K -$2.99K -14 -1%
MHC
1900
May Hill Capital
Massachusetts
$235K +$225K +1,051 New
74 75
76
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