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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1876
Disciplined Investors
Texas
$249K -$5.13K -24 -2%
OWP
1877
ORG Wealth Partners
Texas
$249K -$134K -625 -36%
FF
1878
Francis Financial
$249K +$237K +1,111 New
MBC
1879
Michael Brady & Co
Ohio
$248K -$24.6K -115 -9%
BHC
1880
Bull Harbor Capital
Maryland
$248K -$117K -546 -33%
PHS
1881
Pekin Hardy Strauss
Illinois
$247K -$42.8K -200 -15%
AIM
1882
AMI Investment Management
Indiana
$246K – – –
JIG
1883
Junk Investment Group
Maryland
$246K – – –
PCA
1884
Peddock Capital Advisors
Massachusetts
$245K – – –
BFG
1885
Birch Financial Group
New Hampshire
$245K -$87.6K -410 -27%
BAM
1886
Blueshift Asset Management
New Jersey
$245K +$234K +1,094 New
OL
1887
OneFund LLC
Florida
$244K -$5.13K -24 -2%
RFP
1888
Root Financial Partners
California
$243K +$41.9K +196 +22%
EW
1889
Elyxium Wealth
California
$243K +$232K +1,085 New
TWM
1890
Thrive Wealth Management
Pennsylvania
$243K +$7.91K +37 +4%
EWM
1891
EPG Wealth Management
Georgia
$243K +$1.5K +7 +0.6%
RTC
1892
Real Talk Capital
Tennessee
$242K +$11.5K +54 +5%
CFO
1893
CVA Family Office
Colorado
$242K +$2.14K +10 +0.9%
SP
1894
Saranac Partners
$241K +$230K +1,075 New
IFS
1895
Ifrah Financial Services
Arkansas
$241K +$427 +2 +0.2%
PA
1896
Planning Alternatives
Michigan
$240K +$229K +1,071 New
AOWM
1897
Alpha Omega Wealth Management
Virginia
$240K – – –
AFP
1898
Ausdal Financial Partners
Iowa
$239K -$8.34K -39 -4%
PWM
1899
Partners Wealth Management
California
$238K -$5.77K -27 -2%
SA
1900
Sovran Advisors
California
$237K +$192K +899 New
74 75
76
77 78