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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1876
Archford Capital Strategies
Illinois
$236K +$48.6K +212 +22%
CFGSD
1877
Compass Financial Group (South Dakota)
South Dakota
$236K – – –
IWM
1878
Integris Wealth Management
California
$235K – – –
FCM
1879
Fourpath Capital Management
Oklahoma
$235K +$2.29K +10 +0.9%
AP
1880
Arlington Partners
Alabama
$235K +$265K +1,155 New
OWP
1881
Obermeyer Wealth Partners
Colorado
$234K -$22.5K -98 -8%
GWANC
1882
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K -$12.6K -55 -5%
DIA
1883
Dana Investment Advisors
Wisconsin
$232K -$92.2K -402 -26%
FMLI
1884
Fukoku Mutual Life Insurance
Japan
$232K – – –
DI
1885
Disciplined Investors
Texas
$231K +$7.11K +31 +3%
SAM
1886
Summit Asset Management
Tennessee
$231K – – –
FWP
1887
Falcon Wealth Planning
California
$231K +$53K +231 +25%
PWMG
1888
Private Wealth Management Group
New Jersey
$231K -$42.2K -184 -14%
NFGCM
1889
Norman Fields Gottscho Capital Management
New York
$231K – – –
BFG
1890
Beacon Financial Group
Texas
$230K -$32.1K -140 -11%
GCM
1891
G2 Capital Management
Ohio
$230K +$259K +1,131 New
BFA
1892
Brendel Financial Advisors
New Hampshire
$230K – – –
LS
1893
Leelyn Smith
Illinois
$229K +$259K +1,129 New
PFM
1894
Phillips Financial Management
Indiana
$229K -$37.6K -164 -13%
OFG
1895
Oxford Financial Group
Indiana
$227K -$377K -1,645 -60%
RWM
1896
Rockline Wealth Management
New York
$227K -$2.91M -12,700 -92%
4WM
1897
49 Wealth Management
Texas
$225K -$5.27K -23 -2%
AFP
1898
Ausdal Financial Partners
Iowa
$224K +$29.6K +129 +13%
OL
1899
OneFund LLC
Florida
$224K -$11.7K -51 -4%
PCS
1900
Personal CFO Solutions
New Jersey
$224K -$25.5K -111 -9%
74 75
76
77 78