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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1901
Act Wealth Management
Texas
$237K – – –
AMCA
1902
Arthur M. Cohen & Associates
Illinois
$237K – – –
IFO
1903
Independent Family Office
New York
$237K – – –
WC
1904
Wynn Capital
Georgia
$237K +$226K +1,057 New
PMFA
1905
Plante Moran Financial Advisors
Michigan
$237K +$3.85K +18 +2%
CPA
1906
Capital Performance Advisors
California
$237K -$166K -777 -42%
LFA
1907
Laraway Financial Advisors
Minnesota
$236K +$21.4K +100 +10%
CA
1908
Carson Advisory
Georgia
$236K +$427 +2 +0.2%
HKIMG
1909
Hutchens & Kramer Investment Management Group
Indiana
$235K -$2.99K -14 -1%
MHC
1910
May Hill Capital
Massachusetts
$235K +$225K +1,051 New
FFB
1911
First Financial Bankshares
Texas
$235K -$31K -145 -12%
APC
1912
Aspire Private Capital
North Carolina
$235K +$224K +1,050 New
CWA
1913
Centennial Wealth Advisory
Michigan
$235K +$224K +1,049 New
WFA
1914
Websterrogers Financial Advisors
South Carolina
$235K -$1.71K -8 -0.8%
IAS
1915
Integrity Advisory Solutions
Texas
$234K +$223K +1,044 New
PWP
1916
Parkwoods Wealth Partners
New York
$233K +$4.92K +23 +2%
OFG
1917
Oxford Financial Group
Indiana
$233K -$16.7K -78 -7%
AC
1918
Asio Capital
Kentucky
$233K – – –
SPW
1919
Stillwater Private Wealth
Pennsylvania
$232K +$185K +865 New
BWP
1920
BlueStem Wealth Partners
Minnesota
$231K +$221K +1,033 New
RWB
1921
RMR Wealth Builders
New Jersey
$231K +$219K +1,023 New
PFM
1922
Phillips Financial Management
Indiana
$231K -$20.1K -94 -8%
WCM
1923
Wedge Capital Management
North Carolina
$231K -$5.99K -28 -3%
CFCS
1924
CDM Financial Counseling Services
Connecticut
$229K – – –
BFPW
1925
BOK Financial Private Wealth
Colorado
$229K +$1.92K +9 +0.9%
75 76
77
78 79