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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
1901
First Financial Bankshares
Texas
$235K -$31K -145 -12%
APC
1902
Aspire Private Capital
North Carolina
$235K +$224K +1,050 New
CWA
1903
Centennial Wealth Advisory
Michigan
$235K +$224K +1,049 New
WFA
1904
Websterrogers Financial Advisors
South Carolina
$235K -$1.71K -8 -0.8%
IAS
1905
Integrity Advisory Solutions
Texas
$234K +$223K +1,044 New
PWP
1906
Parkwoods Wealth Partners
New York
$233K +$4.92K +23 +2%
OFG
1907
Oxford Financial Group
Indiana
$233K -$16.7K -78 -7%
AC
1908
Asio Capital
Kentucky
$233K – – –
SPW
1909
Stillwater Private Wealth
Pennsylvania
$232K +$185K +865 New
BWP
1910
BlueStem Wealth Partners
Minnesota
$231K +$221K +1,033 New
RWB
1911
RMR Wealth Builders
New Jersey
$231K +$219K +1,023 New
PFM
1912
Phillips Financial Management
Indiana
$231K -$20.1K -94 -8%
WCM
1913
Wedge Capital Management
North Carolina
$231K -$5.99K -28 -3%
CFCS
1914
CDM Financial Counseling Services
Connecticut
$229K – – –
BFPW
1915
BOK Financial Private Wealth
Colorado
$229K +$1.92K +9 +0.9%
IAAG
1916
Innovative Asset Advisors Group
Connecticut
$229K -$11.3K -53 -5%
CF
1917
Clarity Financial
Texas
$229K +$427 +2 +0.2%
TFA
1918
Transamerica Financial Advisors
Florida
$229K -$865K -4,045 -80%
MAM
1919
McLean Asset Management
Virginia
$229K +$184K +859 New
IRP
1920
Investment Research Partners
Pennsylvania
$228K +$218K +1,018 New
EWM
1921
Elevatus Welath Management
New York
$228K +$217K +1,016 New
GRWP
1922
Green Ridge Wealth Planning
New Jersey
$227K -$15.2K -71 -7%
SAM
1923
Stembrook Asset Management
New Jersey
$227K – – –
MFC
1924
Mechanics Financial Corp
Ohio
$226K +$2.35K +11 +1%
PF
1925
Prosperitas Financial
California
$226K +$215K +1,008 New
75 76
77
78 79