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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1901
Centerpoint Advisors
Massachusetts
$36K -$23.3K -108 -40%
CCP
1902
Carmel Capital Partners
California
$34.9K -$61.9K -287 -64%
CWM
1903
CarsonAllaria Wealth Management
Illinois
$32.7K +$216 +1 +0.7%
SSG
1904
Summit Securities Group
New York
$31K +$30K +139 New
TWP
1905
TFO Wealth Partners
Ohio
$30.6K – – –
WSC
1906
Wellington Shields & Co
New York
$30.6K – – –
GKIM
1907
GW&K Investment Management
Massachusetts
$30K +$29.5K +137 New
CAS
1908
Coppell Advisory Solutions
Texas
$29.9K +$29.8K +138 New
SIS
1909
Strategic Investment Solutions
Illinois
$29.4K – – –
RF
1910
Robinswood Financial
Washington
$28.8K +$28.2K +131 New
DWA
1911
Delos Wealth Advisors
Texas
$27.3K – – –
HCP
1912
Hexagon Capital Partners
Arkansas
$26.2K -$4.31K -20 -14%
FMP
1913
Financial Management Professionals
Texas
$26K +$647 +3 +3%
LF
1914
Lee Financial
Texas
$23.9K -$16.4K -76 -41%
SC
1915
Stephens Consulting
Michigan
$23.9K +$216 +1 +0.9%
LFG
1916
Larson Financial Group
Missouri
$23.5K – – –
NOI
1917
Newton One Investments
Delaware
$23.4K +$216 +1 +0.9%
GA
1918
GoalVest Advisory
New York
$23.3K +$22.9K +106 New
JMF
1919
Johnson Midwest Financial
Iowa
$22K – – –
BC
1920
Barrett & Company
Rhode Island
$22K +$21.6K +100 New
RG
1921
Retirement Group
California
$21.1K +$20.7K +96 New
FIA
1922
FNY Investment Advisers
New York
$21K – – –
POIA
1923
Pin Oak Investment Advisors
Texas
$21K – – –
GWSA
1924
Global Wealth Strategies & Associates
Colorado
$20.4K – – –
BCMLT
1925
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K +$10.1K +47 +118%
75 76
77
78 79