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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1901
Commonwealth Financial Services
West Virginia
$280K -$34.6K -130 -11%
IFS
1902
Ifrah Financial Services
Arkansas
$279K -$7.45K -28 -3%
GRWP
1903
Green Ridge Wealth Planning
New Jersey
$279K +$289K +1,084 New
OF
1904
Optimize Financial
California
$278K +$3.19K +12 +1%
BW
1905
Blalock Williams
Alabama
$277K -$41K -154 -13%
AWM
1906
Allen Wealth Management
North Carolina
$275K – – –
CH
1907
Cromwell Holdings
Wyoming
$273K – – –
AWM
1908
Act Wealth Management
Texas
$273K – – –
AOWM
1909
Alpha Omega Wealth Management
Virginia
$273K – – –
AMCA
1910
Arthur M. Cohen & Associates
Illinois
$273K – – –
IFO
1911
Independent Family Office
New York
$272K – – –
CAL
1912
Capital Analysts LLC
Pennsylvania
$272K +$266 +1 +0.1%
FFA
1913
First Foundation Advisors
California
$271K +$8.79K +33 +3%
AP
1914
Advisors Preferred
Maryland
$271K +$69.7K +262 +32%
CA
1915
Carson Advisory
Georgia
$270K +$266 +1 +0.1%
NAS
1916
NWF Advisory Services
California
$270K +$9.58K +36 +4%
PWAM
1917
Papamarkou Wellner Asset Management
New York
$270K +$2.66K +10 +1%
SCM
1918
Stonehearth Capital Management
Massachusetts
$269K – – –
SW
1919
SteelPeak Wealth
California
$267K -$126K -473 -31%
PMFA
1920
Plante Moran Financial Advisors
Michigan
$267K -$1.86K -7 -0.7%
BC
1921
Bayforest Capital
United Kingdom
$267K -$228K -855 -45%
CPBTD
1922
Central Pacific Bank - Trust Division
Hawaii
$267K +$39.7K +149 +17%
AC
1923
Asio Capital
Kentucky
$267K – – –
CWM
1924
Cahaba Wealth Management
Georgia
$267K +$532 +2 +0.2%
SCM
1925
Schnieders Capital Management
California
$266K -$59.9K -225 -18%
75 76
77
78 79