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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Compass Wealth Management
Connecticut
$63.8K +$65.6K +267 New
ACA
1927
Atlas Capital Advisors
Wyoming
$62.6K – – –
BWL
1928
Bogart Wealth LLC
Virginia
$60.2K -$6.14K -25 -9%
SFG
1929
Steward Financial Group
Texas
$60K +$62.4K +254 New
OCM
1930
Orion Capital Management
California
$59.7K – – –
GFWA
1931
Grey Fox Wealth Advisors
Delaware
$59.7K +$61.4K +250 New
OWA
1932
One Wealth Advisors
California
$59.3K +$60.9K +248 New
DSC
1933
Duncker Streett & Co
Missouri
$59K – – –
BSWA
1934
Bromfield Sneider Wealth Advisors
Massachusetts
$58.8K – – –
RDFA
1935
Ritter Daniher Financial Advisory
Ohio
$58.8K – – –
FCT
1936
First Community Trust
Iowa
$57K – – –
SIS
1937
Sound Income Strategies
Florida
$56.6K +$1.23K +5 +2%
BIA
1938
Bell Investment Advisors
California
$56.4K +$6.38K +26 +12%
RTL
1939
Red Tortoise LLC
Georgia
$55.9K +$57.5K +234 New
CTB
1940
Country Trust Bank
Illinois
$55.2K -$66K -269 -54%
CMP
1941
Coston McIsaac & Partners
Maine
$54K – – –
HCP
1942
Hexagon Capital Partners
Arkansas
$53K -$10.6K -43 -16%
FCG
1943
Financial Connections Group
California
$53K – – –
RAM
1944
Riggs Asset Management
Pennsylvania
$52.3K – – –
FPFS
1945
First Personal Financial Services
North Carolina
$51.8K -$7.37K -30 -12%
SC
1946
Seldon Capital
California
$51.4K – – –
PP
1947
PrairieView Partners
Minnesota
$51K +$4.67K +19 +10%
OA
1948
Operose Advisors
Wisconsin
$50.2K -$18.4K -75 -26%
APC
1949
Aspire Private Capital
North Carolina
$49.8K -$4.91K -20 -9%
CAC
1950
Core Alternative Capital
Georgia
$49.7K +$2.46K +10 +5%
76 77
78
79 80