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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1926
CNB Bank
Pennsylvania
$18.9K -$10.8K -50 -37%
FSWA
1927
Financial Synergies Wealth Advisors
Texas
$18.9K +$431 +2 +2%
PP
1928
PFS Partners
New Jersey
$18.9K +$5.82K +27 +46%
RCM
1929
Raleigh Capital Management
North Carolina
$18.6K -$84.5K -392 -82%
FAM
1930
Fred Alger Management
New York
$18.2K -$57.6K -267 -76%
RWM
1931
Raffa Wealth Management
District of Columbia
$17.6K – – –
IPW
1932
Impact Partnership Wealth
Georgia
$17.1K +$16.8K +78 New
WTG
1933
West Tower Group
Virginia
$17.1K +$16.8K +78 New
BWA
1934
BDO Wealth Advisors
Florida
$16.5K +$15.1K +70 +1,400%
LFA
1935
Legend Financial Advisors
Pennsylvania
$16.3K – – –
BG
1936
Bollard Group
Massachusetts
$16K +$16.2K +75 New
NC
1937
NewSquare Capital
Pennsylvania
$15.8K – – –
RA
1938
Rise Advisors
New York
$14.8K -$7.98K -37 -36%
LFASL
1939
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$14.4K +67 New
AWM
1940
Abound Wealth Management
Tennessee
$14.3K +$2.37K +11 +20%
EDRH
1941
Edmond de Rothschild Holding
Switzerland
$13.6K – – –
VF
1942
VitalStone Financial
Texas
$13K – – –
TC
1943
Truvestments Capital
Florida
$13K – – –
VAG
1944
VisionPoint Advisory Group
Texas
$12.3K +$12.1K +56 New
PAG
1945
Paladin Advisory Group
Iowa
$12.3K – – –
CJL
1946
Cyrus J. Lawrence
New York
$12K – – –
TFGT
1947
TS Financial Group (TSFG)
Illinois
$11K +$431 +2 +4%
OLVIG
1948
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8K – – –
TAM
1949
Tucker Asset Management
Colorado
$10.3K -$3.23K -15 -24%
FA
1950
Fiduciary Alliance
South Carolina
$9.45K +$9.27K +43 New
76 77
78
79 80