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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1926
First Community Trust
Iowa
$57.3K – – –
VAG
1927
VisionPoint Advisory Group
Texas
$57K +$44.1K +181 +323%
RTL
1928
Red Tortoise LLC
Georgia
$56.9K +$488 +2 +0.9%
PP
1929
PrairieView Partners
Minnesota
$55K -$488 -2 -0.9%
CMP
1930
Coston McIsaac & Partners
Maine
$55K – – –
CCP
1931
Carmel Capital Partners
California
$54.9K +$16.8K +69 +43%
RDFA
1932
Ritter Daniher Financial Advisory
Ohio
$53.2K -$6.1K -25 -10%
FCG
1933
Financial Connections Group
California
$53K – – –
DSC
1934
Duncker Streett & Co
Missouri
$51K -$2.93K -12 -5%
PCA
1935
Providence Capital Advisors
North Carolina
$49.8K +$1.71K +7 +4%
CFFP
1936
Center for Financial Planning
Michigan
$49.3K -$2.44K -10 -5%
BIA
1937
Bell Investment Advisors
California
$49.1K -$3.41K -14 -6%
RFA
1938
Resurgent Financial Advisors
Georgia
$48.1K -$41.5K -170 -46%
CP
1939
Castleview Partners
Texas
$48.1K – – –
MSFP
1940
Mark Sheptoff Financial Planning
Connecticut
$48.1K – – –
RAM
1941
Riggs Asset Management
Pennsylvania
$48.1K – – –
TCCM
1942
Timber Creek Capital Management
Massachusetts
$48.1K – – –
RG
1943
Retirement Group
California
$47.3K +$24.6K +101 +105%
FPFS
1944
First Personal Financial Services
North Carolina
$44.3K – – –
SIS
1945
Sound Income Strategies
Florida
$43.8K -$3.66K -15 -8%
BSWA
1946
Bromfield Sneider Wealth Advisors
Massachusetts
$43.5K -$15.8K -65 -26%
IFAM
1947
Institutional & Family Asset Management
Colorado
$42.6K – – –
SWA
1948
SOA Wealth Advisors
New York
$41.7K – – –
RCM
1949
Raleigh Capital Management
North Carolina
$41.7K +$21.7K +89 +106%
CWM
1950
Cedar Wealth Management
California
$40.2K – – –
76 77
78
79 80