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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1926
Foguth Wealth Management
Michigan
$237K -$32.4K -124 -13%
BFG
1927
Baron Financial Group
New Jersey
$235K +$262 +1 +0.1%
PCFFS
1928
Pacific Center for Financial Services
California
$235K -$6.54K -25 -3%
BLAM
1929
Bourne Lent Asset Management
New York
$235K – – –
LL
1930
LWMG LLC
Minnesota
$235K +$262 +1 +0.1%
MGWA
1931
Monument Group Wealth Advisors
Massachusetts
$235K -$2.62K -10 -1%
SFP
1932
Shepherd Financial Partners
Massachusetts
$235K +$785 +3 +0.4%
BSI
1933
Bennett Selby Investments
Maine
$235K – – –
SLWA
1934
San Luis Wealth Advisors
California
$233K +$220K +843 New
NCM
1935
NCM Capital Management
New Jersey
$233K +$785 +3 +0.4%
FPCG
1936
Forum Private Client Group
Indiana
$232K – – –
SIC
1937
Sterling Investment Counsel
New York
$232K – – –
BWP
1938
Balboa Wealth Partners
Arizona
$232K +$220K +840 New
T
1939
TOBAM
France
$232K – – –
KJHP
1940
K.J. Harrison & Partners
Ontario, Canada
$232K +$208K +797 New
CWS
1941
Confluence Wealth Services
Pennsylvania
$232K -$6.8K -26 -3%
AWA
1942
Amplius Wealth Advisors
Pennsylvania
$231K -$785 -3 -0.4%
EIA
1943
Eldridge Investment Advisors
New Hampshire
$231K -$4.71K -18 -2%
LA
1944
Latitude Advisors
Florida
$231K -$7.06K -27 -3%
NCM
1945
Next Capital Management
New York
$231K -$159K -609 -42%
SHJ
1946
Sharkey, Howes & Javer
Colorado
$231K +$218K +833 New
NEPPG
1947
New England Professional Planning Group
Rhode Island
$231K +$218K +833 New
MPW
1948
Monterey Private Wealth
California
$230K +$217K +831 New
JGIA
1949
Jackson Grant Investment Advisers
Connecticut
$228K +$785 +3 +0.4%
CFG
1950
Carr Financial Group
Massachusetts
$227K +$214K +820 New
76 77
78
79 80