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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1926
Advisornet Financial
Minnesota
$280K -$4.82K -16 -2%
LFA
1927
Laraway Financial Advisors
Minnesota
$280K – – –
LIG
1928
Lokken Investment Group
Delaware
$280K +$602 +2 +0.2%
DSAM
1929
Dock Street Asset Management
Florida
$279K -$30.1K -100 -10%
KFP
1930
KMG Fiduciary Partners
Ohio
$279K – – –
CB
1931
CNB Bank
Pennsylvania
$278K – – –
KF
1932
Krilogy Financial
Missouri
$278K +$322K +1,070 New
WI
1933
Wedgewood Investors
Pennsylvania
$277K – – –
TWP
1934
Tower Wealth Partners
Pennsylvania
$276K +$14.1K +47 +5%
SCP
1935
Seizert Capital Partners
Michigan
$276K – – –
HW
1936
HORAN Wealth
Ohio
$275K -$3.85M -12,802 -93%
CWA
1937
Crux Wealth Advisors
California
$274K -$59.9K -199 -18%
EWS
1938
Evergreen Wealth Solutions
Pennsylvania
$274K -$10.5K -35 -4%
HFS
1939
Heritage Financial Services
Massachusetts
$274K -$1.5K -5 -0.5%
CPA
1940
Cardiff Park Advisors
California
$273K +$40.6K +135 +17%
WCM
1941
Whitener Capital Management
North Carolina
$271K – – –
4WM
1942
49 Wealth Management
Texas
$271K -$9.03K -30 -3%
STFP
1943
Signal Tree Financial Partners
Ohio
$270K – – –
MMA
1944
Mizuho Markets Americas
New York
$270K +$19.3K +64 +7%
GG
1945
GenWealth Group
New Jersey
$270K +$62.6K +208 +29%
RA
1946
Rodgers & Associates
Pennsylvania
$269K – – –
ATS
1947
Ashton Thomas Securities
New York
$269K +$9.63K +32 +4%
TFP
1948
Tilia Fiduciary Partners
North Carolina
$268K -$15K -50 -5%
AWAG
1949
ARS Wealth Advisors Group
Florida
$268K – – –
LC
1950
Landaas & Company
Wisconsin
$267K – – –
76 77
78
79 80