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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
2026
Keystone Wealth Services
California
– -$202K -820 Closed
SICM
2027
Sustainable Insight Capital Management
New York
– -$201K -814 Closed
VWA
2028
V Wealth Advisors
Kansas
– -$200K -813 Closed
SFM
2029
Signet Financial Management
New Jersey
– -$159K -644 Closed
TC
2030
TAP Consulting
Missouri
– -$94K -379 Closed
DWA
2031
Dougherty Wealth Advisers
Minnesota
– -$92K -374 Closed
EWM
2032
Edge Wealth Management
New York
– -$79K -320 Closed
WFS
2033
Widmann Financial Services
Maryland
– -$75K -305 Closed
TCWM
2034
Total Clarity Wealth Management
Illinois
– -$61K -246 Closed
HFS
2035
Hantz Financial Services
Michigan
– -$58K -234 Closed
RWA
2036
RGT Wealth Advisors
Texas
– -$57K -230 Closed
TLFA
2037
True Link Financial Advisors
California
– -$28K -114 Closed
FPWM
2038
FSB Premier Wealth Management
Iowa
– -$24K -100 Closed
AIM
2039
AHL Investment Management
Florida
– -$20K -80 Closed
WWMSC
2040
Wagner Wealth Management (South Carolina)
South Carolina
– -$16K -65 Closed
TC
2041
Truvestments Capital
Florida
– -$15K -59 Closed
CFCI
2042
Comprehensive Financial Consultants Institutional
Indiana
– -$11K -56 Closed
FFWM
2043
Future Financial Wealth Management
Ohio
– -$12K -49 Closed
BC
2044
Barnett & Company
Tennessee
– -$11K -45 Closed
AS
2045
Altshuler Shaham
Israel
– -$8K -32 Closed
KFP
2046
KB Financial Partners
New Jersey
– -$2K -10 Closed
MBFW
2047
Morton Brown Family Wealth
Pennsylvania
– -$1K -4 Closed
TFA
2048
Transamerica Financial Advisors
Florida
– -$1K -3 Closed
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