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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2026
Moisand Fitzgerald Tamayo
Florida
$7.88K +$2.95K +12 +57%
JFG
2027
JDM Financial Group
Texas
$7.17K +$7.37K +30 New
RFS
2028
Retirement Financial Solutions
Tennessee
$7.17K +$7.37K +30 New
SCA
2029
Stuart Chaussee & Associates
California
$6.69K – – –
TCM
2030
TD Capital Management
Tennessee
$6.45K +$6.63K +27 New
WAM
2031
Worth Asset Management
Texas
$6.21K – – –
GAG
2032
Goodman Advisory Group
Massachusetts
$6K – – –
NF
2033
Norwood Financial
Pennsylvania
$5.97K – – –
CA
2034
Corrado Advisors
New Jersey
$5.49K +$5.65K +23 New
BCPWM
2035
Bradley & Co Private Wealth Management
Florida
$5.25K – – –
EAM
2036
Eukles Asset Management
Ohio
$5K – – –
WWM
2037
Wolff Wiese Magana
California
$4.54K – – –
WWP
2038
WR Wealth Planners
Missouri
$4.54K – – –
CCM
2039
Cribstone Capital Management
Maine
$4.3K – – –
BWAM
2040
Boyd Watterson Asset Management
Ohio
$3.58K +$3.68K +15 New
TCA
2041
Trifecta Capital Advisors
Illinois
$3.58K +$3.68K +15 New
LIM
2042
Longfellow Investment Management
Massachusetts
$3.34K – – –
WAS
2043
Winch Advisory Services
Wisconsin
$3K – – –
MCM
2044
Magnolia Capital Management
New York
$3K +$3.19K +13 New
IAA
2045
Independent Advisor Alliance
North Carolina
$2.83K -$68.3K -278 -2%
TAM
2046
Tucker Asset Management
Colorado
$1.93K – – –
FWM
2047
Focused Wealth Management
New York
$1.72K – – –
TWD
2048
True Wealth Design
Ohio
$1.67K +$1.72K +7 New
BBPWM
2049
Blue Bell Private Wealth Management
Pennsylvania
$1.43K – – –
PA
2050
PSI Advisors
Florida
$1.43K – – –
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