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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
2026
Main Street Group
Virginia
$40.7K +$40.5K +174 New
RCM
2027
Raleigh Capital Management
North Carolina
$40K -$466 -2 -1%
CTA
2028
Colonial Trust Advisors
South Carolina
$38.9K -$19.6K -84 -33%
CWM
2029
Cedar Wealth Management
California
$38.9K – – –
PA
2030
Pineridge Advisors
Missouri
$38.9K +$38.9K +167 New
WIM
2031
Westside Investment Management
California
$38.4K – – –
FFO
2032
Fortitude Family Office
Arizona
$34.9K +$34.9K +150 New
CWM
2033
CarsonAllaria Wealth Management
Illinois
$34.8K – – –
NC
2034
NewSquare Capital
Pennsylvania
$34K -$524K -2,250 -94%
PFA
2035
Pathway Financial Advisers
Indiana
$33.5K +$233 +1 +0.7%
TWP
2036
TFO Wealth Partners
Ohio
$32.4K -$699 -3 -2%
CAS
2037
Coppell Advisory Solutions
Texas
$32.4K +$233 +1 +0.7%
SIS
2038
Strategic Investment Solutions
Illinois
$32.4K +$32.4K +139 New
GKIM
2039
GW&K Investment Management
Massachusetts
$32K -$1.4K -6 -4%
DFA
2040
DHJJ Financial Advisors
Illinois
$31.7K -$1.4K -6 -4%
IFS
2041
Intelligent Financial Strategies
Minnesota
$31.6K -$66.2K -284 -68%
RF
2042
Robinswood Financial
Washington
$30.5K – – –
LF
2043
Lee Financial
Texas
$29.8K +$4.43K +19 +18%
ECM
2044
Estabrook Capital Management
New York
$29.1K – – –
CA
2045
Centerpoint Advisors
Massachusetts
$29K -$8.85K -38 -23%
SOW
2046
State of Wyoming
Wyoming
$28.4K -$31.2K -134 -52%
AP
2047
Aspect Partners
Virginia
$28.4K +$28.4K +122 New
FMP
2048
Financial Management Professionals
Texas
$28K -$8.62K -37 -23%
IFAM
2049
Institutional & Family Asset Management
Colorado
$27.5K -$13.7K -59 -33%
CPG
2050
Custom Portfolio Group
Colorado
$26K +$25.9K +111 New
80 81
82
83 84