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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2026
Cornerstone Planning Group
New Jersey
$78.6K +$1.22K +5 +2%
TCM
2027
Tradewinds Capital Management
Washington
$78.2K +$489 +2 +0.6%
CFS
2028
CGC Financial Services
Oregon
$78.2K +$8.31K +34 +12%
VWA
2029
Valued Wealth Advisors
Utah
$77.4K +$9.77K +40 +15%
GA
2030
GoalVest Advisory
New York
$76.4K +$48.9K +200 +189%
FMTCOCP
2031
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K – – –
AWM
2032
Atticus Wealth Management
Florida
$71.2K – – –
RG
2033
Retirement Group
California
$71.1K +$21.5K +88 +45%
OSNBOA
2034
Old Second National Bank of Aurora
Illinois
$70.4K -$10K -41 -13%
MTIC
2035
Missouri Trust & Investment Company
Missouri
$67.4K – – –
CWM
2036
Compass Wealth Management
Connecticut
$66.7K – – –
PK
2037
Pflug Koory
Nebraska
$66.7K – – –
PGAM
2038
Princeton Global Asset Management
New Jersey
$65.8K – – –
OPTFSNA
2039
Old Point Trust & Financial Services N A
Virginia
$65.4K – – –
W
2040
WealthCollab
Washington
$65.4K – – –
CIA
2041
Cape Investment Advisory
Georgia
$63K +$244 +1 +0.4%
OIA
2042
Optimum Investment Advisors
Illinois
$62.4K – – –
OCM
2043
Orion Capital Management
California
$62.4K – – –
BGAI
2044
Bruce G. Allen Investments
Colorado
$61.2K – – –
CTA
2045
Colonial Trust Advisors
South Carolina
$60.4K +$18.3K +75 +45%
MAM
2046
Magellan Asset Management
Australia
$59.9K -$7.57K -31 -11%
RTL
2047
Red Tortoise LLC
Georgia
$59.8K +$244 +1 +0.4%
FCT
2048
First Community Trust
Iowa
$59.4K – – –
PP
2049
PrairieView Partners
Minnesota
$58K – – –
CMP
2050
Coston McIsaac & Partners
Maine
$58K +$244 +1 +0.4%
80 81
82
83 84