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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2026
CGC Financial Services
Oregon
$74.7K – – –
RL
2027
Rogco LP
Oklahoma
$73K -$25.3K -103 -25%
AWM
2028
Atticus Wealth Management
Florida
$71.1K +$3.19K +13 +5%
OSNBOA
2029
Old Second National Bank of Aurora
Illinois
$67.3K – – –
MAM
2030
Magellan Asset Management
Australia
$66.1K +$9.08K +37 +15%
MTIC
2031
Missouri Trust & Investment Company
Missouri
$64.4K – – –
CWM
2032
Compass Wealth Management
Connecticut
$63.7K – – –
PGAM
2033
Princeton Global Asset Management
New Jersey
$63K +$246 +1 +0.4%
OPTFSNA
2034
Old Point Trust & Financial Services N A
Virginia
$62.5K – – –
W
2035
WealthCollab
Washington
$62.5K – – –
GA
2036
GoalVest Advisory
New York
$61.1K -$12.3K -50 -16%
OIA
2037
Optimum Investment Advisors
Illinois
$59.7K – – –
OCM
2038
Orion Capital Management
California
$59.7K – – –
RTL
2039
Red Tortoise LLC
Georgia
$57.5K +$491 +2 +0.8%
FCT
2040
First Community Trust
Iowa
$56.8K – – –
CIA
2041
Cape Investment Advisory
Georgia
$55.7K -$4.67K -19 -8%
OWA
2042
Opal Wealth Advisors
New York
$55.4K +$57K +232 New
CMP
2043
Coston McIsaac & Partners
Maine
$55K +$246 +1 +0.4%
CTA
2044
Colonial Trust Advisors
South Carolina
$54.2K -$3.68K -15 -6%
PP
2045
PrairieView Partners
Minnesota
$54K – – –
MAM
2046
Meeder Asset Management
Ohio
$53.5K -$158K -644 -74%
FCG
2047
Financial Connections Group
California
$53K – – –
GLR
2048
Great Lakes Retirement
Ohio
$52.7K -$482K -1,963 -90%
RAM
2049
Riggs Asset Management
Pennsylvania
$52K +$982 +4 +2%
RDFA
2050
Ritter Daniher Financial Advisory
Ohio
$51.6K -$1.23K -5 -2%
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