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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Atticus Wealth Management
Florida
$71.1K +$3.19K +13 +5%
OSNBOA
2027
Old Second National Bank of Aurora
Illinois
$67.3K – – –
MAM
2028
Magellan Asset Management
Australia
$66.1K +$9.08K +37 +15%
MTIC
2029
Missouri Trust & Investment Company
Missouri
$64.4K – – –
CWM
2030
Compass Wealth Management
Connecticut
$63.7K – – –
PGAM
2031
Princeton Global Asset Management
New Jersey
$63K +$246 +1 +0.4%
OPTFSNA
2032
Old Point Trust & Financial Services N A
Virginia
$62.5K – – –
W
2033
WealthCollab
Washington
$62.5K – – –
GA
2034
GoalVest Advisory
New York
$61.1K -$12.3K -50 -16%
OIA
2035
Optimum Investment Advisors
Illinois
$59.7K – – –
OCM
2036
Orion Capital Management
California
$59.7K – – –
RTL
2037
Red Tortoise LLC
Georgia
$57.5K +$491 +2 +0.8%
FCT
2038
First Community Trust
Iowa
$56.8K – – –
CIA
2039
Cape Investment Advisory
Georgia
$55.7K -$4.67K -19 -8%
OWA
2040
Opal Wealth Advisors
New York
$55.4K +$57K +232 New
CMP
2041
Coston McIsaac & Partners
Maine
$55K +$246 +1 +0.4%
CTA
2042
Colonial Trust Advisors
South Carolina
$54.2K -$3.68K -15 -6%
PP
2043
PrairieView Partners
Minnesota
$54K – – –
MAM
2044
Meeder Asset Management
Ohio
$53.5K -$158K -644 -74%
FCG
2045
Financial Connections Group
California
$53K – – –
GLR
2046
Great Lakes Retirement
Ohio
$52.7K -$482K -1,963 -90%
RAM
2047
Riggs Asset Management
Pennsylvania
$52K +$982 +4 +2%
RDFA
2048
Ritter Daniher Financial Advisory
Ohio
$51.6K -$1.23K -5 -2%
DSC
2049
Duncker Streett & Co
Missouri
$51.3K +$246 +1 +0.5%
SL
2050
Salomon & Ludwin
Virginia
$51.1K -$490K -1,995 -90%
80 81
82
83 84