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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2026
Princeton Global Asset Management
New Jersey
$200K +$120K +460 +174%
CAS
2027
Coppell Advisory Solutions
Texas
$197K – – –
EIM
2028
Essex Investment Management
Massachusetts
$197K – – –
CHA
2029
Carmichael Hill & Associates
Maryland
$197K +$6.01K +23 +3%
CFO
2030
CVA Family Office
Colorado
$196K +$3.66K +14 +2%
TIM
2031
Tortoise Investment Management
New York
$195K +$28.2K +108 +18%
HNB
2032
Hilltop National Bank
Wyoming
$182K -$2.35K -9 -1%
CCMI
2033
Creative Capital Management Investments
California
$181K – – –
FCA
2034
FinTrust Capital Advisors
South Carolina
$178K -$523 -2 -0.3%
SN
2035
Sittner & Nelson
Oregon
$173K – – –
CFD
2036
Creative Financial Designs
Indiana
$163K +$10.5K +40 +7%
CAL
2037
Capital Analysts LLC
Pennsylvania
$163K +$65.4K +250 +74%
CH
2038
Canton Hathaway
Rhode Island
$154K – – –
CA
2039
CoreCap Advisors
Michigan
$153K +$145K +554 New
SWS
2040
SYSTM Wealth Solutions
Illinois
$153K -$8.32M -31,812 -98%
AA
2041
Addison Advisors
Vermont
$153K +$15.7K +60 +12%
FNWA
2042
Financial Network Wealth Advisors
Utah
$152K -$12.3K -47 -8%
FWM
2043
FSA Wealth Management
Massachusetts
$152K +$144K +550 New
RFS
2044
Richardson Financial Services
Massachusetts
$149K – – –
FFC
2045
First Financial Corp
Indiana
$148K -$3.66K -14 -3%
CWM
2046
Cranbrook Wealth Management
Michigan
$147K – – –
TLA
2047
Tanglewood Legacy Advisors
Texas
$144K – – –
FFO
2048
Fortitude Family Office
Arizona
$141K +$47.3K +181 +55%
SIC
2049
SJS Investment Consulting
Ohio
$141K -$26.1K -100 -16%
WPWM
2050
Western Pacific Wealth Management
Illinois
$138K +$78.5K +300 +150%
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