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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
2026
Essex Investment Management
Massachusetts
$197K – – –
CHA
2027
Carmichael Hill & Associates
Maryland
$197K +$6.01K +23 +3%
CFO
2028
CVA Family Office
Colorado
$196K +$3.66K +14 +2%
TIM
2029
Tortoise Investment Management
New York
$195K +$28.2K +108 +18%
HNB
2030
Hilltop National Bank
Wyoming
$182K -$2.35K -9 -1%
CCMI
2031
Creative Capital Management Investments
California
$181K – – –
FCA
2032
FinTrust Capital Advisors
South Carolina
$178K -$523 -2 -0.3%
SN
2033
Sittner & Nelson
Oregon
$173K – – –
CFD
2034
Creative Financial Designs
Indiana
$163K +$10.5K +40 +7%
CAL
2035
Capital Analysts LLC
Pennsylvania
$163K +$65.4K +250 +74%
CH
2036
Canton Hathaway
Rhode Island
$154K – – –
CA
2037
CoreCap Advisors
Michigan
$153K +$145K +554 New
SWS
2038
SYSTM Wealth Solutions
Illinois
$153K -$8.32M -31,812 -98%
AA
2039
Addison Advisors
Vermont
$153K +$15.7K +60 +12%
FNWA
2040
Financial Network Wealth Advisors
Utah
$152K -$12.3K -47 -8%
FWM
2041
FSA Wealth Management
Massachusetts
$152K +$144K +550 New
RFS
2042
Richardson Financial Services
Massachusetts
$149K – – –
FFC
2043
First Financial Corp
Indiana
$148K -$3.66K -14 -3%
CWM
2044
Cranbrook Wealth Management
Michigan
$147K – – –
TLA
2045
Tanglewood Legacy Advisors
Texas
$144K – – –
FFO
2046
Fortitude Family Office
Arizona
$141K +$47.3K +181 +55%
SIC
2047
SJS Investment Consulting
Ohio
$141K -$26.1K -100 -16%
WPWM
2048
Western Pacific Wealth Management
Illinois
$138K +$78.5K +300 +150%
LAM
2049
Lummis Asset Management
Texas
$138K – – –
SIS
2050
Sound Income Strategies
Florida
$137K -$20.1K -77 -13%
80 81
82
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