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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
2026
Bourne Lent Asset Management
New York
$249K – – –
CWS
2027
Confluence Wealth Services
Pennsylvania
$248K +$591 +2 +0.2%
HFS
2028
Heritage Financial Services
Massachusetts
$248K +$29.6K +100 +13%
UF
2029
Univest Financial
Pennsylvania
$247K -$31.3K -106 -11%
AWA
2030
Amplius Wealth Advisors
Pennsylvania
$247K +$2.36K +8 +1%
SLWA
2031
San Luis Wealth Advisors
California
$247K +$591 +2 +0.2%
BWP
2032
BlueStem Wealth Partners
Minnesota
$246K +$248K +840 New
MGWA
2033
Monument Group Wealth Advisors
Massachusetts
$246K -$2.96K -10 -1%
AFPL
2034
Advus Financial Partners, LLC
Florida
$245K +$248K +838 New
TWP
2035
Tower Wealth Partners
Pennsylvania
$245K -$64.4K -218 -21%
SHJ
2036
Sharkey, Howes & Javer
Colorado
$244K – – –
PWAM
2037
Papamarkou Wellner Asset Management
New York
$243K +$245K +830 New
BAM
2038
Byrne Asset Management
New Jersey
$242K -$38.4K -130 -14%
TA
2039
TruWealth Advisors
Louisiana
$241K +$6.5K +22 +3%
CFG
2040
Carr Financial Group
Massachusetts
$241K +$887 +3 +0.4%
MFG
2041
MidWestOne Financial Group
Iowa
$241K +$1.18K +4 +0.5%
SIS
2042
Sound Income Strategies
Florida
$240K +$96.6K +327 +66%
SFC
2043
SYM Financial Corp
Indiana
$240K +$22.2K +75 +10%
CWM
2044
Chronos Wealth Management
Florida
$240K -$73.9K -250 -23%
MME
2045
Meag Munich Ergo
Germany
$240K – – –
BB
2046
Bell Bank
North Dakota
$239K -$887 -3 -0.4%
IWN
2047
Independent Wealth Network
Iowa
$238K +$5.32K +18 +2%
CFG
2048
Clayton Financial Group
Missouri
$238K – – –
DLHL
2049
Donald L. Hagan LLC
Florida
$238K +$4.14K +14 +2%
AIM
2050
Advyzon Investment Management
Illinois
$238K +$240K +812 New
80 81
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