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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2026
Talbot Financial
Washington
$275K – – –
BMC
2027
Beaton Management Company
Massachusetts
$274K – – –
AIS
2028
American Investment Services
Massachusetts
$273K – – –
LA
2029
Latitude Advisors
Florida
$273K +$35.6K +118 +15%
IPWA
2030
International Private Wealth Advisors
California
$273K -$65.2K -216 -19%
EWM
2031
Elevatus Welath Management
New York
$273K +$302 +1 +0.1%
IA
2032
IFS Advisors
Kansas
$272K – – –
KCM
2033
Kornitzer Capital Management
Kansas
$272K – – –
RCM
2034
Raleigh Capital Management
North Carolina
$271K -$56.7K -188 -17%
FHC
2035
First Heartland Consultants
Missouri
$270K – – –
ATS
2036
Ashton Thomas Securities
New York
$270K +$10.6K +35 +4%
CCA
2037
Coign Capital Advisors
Utah
$269K – – –
MWM
2038
Momentous Wealth Management
Washington
$269K +$266K +882 New
BSI
2039
Bennett Selby Investments
Maine
$269K +$4.22K +14 +2%
CA
2040
CoreCap Advisors
Michigan
$269K -$2.06M -6,843 -89%
CFS
2041
CRA Financial Services
New Jersey
$269K +$265K +880 New
SFP
2042
Shepherd Financial Partners
Massachusetts
$269K +$603 +2 +0.2%
AWA
2043
Amplius Wealth Advisors
Pennsylvania
$267K +$9.35K +31 +4%
MSA
2044
Marino Stram & Associates
Massachusetts
$267K +$1.21K +4 +0.5%
FFS
2045
Founders Financial Securities
Maryland
$267K +$274K +910 New
JCM
2046
Jacobsen Capital Management
Utah
$267K +$2.11K +7 +0.8%
UF
2047
Univest Financial
Pennsylvania
$264K +$6.03K +20 +2%
B
2048
Birchbrook
Maine
$264K – – –
LFA
2049
Longview Financial Advisors
Alabama
$264K – – –
BWP
2050
Balboa Wealth Partners
Arizona
$264K -$5.43K -18 -2%
80 81
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83 84