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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2026
Wealth Advisory Solutions
Indiana
$264K +$61.4K +200 +30%
GCM
2027
Gables Capital Management
Florida
$264K -$30.7K -100 -10%
RWM
2028
Riverchase Wealth Management
Texas
$263K – – –
CPBTD
2029
Central Pacific Bank - Trust Division
Hawaii
$263K -$15.7K -51 -6%
MCA
2030
MSH Capital Advisors
Arizona
$263K -$16.9K -55 -6%
LFP
2031
Leeward Financial Partners
Washington
$262K -$1.54K -5 -0.6%
MWA
2032
Midland Wealth Advisors
Illinois
$262K -$16.9K -55 -6%
SIAP
2033
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K -$1.84K -6 -0.7%
PCFFS
2034
Pacific Center for Financial Services
California
$262K – – –
FPF
2035
First Pacific Financial
Washington
$262K +$145K +471 +125%
TVWM
2036
Tower View Wealth Management
Wisconsin
$262K +$260K +848 New
BFG
2037
Baron Financial Group
New Jersey
$261K -$1.54K -5 -0.6%
CFO
2038
CVA Family Office
Colorado
$261K +$13.2K +43 +5%
SWA
2039
Strategies Wealth Advisors
Michigan
$261K +$1.54K +5 +0.6%
SLWA
2040
San Luis Wealth Advisors
California
$260K +$614 +2 +0.2%
ZF
2041
Zhang Financial
Michigan
$260K +$307 +1 +0.1%
SWM
2042
Stockman Wealth Management
Montana
$259K -$24.3K -79 -9%
RCM
2043
Raleigh Capital Management
North Carolina
$259K -$15.1K -49 -6%
C
2044
Covestor
United Kingdom
$259K -$35.9K -117 -12%
AIA
2045
Accelerate Investment Advisors
California
$258K +$37.8K +123 +17%
SCP
2046
Sivia Capital Partners
California
$258K -$27.3K -89 -10%
FWA
2047
FORM Wealth Advisors
Wisconsin
$258K +$11.1K +36 +5%
RWM
2048
Reston Wealth Management
Virginia
$257K -$21.2K -69 -8%
SHJ
2049
Sharkey, Howes & Javer
Colorado
$257K – – –
CA
2050
Claro Advisors
Massachusetts
$257K -$335K -1,090 -57%
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