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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2026
Princeton Global Asset Management
New Jersey
$230K – – –
RWM
2027
Reston Wealth Management
Virginia
$229K +$13K +49 +6%
FG
2028
Foster Group
Iowa
$229K -$108K -407 -31%
IA
2029
IFS Advisors
Kansas
$229K – – –
SPWG
2030
Syntegra Private Wealth Group
Missouri
$229K +$13.3K +50 +6%
BWP
2031
BlueStem Wealth Partners
Minnesota
$228K +$3.19K +12 +1%
EWM
2032
Elevatus Welath Management
New York
$228K -$1.6K -6 -0.7%
MSA
2033
Marino Stram & Associates
Massachusetts
$228K +$1.06K +4 +0.5%
SFP
2034
Shepherd Financial Partners
Massachusetts
$228K +$532 +2 +0.2%
FHC
2035
First Heartland Consultants
Missouri
$227K – – –
CCA
2036
Coign Capital Advisors
Utah
$227K – – –
BSI
2037
Bennett Selby Investments
Maine
$227K – – –
FPH
2038
Financial Planning Hawaii
Hawaii
$226K +$234K +880 New
SWA
2039
Strategies Wealth Advisors
Michigan
$226K +$5.06K +19 +2%
FA
2040
Financial Avengers
California
$225K +$1.06K +4 +0.5%
MBWA
2041
Marin Bay Wealth Advisors
California
$225K +$233K +876 New
SWM
2042
Sterling Wealth Management
Illinois
$225K – – –
MWM
2043
Momentous Wealth Management
Washington
$225K +$233K +876 New
FF
2044
Foronjy Financial
California
$225K +$1.33K +5 +0.6%
FPF
2045
First Pacific Financial
Washington
$225K +$6.12K +23 +3%
PFG
2046
Prosperity Financial Group
California
$225K +$38.3K +144 +20%
B
2047
Birchbrook
Maine
$223K – – –
JCM
2048
Jacobsen Capital Management
Utah
$222K -$12.5K -47 -5%
LFA
2049
Longview Financial Advisors
Alabama
$221K – – –
GPI
2050
General Partner Inc
Pennsylvania
$221K – – –
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