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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2051
Pine Harbor Wealth Management
Maryland
$256K +$43K +140 +20%
MAM
2052
McLean Asset Management
Virginia
$256K +$8.6K +28 +3%
PF
2053
Phoenix Financial
Israel
$256K -$29.2K -95 -10%
RC
2054
Rexford Capital
Texas
$256K +$255K +829 New
MGWA
2055
Monument Group Wealth Advisors
Massachusetts
$256K -$3.07K -10 -1%
FPW
2056
Fairvoy Private Wealth
Alabama
$255K +$40.5K +132 +19%
NAM
2057
NorthCrest Asset Manangement
Minnesota
$255K +$253K +825 New
PAG
2058
Private Advisory Group
Washington
$255K +$254K +827 New
TA
2059
TruWealth Advisors
Louisiana
$254K – – –
GC
2060
Garde Capital
Washington
$253K +$5.84K +19 +2%
LWL
2061
Leo Wealth LLC
Texas
$253K +$252K +819 New
BB
2062
Bell Bank
North Dakota
$251K – – –
VPP
2063
Vertex Planning Partners
Illinois
$250K +$1.23K +4 +0.5%
BLAM
2064
Bourne Lent Asset Management
New York
$250K -$12.3K -40 -5%
XWM
2065
Xcel Wealth Management
Florida
$249K -$89.4K -291 -26%
IPWA
2066
International Private Wealth Advisors
California
$249K -$27K -88 -10%
SPWG
2067
Syntegra Private Wealth Group
Missouri
$248K +$7.68K +25 +3%
PAM
2068
Peak Asset Management
Colorado
$248K – – –
ACP
2069
Argyle Capital Partners
California
$248K – – –
PWM
2070
Palumbo Wealth Management
New York
$247K +$247K +803 New
MFG
2071
MidWestOne Financial Group
Iowa
$247K -$1.23K -4 -0.5%
ACM
2072
Armbruster Capital Management
New York
$247K – – –
KJHP
2073
K.J. Harrison & Partners
Ontario, Canada
$247K +$1.23K +4 +0.5%
HFS
2074
Howard Financial Services
Texas
$247K -$287K -935 -54%
AIA
2075
Allied Investment Advisors
Montana
$247K – – –
81 82
83
84 85