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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2076
Highline Wealth Partners
California
$81.3K +$7.05K +33 +10%
OAJ
2077
Ogorek Anthony Joseph
New York
$80K -$791K -3,701 -91%
BGAI
2078
Bruce G. Allen Investments
Colorado
$79.1K +$15.2K +71 +25%
TTIC
2079
Tower Trust & Investment Company
Iowa
$78.4K – – –
MHR
2080
Matthew Hamilton Rosenberg
$75.7K -$4.49K -21 -6%
SCM
2081
Silvant Capital Management
Georgia
$75.7K – – –
IWP
2082
IAG Wealth Partners
Wisconsin
$74.6K – – –
TCM
2083
Tradewinds Capital Management
Washington
$73.9K +$641 +3 +0.9%
CFS
2084
CGC Financial Services
Oregon
$72.3K – – –
PWMA
2085
Pension & Wealth Management Advisors
Massachusetts
$71.7K – – –
ITIM
2086
Indiana Trust & Investment Management
Indiana
$70.3K – – –
VWA
2087
Valued Wealth Advisors
Utah
$70.1K -$2.78K -13 -4%
GSWM
2088
Golden State Wealth Management
California
$69.3K -$26.5K -124 -29%
CCMI
2089
Creative Capital Management Investments
California
$69.2K -$48.3K -226 -42%
JFA
2090
JNBA Financial Advisors
Minnesota
$66.3K +$1.5K +7 +2%
MAM
2091
Morse Asset Management
Connecticut
$66.1K – – –
GKIM
2092
GW&K Investment Management
Massachusetts
$66K +$8.76K +41 +16%
SVWA
2093
Sarver Vrooman Wealth Advisors
Missouri
$62.9K – – –
TCM
2094
Triumph Capital Management
Colorado
$62.3K +$1.71K +8 +3%
CFG
2095
Chapman Financial Group
Hawaii
$61.6K – – –
SEP
2096
Signature Equity Partners
Ohio
$61.4K +$25.6K +120 +78%
DWM
2097
Darwin Wealth Management
Florida
$61.2K +$427 +2 +0.7%
RFG
2098
REAP Financial Group
Texas
$61K +$214 +1 +0.4%
CWM
2099
Copia Wealth Management
Oregon
$60.5K – – –
RF
2100
Rossby Financial
Florida
$60.2K -$2.99K -14 -5%
82 83
84
85 86