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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2076
TFO Wealth Partners
Ohio
$34.7K – – –
RCM
2077
Raleigh Capital Management
North Carolina
$34.5K -$8.06K -33 -19%
OP
2078
ORG Partners
Indiana
$34.5K -$1.1M -4,522 -97%
GKIM
2079
GW&K Investment Management
Massachusetts
$34K -$733 -3 -2%
IFS
2080
Intelligent Financial Strategies
Minnesota
$33.9K – – –
DFA
2081
DHJJ Financial Advisors
Illinois
$33.2K -$733 -3 -2%
CA
2082
Crewe Advisors
Utah
$33K +$32.3K +132 New
RF
2083
Robinswood Financial
Washington
$32.1K – – –
ECM
2084
Estabrook Capital Management
New York
$31.2K – – –
CA
2085
Centerpoint Advisors
Massachusetts
$31K – – –
AP
2086
Aspect Partners
Virginia
$30.7K +$244 +1 +0.8%
FMP
2087
Financial Management Professionals
Texas
$30K -$733 -3 -2%
OIAM
2088
OFI Invest Asset Management
France
$29.8K +$4.89K +20 +18%
IFAM
2089
Institutional & Family Asset Management
Colorado
$29.5K – – –
BL
2090
BFSG LLC
California
$28.7K -$15.9K -65 -36%
NFSG
2091
Newbridge Financial Services Group
Florida
$28.6K +$28.8K +118 New
KFP
2092
Keener Financial Planning
Texas
$28K +$18.6K +76 +230%
CPG
2093
Custom Portfolio Group
Colorado
$27.9K – – –
DWM
2094
Dogwood Wealth Management
Kansas
$27.5K +$244 +1 +0.9%
SC
2095
Stephens Consulting
Michigan
$27.5K – – –
AFS
2096
Annapolis Financial Services
Maryland
$25K -$200K -820 -89%
BC
2097
Barrett & Company
Rhode Island
$25K – – –
ACM
2098
Anfield Capital Management
California
$25K +$24.4K +100 New
SFA
2099
Semmax Financial Advisors
North Carolina
$24.8K – – –
CIAS
2100
CBIZ Investment Advisory Services
Ohio
$24.4K +$23.7K +97 New
82 83
84
85 86