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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2076
Castleview Partners
Texas
$104K +$262 +1 +0.3%
SWA
2077
SOA Wealth Advisors
New York
$101K -$132K -505 -58%
CPG
2078
Cornerstone Planning Group
New Jersey
$98.9K +$785 +3 +0.9%
SOW
2079
State of Wyoming
Wyoming
$98.5K +$91K +348 +4,350%
PWMA
2080
Pension & Wealth Management Advisors
Massachusetts
$96.9K – – –
BGAI
2081
Bruce G. Allen Investments
Colorado
$96.9K +$4.71K +18 +5%
NBT
2082
Northwest Bank & Trust
Iowa
$96.9K -$91.5K -350 -50%
OA
2083
Operose Advisors
Wisconsin
$94.4K – – –
SCM
2084
Silvant Capital Management
Georgia
$94K – – –
JFA
2085
JNBA Financial Advisors
Minnesota
$93.8K -$7.32K -28 -8%
PPC
2086
Park Place Capital
Alabama
$93.5K – – –
TCG
2087
Transcendent Capital Group
Oklahoma
$92.2K – – –
IWP
2088
IAG Wealth Partners
Wisconsin
$91.3K +$262 +1 +0.3%
YAL
2089
Your Advocates Ltd
Texas
$89.9K – – –
GJWM
2090
Gilliland Jeter Wealth Management
Arkansas
$89.6K +$262 +1 +0.3%
GJIA
2091
Glass Jacobson Investment Advisors
Maryland
$88K – – –
TCM
2092
Tradewinds Capital Management
Washington
$87.6K +$523 +2 +0.6%
SGC
2093
Slocum, Gordon & Co
Rhode Island
$87.4K – – –
CFS
2094
CGC Financial Services
Oregon
$86.6K – – –
RL
2095
Rogco LP
Oklahoma
$84.7K – – –
DWM
2096
Darwin Wealth Management
Florida
$84.4K +$79.8K +305 New
AWM
2097
Atticus Wealth Management
Florida
$81.1K -$1.31K -5 -2%
OSNBOA
2098
Old Second National Bank of Aurora
Illinois
$78K – – –
MAM
2099
Magellan Asset Management
Australia
$75.8K -$785 -3 -1%
OW
2100
Olistico Wealth
Oklahoma
$75.1K -$17K -65 -19%
82 83
84
85 86