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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2076
TruWealth Advisors
Louisiana
$252K – – –
CWM
2077
Chronos Wealth Management
Florida
$251K – – –
BB
2078
Bell Bank
North Dakota
$249K – – –
FWP
2079
Falcon Wealth Planning
California
$249K +$6.64K +22 +3%
VPP
2080
Vertex Planning Partners
Illinois
$247K -$19K -63 -7%
BAM
2081
Byrne Asset Management
New Jersey
$247K -$6.03K -20 -2%
PA
2082
PharVision Advisers
Florida
$247K +$243K +807 New
MFG
2083
MidWestOne Financial Group
Iowa
$246K -$4.83K -16 -2%
CFO
2084
CVA Family Office
Colorado
$246K +$6.03K +20 +3%
ACP
2085
Argyle Capital Partners
California
$245K – – –
PAM
2086
Peak Asset Management
Colorado
$245K +$30.2K +100 +14%
SFC
2087
SYM Financial Corp
Indiana
$245K -$5.43K -18 -2%
GC
2088
Garde Capital
Washington
$245K -$46.5K -154 -16%
ACM
2089
Armbruster Capital Management
New York
$245K – – –
DLHL
2090
Donald L. Hagan LLC
Florida
$244K -$4.22K -14 -2%
AIA
2091
Allied Investment Advisors
Montana
$244K – – –
CC
2092
Cadinha & Co
Hawaii
$244K – – –
HKAM
2093
Horizon Kinetics Asset Management
New York
$244K – – –
IWP
2094
Innova Wealth Partners
Pennsylvania
$244K – – –
SFG
2095
Snider Financial Group
Washington
$244K – – –
WCM
2096
Whitener Capital Management
North Carolina
$244K – – –
FWA
2097
FORM Wealth Advisors
Wisconsin
$244K +$241K +800 New
AFS
2098
Axiom Financial Strategies
Indiana
$244K -$2.11K -7 -0.9%
WAM
2099
Weatherly Asset Management
California
$244K +$5.73K +19 +2%
GAM
2100
Gould Asset Management
California
$244K – – –
82 83
84
85 86