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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
2076
FullCircle Wealth
Texas
$253K +$47.7K +158 +22%
CFG
2077
Carr Financial Group
Massachusetts
$252K +$905 +3 +0.4%
TA
2078
TruWealth Advisors
Louisiana
$252K – – –
CWM
2079
Chronos Wealth Management
Florida
$251K – – –
BB
2080
Bell Bank
North Dakota
$249K – – –
FWP
2081
Falcon Wealth Planning
California
$249K +$6.64K +22 +3%
VPP
2082
Vertex Planning Partners
Illinois
$247K -$19K -63 -7%
BAM
2083
Byrne Asset Management
New Jersey
$247K -$6.03K -20 -2%
PA
2084
PharVision Advisers
Florida
$247K +$243K +807 New
MFG
2085
MidWestOne Financial Group
Iowa
$246K -$4.83K -16 -2%
CFO
2086
CVA Family Office
Colorado
$246K +$6.03K +20 +3%
ACP
2087
Argyle Capital Partners
California
$245K – – –
PAM
2088
Peak Asset Management
Colorado
$245K +$30.2K +100 +14%
SFC
2089
SYM Financial Corp
Indiana
$245K -$5.43K -18 -2%
GC
2090
Garde Capital
Washington
$245K -$46.5K -154 -16%
ACM
2091
Armbruster Capital Management
New York
$245K – – –
DLHL
2092
Donald L. Hagan LLC
Florida
$244K -$4.22K -14 -2%
AIA
2093
Allied Investment Advisors
Montana
$244K – – –
CC
2094
Cadinha & Co
Hawaii
$244K – – –
HKAM
2095
Horizon Kinetics Asset Management
New York
$244K – – –
IWP
2096
Innova Wealth Partners
Pennsylvania
$244K – – –
SFG
2097
Snider Financial Group
Washington
$244K – – –
WCM
2098
Whitener Capital Management
North Carolina
$244K – – –
FWA
2099
FORM Wealth Advisors
Wisconsin
$244K +$241K +800 New
AFS
2100
Axiom Financial Strategies
Indiana
$244K -$2.11K -7 -0.9%
82 83
84
85 86