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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2076
Valued Wealth Advisors
Utah
$66.3K -$10.3K -45 -12%
CFS
2077
CGC Financial Services
Oregon
$65.6K -$26.6K -116 -26%
PWMA
2078
Pension & Wealth Management Advisors
Massachusetts
$65K – – –
SWA
2079
Strategic Wealth Advisors
Arizona
$64K -$44.5K -194 -38%
ITIM
2080
Indiana Trust & Investment Management
Indiana
$63.8K -$3.21K -14 -4%
OWA
2081
Opal Wealth Advisors
New York
$63K +$71.1K +310 New
CA
2082
Cache Advisors
California
$61K +$68.8K +300 New
MAM
2083
Morse Asset Management
Connecticut
$59.9K -$4.82K -21 -7%
TPWA
2084
Twin Peaks Wealth Advisors
California
$59.3K +$67K +292 New
JFA
2085
JNBA Financial Advisors
Minnesota
$58.7K – – –
BGAI
2086
Bruce G. Allen Investments
Colorado
$57.3K -$10.5K -46 -14%
RF
2087
Rossby Financial
Florida
$57K +$26.6K +116 +69%
OA
2088
Operose Advisors
Wisconsin
$56.3K +$15.4K +67 +32%
CFG
2089
Chapman Financial Group
Hawaii
$55.9K – – –
TCM
2090
Triumph Capital Management
Colorado
$55.3K +$1.83K +8 +3%
DWM
2091
Darwin Wealth Management
Florida
$55.3K – – –
RFG
2092
REAP Financial Group
Texas
$55.1K +$12.6K +55 +25%
CWM
2093
Copia Wealth Management
Oregon
$54.9K – – –
MTIC
2094
Missouri Trust & Investment Company
Missouri
$54.9K – – –
PK
2095
Pflug Koory
Nebraska
$54.2K – – –
GJIA
2096
Glass Jacobson Investment Advisors
Maryland
$53.7K -$4.13K -18 -6%
SVWA
2097
Sarver Vrooman Wealth Advisors
Missouri
$53.6K – – –
AWM
2098
Activest Wealth Management
Florida
$53.4K +$21.6K +94 +56%
W
2099
WealthCollab
Washington
$53.2K – – –
LWM
2100
Lodestone Wealth Management
Washington
$52.6K -$5.04K -22 -8%
82 83
84
85 86