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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2076
CGC Financial Services
Oregon
$65.6K -$26.6K -116 -26%
PWMA
2077
Pension & Wealth Management Advisors
Massachusetts
$65K – – –
SWA
2078
Strategic Wealth Advisors
Arizona
$64K -$44.5K -194 -38%
ITIM
2079
Indiana Trust & Investment Management
Indiana
$63.8K -$3.21K -14 -4%
OWA
2080
Opal Wealth Advisors
New York
$63K +$71.1K +310 New
CA
2081
Cache Advisors
California
$61K +$68.8K +300 New
MAM
2082
Morse Asset Management
Connecticut
$59.9K -$4.82K -21 -7%
TPWA
2083
Twin Peaks Wealth Advisors
California
$59.3K +$67K +292 New
JFA
2084
JNBA Financial Advisors
Minnesota
$58.7K – – –
BGAI
2085
Bruce G. Allen Investments
Colorado
$57.3K -$10.5K -46 -14%
RF
2086
Rossby Financial
Florida
$57K +$26.6K +116 +69%
OA
2087
Operose Advisors
Wisconsin
$56.3K +$15.4K +67 +32%
CFG
2088
Chapman Financial Group
Hawaii
$55.9K – – –
TCM
2089
Triumph Capital Management
Colorado
$55.3K +$1.83K +8 +3%
DWM
2090
Darwin Wealth Management
Florida
$55.3K – – –
RFG
2091
REAP Financial Group
Texas
$55.1K +$12.6K +55 +25%
CWM
2092
Copia Wealth Management
Oregon
$54.9K – – –
MTIC
2093
Missouri Trust & Investment Company
Missouri
$54.9K – – –
PK
2094
Pflug Koory
Nebraska
$54.2K – – –
GJIA
2095
Glass Jacobson Investment Advisors
Maryland
$53.7K -$4.13K -18 -6%
SVWA
2096
Sarver Vrooman Wealth Advisors
Missouri
$53.6K – – –
AWM
2097
Activest Wealth Management
Florida
$53.4K +$21.6K +94 +56%
W
2098
WealthCollab
Washington
$53.2K – – –
LWM
2099
Lodestone Wealth Management
Washington
$52.6K -$5.04K -22 -8%
RL
2100
Rogco LP
Oklahoma
$51.2K – – –
82 83
84
85 86