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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
2101
Missouri Trust & Investment Company
Missouri
$74.7K – – –
PK
2102
Pflug Koory
Nebraska
$73.9K +$69.8K +267 New
SL
2103
Salomon & Ludwin
Virginia
$73.1K +$13.1K +50 +23%
W
2104
WealthCollab
Washington
$72.5K – – –
OPTFSNA
2105
Old Point Trust & Financial Services N A
Virginia
$72.5K – – –
OIA
2106
Optimum Investment Advisors
Illinois
$69.2K – – –
OC
2107
Oarsman Capital
Wisconsin
$69.2K +$65.4K +250 New
RTL
2108
Red Tortoise LLC
Georgia
$67K +$262 +1 +0.4%
FCT
2109
First Community Trust
Iowa
$65.9K – – –
CIA
2110
Cape Investment Advisory
Georgia
$64.9K +$262 +1 +0.4%
CWM
2111
Compass Wealth Management
Connecticut
$64.2K -$9.15K -35 -13%
CMP
2112
Coston McIsaac & Partners
Maine
$64K – – –
PP
2113
PrairieView Partners
Minnesota
$63K – – –
TCA
2114
Trifecta Capital Advisors
Illinois
$61.2K +$10.5K +40 +22%
FCG
2115
Financial Connections Group
California
$61K – – –
DSC
2116
Duncker Streett & Co
Missouri
$59.8K +$262 +1 +0.5%
RDFA
2117
Ritter Daniher Financial Advisory
Ohio
$59.8K – – –
BIA
2118
Bell Investment Advisors
California
$58.7K – – –
RA
2119
Rise Advisors
New York
$56.8K +$262 +1 +0.5%
CFFP
2120
Center for Financial Planning
Michigan
$56.7K – – –
RAM
2121
Riggs Asset Management
Pennsylvania
$55.9K -$4.18K -16 -7%
MSFP
2122
Mark Sheptoff Financial Planning
Connecticut
$55.3K – – –
TCM
2123
Tributary Capital Management
Nebraska
$55.3K – – –
FAM
2124
Flaharty Asset Management
Florida
$55.3K +$52.3K +200 New
FPFS
2125
First Personal Financial Services
North Carolina
$53.1K +$14.9K +57 +42%
83 84
85
86 87