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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2151
Dogwood Wealth Management
Kansas
$30.8K – – –
SFA
2152
Semmax Financial Advisors
North Carolina
$30.8K – – –
SC
2153
Stephens Consulting
Michigan
$30.7K – – –
DF
2154
Dunhill Financial
United Kingdom
$29.3K +$27.7K +106 New
LI
2155
Louisbourg Investments
New Brunswick, Canada
$29.3K +$27.7K +106 New
ACM
2156
Anfield Capital Management
California
$27.7K – – –
AFS
2157
Annapolis Financial Services
Maryland
$27.7K – – –
BC
2158
Barrett & Company
Rhode Island
$27.7K – – –
CA
2159
Crewe Advisors
Utah
$27.1K -$3.66K -14 -13%
CIAS
2160
CBIZ Investment Advisory Services
Ohio
$27K – – –
IUHSA
2161
Itau Unibanco Holding S.A.
Brazil
$26K +$24.6K +94 New
POIA
2162
Pin Oak Investment Advisors
Texas
$26K – – –
GWSA
2163
Global Wealth Strategies & Associates
Colorado
$25.7K – – –
NFA
2164
Northwest Financial Advisors
Virginia
$24.9K +$23.5K +90 New
AEPWM
2165
Atlantic Edge Private Wealth Management
Florida
$23.8K +$22.5K +86 New
BL
2166
BFSG LLC
California
$23.5K -$7.84K -30 -26%
CIR
2167
Clear Investment Research
Georgia
$22.8K – – –
RWM
2168
Raffa Wealth Management
District of Columbia
$22.1K -$180K -687 -90%
WIM
2169
Westside Investment Management
California
$21.3K -$5.23K -20 -21%
BG
2170
Bollard Group
Massachusetts
$21K +$262 +1 +1%
MSG
2171
Main Street Group
Virginia
$20.8K -$6.54K -25 -25%
KFP
2172
Keener Financial Planning
Texas
$20K – – –
WWM
2173
Wolff Wiese Magana
California
$19.6K – – –
NCM
2174
Northwest Capital Management
Oregon
$19.1K – – –
AWM
2175
Abound Wealth Management
Tennessee
$19K – – –
85 86
87
88 89