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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2176
Pecaut & Co
Iowa
$214K – – –
PHAM
2177
Palisades Hudson Asset Management
Florida
$213K -$30.5K -101 -13%
FPW
2178
Fairvoy Private Wealth
Alabama
$213K +$210K +696 New
LS
2179
Leelyn Smith
Illinois
$212K – – –
SFG
2180
Shum Financial Group
California
$212K – – –
PHWM
2181
Pine Harbor Wealth Management
Maryland
$211K +$905 +3 +0.4%
DWM
2182
DecisionMap Wealth Management
Virginia
$211K -$4.53K -15 -2%
PFG
2183
Prosperity Financial Group
California
$211K -$4.53K -15 -2%
ACG
2184
Allen Capital Group
Nebraska
$211K +$208K +691 New
CFG
2185
Compton Financial Group
Maryland
$211K +$1.21K +4 +0.6%
1IA
2186
1620 Investment Advisors
Massachusetts
$211K – – –
PCH
2187
PGIM Custom Harvest
New Jersey
$210K -$23.5K -78 -10%
AFP
2188
Ausdal Financial Partners
Iowa
$210K +$208K +688 New
BWA
2189
Bestgate Wealth Advisors
Maryland
$210K – – –
RBC
2190
Roble Belko & Company
Pennsylvania
$210K -$25K -83 -11%
PAW
2191
Plan A Wealth
Nebraska
$209K -$21.1K -70 -9%
MSWM
2192
McGlone Suttner Wealth Management
Wisconsin
$209K -$8.14K -27 -4%
RW
2193
REDW Wealth
New Mexico
$208K +$206K +682 New
AI
2194
Auour Investments
Massachusetts
$208K – – –
EFG
2195
Embree Financial Group
Illinois
$208K +$205K +679 New
HCPC
2196
Hamilton Capital Partners (Canada)
$206K +$204K +675 New
JFG
2197
JMG Financial Group
Illinois
$206K +$204K +675 New
TCB
2198
Texas Capital Bancshares
Texas
$206K +$204K +675 New
BFG
2199
Bouchey Financial Group
New York
$205K +$202K +671 New
CC
2200
Callan Capital
California
$204K +$202K +669 New
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