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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2201
Jag Capital Management
Missouri
$204K – – –
CWA
2202
Canvas Wealth Advisors
Kansas
$203K +$204K +663 New
SCA
2203
Stonebridge Capital Advisors
Minnesota
$203K +$202K +659 New
VC
2204
Vicus Capital
Pennsylvania
$202K +$201K +656 New
PAW
2205
Plan A Wealth
Nebraska
$202K -$9.21K -30 -4%
RFA
2206
Reyes Financial Architecture
California
$202K +$30.7K +100 +18%
SI
2207
Saxon Interests
Texas
$202K – – –
STB
2208
S&T Bank
Pennsylvania
$201K +$1.23K +4 +0.6%
SHFP
2209
Second Half Financial Partners
Florida
$201K +$200K +651 New
SIC
2210
Sterling Investment Counsel
New York
$200K -$59.3K -193 -23%
VFP
2211
Verus Financial Partners
Virginia
$200K +$199K +649 New
SWIM
2212
Smallwood Wealth Investment Management
New Jersey
$194K – – –
SN
2213
Sittner & Nelson
Oregon
$193K – – –
DI
2214
DAGCO Inc
Ohio
$192K – – –
HFS
2215
Hopwood Financial Services
Virginia
$191K – – –
HNB
2216
Hilltop National Bank
Wyoming
$190K +$189K +615 New
DP
2217
Dundas Partners
United Kingdom
$189K -$34.3M -111,709 -99%
BCMLT
2218
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K +$11.4K +37 +6%
LIA
2219
Limestone Investment Advisors
New York
$188K +$187K +610 New
AAG
2220
Armstrong Advisory Group
Massachusetts
$182K -$60.8K -198 -25%
CFD
2221
Creative Financial Designs
Indiana
$181K +$614 +2 +0.3%
CG
2222
Curat Global
New Hampshire
$176K – – –
MSWA
2223
Marshall & Sterling Wealth Advisors
New York
$174K -$1.84K -6 -1%
GSWM
2224
Golden State Wealth Management
California
$174K – – –
NC
2225
North Capital
Utah
$172K -$1.23K -4 -0.7%
87 88
89
90 91