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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2201
Glass Jacobson Investment Advisors
Maryland
$72.6K – – –
LWM
2202
Lodestone Wealth Management
Washington
$72.3K +$74.8K +281 New
GA
2203
GoalVest Advisory
New York
$71.3K +$32.2K +121 +78%
CFG
2204
Chapman Financial Group
Hawaii
$70.7K – – –
DWM
2205
Darwin Wealth Management
Florida
$69.9K – – –
OW
2206
Olistico Wealth
Oklahoma
$69.8K +$72.1K +271 New
CWM
2207
Copia Wealth Management
Oregon
$69.5K – – –
MTIC
2208
Missouri Trust & Investment Company
Missouri
$69.5K – – –
PK
2209
Pflug Koory
Nebraska
$68.7K – – –
SVWA
2210
Sarver Vrooman Wealth Advisors
Missouri
$67.9K -$2.13K -8 -3%
W
2211
WealthCollab
Washington
$67.4K – – –
TCM
2212
Triumph Capital Management
Colorado
$67.4K +$69.7K +262 New
CPG
2213
Cornerstone Planning Group
New Jersey
$67.3K -$87K -327 -55%
RL
2214
Rogco LP
Oklahoma
$64.8K – – –
GWSG
2215
GPS Wealth Strategies Group
Colorado
$64K -$224K -840 -77%
WA
2216
WPG Advisers
Maryland
$63.8K -$13.6K -51 -17%
WAU
2217
Wellington-Altus USA
Manitoba, Canada
$63K +$65.2K +245 New
RTL
2218
Red Tortoise LLC
Georgia
$62.3K – – –
JSAM
2219
J. Safra Asset Management
New York
$62.3K +$64.4K +242 New
VWA
2220
VSM Wealth Advisory
Maryland
$62.1K +$37.5K +141 +141%
HIMS
2221
Hager Investment Management Services
New Hampshire
$60.4K – – –
AWA
2222
Acumen Wealth Advisors
Tennessee
$58.6K +$60.2K +226 New
YAL
2223
Your Advocates Ltd
Texas
$58.4K -$26.1K -98 -30%
GCM
2224
Gunpowder Capital Management
Maryland
$57.9K +$59.9K +225 New
GWM
2225
Greenline Wealth Management
Florida
$57.4K +$59.4K +223 New
87 88
89
90 91