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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Crowley Wealth Management
Delaware
$88.3K +$89.2K +302 New
WTFG
2252
Wood Tarver Financial Group
Idaho
$87K +$88.1K +298 New
AWM
2253
Atticus Wealth Management
Florida
$85.8K – – –
KBFS
2254
Kohmann Bosshard Financial Services
Ohio
$85.2K +$86K +291 New
JFA
2255
JNBA Financial Advisors
Minnesota
$84.6K -$14.8K -50 -15%
OSNBOA
2256
Old Second National Bank of Aurora
Illinois
$82.5K – – –
MTIC
2257
Missouri Trust & Investment Company
Missouri
$82K +$2.96K +10 +4%
OW
2258
Olistico Wealth
Oklahoma
$79.4K – – –
DWM
2259
Darwin Wealth Management
Florida
$79.3K -$10.3K -35 -11%
PK
2260
Pflug Koory
Nebraska
$78.2K – – –
W
2261
WealthCollab
Washington
$76.7K – – –
OPTFSNA
2262
Old Point Trust & Financial Services N A
Virginia
$76.7K – – –
SL
2263
Salomon & Ludwin
Virginia
$75.8K -$1.48K -5 -2%
CIA
2264
Cape Investment Advisory
Georgia
$74K +$5.62K +19 +8%
OC
2265
Oarsman Capital
Wisconsin
$73.2K – – –
OIA
2266
Optimum Investment Advisors
Illinois
$73.2K – – –
OCM
2267
Orion Capital Management
California
$73.2K +$73.9K +250 New
AF
2268
Atala Financial
California
$72.2K +$52.3K +177 New
RTL
2269
Red Tortoise LLC
Georgia
$70.9K – – –
HCP
2270
Hexagon Capital Partners
Arkansas
$70K +$36.3K +123 +106%
FCT
2271
First Community Trust
Iowa
$69.7K – – –
HIMS
2272
Hager Investment Management Services
New Hampshire
$68.8K +$69.4K +235 New
CMP
2273
Coston McIsaac & Partners
Maine
$68K +$296 +1 +0.4%
CWM
2274
Compass Wealth Management
Connecticut
$67.9K – – –
FNWA
2275
Financial Network Wealth Advisors
Utah
$67.6K -$94.3K -319 -58%
89 90
91
92 93