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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2251
Park Place Capital
Alabama
$132K +$27K +88 +26%
DPW
2252
DiNuzzo Private Wealth
Pennsylvania
$130K – – –
IRC
2253
Investors Research Corp
Georgia
$130K – – –
KC
2254
Knuff & Co
California
$127K – – –
CW
2255
Curio Wealth
Maryland
$126K +$126K +409 +40,900%
FFO
2256
Fortitude Family Office
Arizona
$126K +$27.3K +89 +28%
WOSD
2257
WFA of San Diego
California
$125K +$124K +405 New
RCM
2258
Richardson Capital Management
Wisconsin
$123K – – –
BFP
2259
Briaud Financial Planning
Texas
$123K – – –
BMC
2260
Bear Mountain Capital
Washington
$121K -$307 -1 -0.2%
SIC
2261
SJS Investment Consulting
Ohio
$119K -$3.07K -10 -3%
API
2262
Asset Planning Inc
California
$116K – – –
TPWA
2263
Twin Peaks Wealth Advisors
California
$114K +$116K +379 New
SFCL
2264
Strengthening Families & Communities LLC
Massachusetts
$112K -$22.4K -73 -17%
MWA
2265
Medallion Wealth Advisors
Connecticut
$109K – – –
BGAI
2266
Bruce G. Allen Investments
Colorado
$109K +$1.54K +5 +1%
PWMA
2267
Pension & Wealth Management Advisors
Massachusetts
$108K – – –
OCM
2268
Osterweis Capital Management
California
$108K +$108K +350 New
TTIC
2269
Tower Trust & Investment Company
Iowa
$108K – – –
SCM
2270
Silvant Capital Management
Georgia
$104K – – –
IWP
2271
IAG Wealth Partners
Wisconsin
$102K – – –
YAL
2272
Your Advocates Ltd
Texas
$100K – – –
TCM
2273
Tradewinds Capital Management
Washington
$99.2K +$614 +2 +0.6%
SWA
2274
SOA Wealth Advisors
New York
$98.6K -$14.1K -46 -13%
SGC
2275
Slocum, Gordon & Co
Rhode Island
$97.5K – – –
89 90
91
92 93