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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2251
Investors Research Corp
Georgia
$130K – – –
KC
2252
Knuff & Co
California
$127K – – –
CW
2253
Curio Wealth
Maryland
$126K +$126K +409 +40,900%
FFO
2254
Fortitude Family Office
Arizona
$126K +$27.3K +89 +28%
WOSD
2255
WFA of San Diego
California
$125K +$124K +405 New
RCM
2256
Richardson Capital Management
Wisconsin
$123K – – –
BFP
2257
Briaud Financial Planning
Texas
$123K – – –
BMC
2258
Bear Mountain Capital
Washington
$121K -$307 -1 -0.2%
SIC
2259
SJS Investment Consulting
Ohio
$119K -$3.07K -10 -3%
API
2260
Asset Planning Inc
California
$116K – – –
TPWA
2261
Twin Peaks Wealth Advisors
California
$114K +$116K +379 New
SFCL
2262
Strengthening Families & Communities LLC
Massachusetts
$112K -$22.4K -73 -17%
MWA
2263
Medallion Wealth Advisors
Connecticut
$109K – – –
BGAI
2264
Bruce G. Allen Investments
Colorado
$109K +$1.54K +5 +1%
PWMA
2265
Pension & Wealth Management Advisors
Massachusetts
$108K – – –
OCM
2266
Osterweis Capital Management
California
$108K +$108K +350 New
TTIC
2267
Tower Trust & Investment Company
Iowa
$108K – – –
SCM
2268
Silvant Capital Management
Georgia
$104K – – –
IWP
2269
IAG Wealth Partners
Wisconsin
$102K – – –
YAL
2270
Your Advocates Ltd
Texas
$100K – – –
TCM
2271
Tradewinds Capital Management
Washington
$99.2K +$614 +2 +0.6%
SWA
2272
SOA Wealth Advisors
New York
$98.6K -$14.1K -46 -13%
SGC
2273
Slocum, Gordon & Co
Rhode Island
$97.5K – – –
CWM
2274
Crowley Wealth Management
Delaware
$93.3K – – –
WTFG
2275
Wood Tarver Financial Group
Idaho
$92K – – –
89 90
91
92 93