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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2251
Activest Wealth Management
Florida
$43.5K +$33K +124 +276%
SR
2252
Swiss Re
Switzerland
$43.2K +$44.7K +168 New
CWM
2253
Cedar Wealth Management
California
$43K – – –
RF
2254
Rossby Financial
Florida
$43K +$10.1K +38 +29%
OC
2255
Optima Capital
Oregon
$42.8K +$44.2K +166 New
AAG
2256
Armstrong Advisory Group
Massachusetts
$42.2K -$113K -426 -72%
KAS
2257
Kemnay Advisory Services
New York
$41.4K +$42.9K +161 New
WIM
2258
Westside Investment Management
California
$41.3K +$5.59K +21 +15%
KA
2259
Kozak & Associates
Colorado
$40.7K +$266 +1 +0.7%
NEWAS
2260
N.E.W. Advisory Services
Wisconsin
$39.5K +$41K +154 New
KLWA
2261
Kelly Lawrence W & Associates
California
$39.4K – – –
TCA
2262
Trifecta Capital Advisors
Illinois
$38.8K -$3.99K -15 -9%
WWA
2263
Wealth Watch Advisors
Colorado
$38.6K +$799 +3 +2%
NOI
2264
Newton One Investments
Delaware
$38.1K – – –
HIW
2265
Holos Integrated Wealth
Pennsylvania
$37.9K – – –
DF
2266
Dunhill Financial
United Kingdom
$36.8K +$799 +3 +2%
WAG
2267
Wilkerson Advisory Group
Missouri
$36.3K +$37.5K +141 New
NMG
2268
New Millennium Group
Utah
$35.5K -$6.39K -24 -15%
IRAG
2269
Investment Research & Advisory Group
Georgia
$34.7K – – –
HPWM
2270
High Point Wealth Management
New Jersey
$34.2K +$35.4K +133 New
RA
2271
Rational Advisors
New York
$34K +$3.19K +12 +10%
RF
2272
Robinswood Financial
Washington
$33.7K – – –
MW
2273
Merited Wealth
Florida
$33.4K +$34.6K +130 New
PB
2274
Prosperity Bancshares
Texas
$32.9K +$34.1K +128 New
AWM
2275
Abound Wealth Management
Tennessee
$32.3K +$2.4K +9 +8%
89 90
91
92 93