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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Cedar Wealth Management
California
$48.9K – – –
NMG
2302
New Millennium Group
Utah
$48.6K – – –
TCA
2303
Trifecta Capital Advisors
Illinois
$47.1K -$17.7K -60 -27%
LC
2304
Lavaca Capital
Texas
$47.1K +$47.6K +161 New
CWM
2305
Copia Wealth Management
Oregon
$46.8K +$47.3K +160 New
CA
2306
Centerpoint Advisors
Massachusetts
$46K – – –
GA
2307
GoalVest Advisory
New York
$45.7K – – –
CWM
2308
CarsonAllaria Wealth Management
Illinois
$44.7K +$296 +1 +0.7%
HIW
2309
Holos Integrated Wealth
Pennsylvania
$43.9K +$44.3K +150 New
OIAM
2310
OFI Invest Asset Management
France
$43.5K +$45.5K +154 New
FMP
2311
Financial Management Professionals
Texas
$43.3K +$7.68K +26 +21%
NOI
2312
Newton One Investments
Delaware
$42.7K +$43.1K +146 New
KG
2313
Kieckhefer Group
Wisconsin
$42.4K +$42.9K +145 New
HWA
2314
HHM Wealth Advisors
Tennessee
$40.7K +$41.1K +139 New
DFA
2315
DHJJ Financial Advisors
Illinois
$38.9K – – –
RF
2316
Robinswood Financial
Washington
$38.3K – – –
FDW
2317
Fourth Dimension Wealth
Ohio
$37.8K +$38.1K +129 New
MSWM
2318
Mowery & Schoenfeld Wealth Management
Illinois
$37.5K +$37.8K +128 New
WWA
2319
Wingate Wealth Advisors
Massachusetts
$37.2K +$37.5K +127 New
PAS
2320
Point72 Asia (Singapore)
Singapore
$37K +$37.5K +127 New
BDL
2321
Banque de Luxembourg
Luxembourg
$37K +$37.2K +126 New
SMAM
2322
Sugar Maple Asset Management
Wisconsin
$36.9K +$37.2K +126 New
ECM
2323
Estabrook Capital Management
New York
$36.6K – – –
CJL
2324
Cyrus J. Lawrence
New York
$35K +$19.8K +67 +122%
AP
2325
Aspect Partners
Virginia
$34.8K – – –
91 92
93
94 95