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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2376
Pin Oak Investment Advisors
Texas
$28K – – –
AEPWM
2377
Atlantic Edge Private Wealth Management
Florida
$26.3K – – –
CIR
2378
Clear Investment Research
Georgia
$25.2K – – –
AWM
2379
Activest Wealth Management
Florida
$24.7K +$23.5K +78 +2,600%
RWM
2380
Raffa Wealth Management
District of Columbia
$24.4K – – –
BT
2381
Banque Transatlantique
France
$24.4K -$31.7K -105 -57%
BG
2382
Bollard Group
Massachusetts
$24K +$302 +1 +1%
CAIM
2383
Catherine Avery Investment Management
Florida
$23.8K – – –
BL
2384
BFSG LLC
California
$22.9K – – –
1NWS
2385
1 North Wealth Services
Maryland
$22.9K +$22.6K +75 New
KFP
2386
Keener Financial Planning
Texas
$22K – – –
WWM
2387
Wolff Wiese Magana
California
$21.7K – – –
NCM
2388
Northwest Capital Management
Oregon
$21.1K – – –
SNB
2389
Security National Bank
Nebraska
$20.8K – – –
VWWMG
2390
Vermillion & White Wealth Management Group
Pennsylvania
$20.8K +$20.5K +68 New
WCM
2391
Westend Capital Management
California
$19.6K – – –
FW
2392
Fairway Wealth
Ohio
$18.3K – – –
PP
2393
PFS Partners
New Jersey
$18K – – –
CCM
2394
Cloud Capital Management
Washington
$17K +$16.9K +56 New
GWMI
2395
Guardian Wealth Management (Illinois)
Illinois
$16.4K -$302 -1 -2%
HFS
2396
Hughes Financial Services
Virginia
$15.9K +$15.7K +52 New
PWA
2397
Physician Wealth Advisors
Utah
$15.3K – – –
WIM
2398
Westside Investment Management
California
$15.3K -$8.14K -27 -35%
BI
2399
Binnacle Investments
Iowa
$15.3K +$15.1K +50 New
BBPWM
2400
Blue Bell Private Wealth Management
Pennsylvania
$14.1K +$1.51K +5 +12%
94 95
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97 98