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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1076
Burke & Herbert Bank & Trust
Virginia
$794K – – –
SJL
1077
Shayne & Jacobs LLC
Tennessee
$793K -$3.3K -17 -0.4%
JWCA
1078
J.W. Cole Advisors
Florida
$792K -$1.6M -8,251 -67%
NQWM
1079
Northwest Quadrant Wealth Management
Oregon
$792K +$2.72K +14 +0.4%
SAM
1080
Sawgrass Asset Management
Florida
$791K -$7.77K -40 -1%
UBV
1081
United Bank (Virginia)
Virginia
$790K +$6.61K +34 +0.9%
FM
1082
Foster & Motley
Ohio
$787K -$60.6K -312 -7%
VFA
1083
Valeo Financial Advisors
Indiana
$787K -$24.9K -128 -3%
SWM
1084
Spire Wealth Management
Virginia
$786K -$892K -4,588 -54%
MCA
1085
Mercer Capital Advisers
New Jersey
$784K – – –
PBC
1086
Pavion Blue Capital
California
$784K – – –
JWBC
1087
J.W. Burns & Co
New York
$780K -$1.94K -10 -0.3%
BCA
1088
Bay Colony Advisors
Massachusetts
$774K +$196K +1,007 +35%
WWM
1089
Western Wealth Management
Colorado
$774K +$412K +2,120 +120%
VCM
1090
Vigilant Capital Management
Maine
$773K -$77.7K -400 -9%
IWC
1091
Integrated Wealth Concepts
Massachusetts
$773K +$53.4K +275 +8%
APW
1092
Acima Private Wealth
Virginia
$772K – – –
TAM
1093
Trust Asset Management
Texas
$771K +$82.6K +425 +12%
LF
1094
LifeSteps Financial
California
$769K – – –
QCG
1095
Quadrant Capital Group
Ohio
$767K +$35.2K +181 +5%
IAIM
1096
International Assets Investment Management
Florida
$766K -$699K -3,598 -48%
PHS
1097
Pekin Hardy Strauss
Illinois
$760K – – –
EFSCE
1098
Enterprise Financial Services Corp (EFSC)
Missouri
$758K +$211K +1,087 +40%
IPW
1099
Inlet Private Wealth
Florida
$757K +$583 +3 +0.1%
OPS
1100
Orion Portfolio Solutions
Nebraska
$746K -$22.9K -118 -3%
42 43
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