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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1201
Exencial Wealth Advisors
Oklahoma
$461K – – –
RTC
1202
Riverview Trust Company
Washington
$460K – – –
SCM
1203
Salem Capital Management
Massachusetts
$460K – – –
FMLI
1204
Fukoku Mutual Life Insurance
Japan
$460K +$49.7K +300 +13%
WP
1205
WealthShield Partners
North Carolina
$459K -$135K -815 -23%
GBT
1206
Grove Bank & Trust
Florida
$459K -$12.9K -78 -3%
PAG
1207
Pinnacle Advisory Group
Maryland
$455K +$442K +2,667 New
PP
1208
PagnatoKarp Partners
Virginia
$454K – – –
LFA
1209
Legacy Financial Advisors
Kentucky
$453K – – –
SWP
1210
Summit Wealth Partners
Florida
$452K +$439K +2,650 New
TCM
1211
Tandem Capital Management
New Jersey
$450K +$437K +2,641 New
SFS
1212
Sowell Financial Services
Arkansas
$446K +$34.4K +208 +9%
BAM
1213
Belpointe Asset Management
Nevada
$446K +$49.2K +297 +13%
HWA
1214
Heritage Wealth Advisors
Virginia
$446K +$1.82K +11 +0.4%
AWM
1215
Argent Wealth Management
Massachusetts
$443K +$431K +2,601 New
ST
1216
Sabal Trust
Florida
$441K -$21.2M -128,057 -98%
ZB
1217
Zions Bancorporation
Utah
$439K -$21.5K -130 -5%
WI
1218
Wintrust Investments
Illinois
$439K -$1.16K -7 -0.3%
NCM
1219
Nelson Capital Management
California
$439K – – –
OFW
1220
Omnia Family Wealth
Florida
$439K – – –
TI
1221
Truepoint Inc
Ohio
$437K – – –
I
1222
IberiaBank
Louisiana
$434K +$9.77K +59 +2%
WP
1223
WealthSource Partners
California
$432K -$85.8K -518 -17%
FCB
1224
First Command Bank
Texas
$432K – – –
FCFS
1225
First Command Financial Services
Texas
$432K – – –
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