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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1201
Relative Value Partners Group
$799K -$175K -712 -18%
TCM
1202
Teza Capital Management
Illinois
$799K -$1.52M -6,189 -65%
V
1203
VeraBank
Texas
$793K +$2.21K +9 +0.3%
VEA
1204
Virtus ETF Advisers
New York
$793K +$49.8K +203 +7%
MSFS
1205
Main Street Financial Solutions
Pennsylvania
$792K +$15.7K +64 +2%
SFS
1206
Strategic Financial Services
New York
$791K -$13.5K -55 -2%
NQWM
1207
Northwest Quadrant Wealth Management
Oregon
$790K +$2.46K +10 +0.3%
TPWM
1208
Twelve Points Wealth Management
Massachusetts
$788K +$73.7K +300 +10%
CG
1209
Corundum Group
Colorado
$782K -$405K -1,650 -34%
GC
1210
Grimes & Company
Massachusetts
$781K +$10.8K +44 +1%
SFA
1211
Souders Financial Advisors
Ohio
$773K +$1.72K +7 +0.2%
BMCM
1212
Burns Matteson Capital Management
New York
$769K -$9.33K -38 -1%
OIM
1213
Orca Investment Management
Oregon
$769K -$2.95K -12 -0.4%
CCA
1214
Cobblestone Capital Advisors
New York
$768K -$51.6K -210 -6%
BEAM
1215
Baker Ellis Asset Management
Washington
$764K -$11.8K -48 -1%
BMM
1216
Buffington Mohr McNeal
Idaho
$764K – – –
OWP
1217
Obermeyer Wealth Partners
Colorado
$764K – – –
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$761K +$246 +1 +0%
FWTB
1219
First Western Trust Bank
Colorado
$761K -$43K -175 -5%
MYIA
1220
Mount Yale Investment Advisors
Colorado
$755K +$776K +3,161 New
ACM
1221
Argyle Capital Management
Pennsylvania
$755K – – –
PEA
1222
Park Edge Advisors
Ohio
$753K +$774K +3,153 New
PL
1223
Plancorp LLC
Missouri
$750K +$18.2K +74 +2%
SA
1224
SL Advisors
New Jersey
$747K – – –
CWP
1225
Core Wealth Partners
California
$747K +$2.51M +10,216 New
47 48
49
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