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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1201
VeraBank
Texas
$728K – – –
AAMC
1202
Asset Allocation & Management Company
Illinois
$727K -$150K -694 -17%
DWM
1203
Dakota Wealth Management
Florida
$727K – – –
BMM
1204
Buffington Mohr McNeal
Idaho
$726K +$862 +4 +0.1%
FCB
1205
First Command Bank
Texas
$726K -$50.9K -236 -7%
FCFS
1206
First Command Financial Services
Texas
$726K -$50.9K -236 -7%
FI
1207
Financial Insights
Washington
$725K +$223K +1,035 +46%
WEPOG
1208
Wealth Enhancement & Preservation of GA
Georgia
$721K +$78.1K +362 +12%
OIM
1209
Orca Investment Management
Oregon
$721K +$12.9K +60 +2%
PCOC
1210
Power Corp of Canada
Canada
$719K – – –
WA
1211
Waverly Advisors
Alabama
$718K +$219K +1,014 +45%
SF
1212
Symphony Financial
Texas
$716K -$87.5K -406 -11%
PCP
1213
Proficio Capital Partners
Massachusetts
$715K -$8.62K -40 -1%
SB
1214
Strategic Blueprint
Georgia
$714K -$26.5K -123 -4%
GC
1215
Grimes & Company
Massachusetts
$713K -$1.51K -7 -0.2%
SG
1216
StoneX Group
New York
$710K -$6.68K -31 -1%
FMWA
1217
Forvis Mazars Wealth Advisors
Missouri
$708K +$59.5K +276 +9%
BMCM
1218
Burns Matteson Capital Management
New York
$708K +$1.51K +7 +0.2%
WA
1219
Wealth Architects
California
$705K +$55K +255 +9%
AWA
1220
Arkadios Wealth Advisors
Georgia
$704K -$118K -545 -15%
BEAM
1221
Baker Ellis Asset Management
Washington
$703K – – –
RVPG
1222
Relative Value Partners Group
$703K – – –
WANY
1223
Wealthspire Advisors (New York)
New York
$701K -$89.7K -416 -12%
TCOO
1224
Trust Company of Oklahoma
Oklahoma
$700K – – –
NRG
1225
Nemes Rush Group
Michigan
$697K +$684K +3,173 New
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