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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1201
Buffington Mohr McNeal
Idaho
$795K – – –
SCP
1202
Syntal Capital Partners
Texas
$795K -$472K -1,935 -37%
DWM
1203
Dakota Wealth Management
Florida
$792K -$3.41K -14 -0.4%
BTI
1204
Blue Trust Inc
Georgia
$792K +$190K +780 +28%
WPA
1205
West Paces Advisors
Georgia
$791K -$45.1K -185 -5%
BAM
1206
Belpointe Asset Management
Nevada
$787K +$66.6K +273 +9%
KCM
1207
Kathmere Capital Management
Pennsylvania
$786K +$241K +990 +43%
SF
1208
Symphony Financial
Texas
$786K -$5.85K -24 -0.7%
WA
1209
Wealth Architects
California
$785K +$13.4K +55 +2%
GC
1210
Grimes & Company
Massachusetts
$783K +$2.19K +9 +0.3%
BMCM
1211
Burns Matteson Capital Management
New York
$776K +$488 +2 +0.1%
FI
1212
Financial Insights
Washington
$771K +$57.1K +234 +7%
BEAM
1213
Baker Ellis Asset Management
Washington
$770K – – –
TC
1214
Toews Corporation
New Jersey
$770K +$780K +3,200 New
SFM
1215
Signet Financial Management
New Jersey
$768K -$71K -291 -8%
NO
1216
Ninety One
South Africa
$766K -$99.5K -408 -11%
LI
1217
Lafayette Investments
Maryland
$760K +$21.7K +89 +3%
SFA
1218
Souders Financial Advisors
Ohio
$759K +$975 +4 +0.1%
SAM
1219
Sompo Asset Management
Japan
$758K +$156K +640 +25%
EBA
1220
Eagle Bay Advisors
New York
$756K +$335K +1,376 +78%
VEA
1221
Virtus ETF Advisers
New York
$756K -$109K -446 -12%
BIP
1222
Blueprint Investment Partners
North Carolina
$753K +$763K +3,130 New
PFSC
1223
Peoples Financial Services Corp
Pennsylvania
$751K -$49K -201 -6%
OIM
1224
Orca Investment Management
Oregon
$748K -$41.7K -171 -5%
IPW
1225
Inlet Private Wealth
Florida
$748K -$123K -503 -14%
47 48
49
50 51