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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1251
Stokes Capital Advisors
South Carolina
$660K – – –
MFG
1252
Merit Financial Group
Georgia
$660K +$25.9K +121 +4%
SF
1253
Symphony Financial
Texas
$660K +$604K +2,820 New
EVM
1254
Evelyn V. Moreno
$657K +$117K +546 +23%
MWA
1255
Meridian Wealth Advisors
Texas
$656K -$214 -1 -0%
GC
1256
Grimes & Company
Massachusetts
$656K – – –
SB
1257
Strategic Blueprint
Georgia
$651K +$20.3K +95 +3%
PWMG
1258
Pinnacle Wealth Management Group
Michigan
$650K – – –
AF
1259
Advisornet Financial
Minnesota
$650K +$97K +453 +19%
AA
1260
Argent Advisors
Louisiana
$646K – – –
PP
1261
Patron Partners
Texas
$645K +$57.4K +268 +10%
EI
1262
Ellevest Inc
New York
$645K +$83.7K +391 +16%
EWA
1263
EverSource Wealth Advisors
Alabama
$640K +$73K +341 +14%
FI
1264
Fosun International
China
$639K +$601K +2,806 New
SHFA
1265
SS&H Financial Advisors
Michigan
$637K +$600K +2,800 New
QI
1266
Qtron Investments
Massachusetts
$633K – – –
NO
1267
Ninety One
South Africa
$630K +$171K +799 +41%
GFPC
1268
Global Financial Private Client
Florida
$630K -$117K -546 -17%
FTC
1269
Farmers Trust Company
Ohio
$628K – – –
FMWA
1270
Forvis Mazars Wealth Advisors
Missouri
$627K +$214 +1 +0%
PL
1271
Plancorp LLC
Missouri
$626K +$4.92K +23 +0.8%
CRIG
1272
Charter Research & Investment Group
Connecticut
$625K – – –
PCI
1273
Pacifica Capital Investments
Texas
$619K – – –
CCM
1274
CTC Capital Management
Illinois
$619K +$582K +2,720 New
MCM
1275
McRae Capital Management
New Jersey
$615K +$428 +2 +0.1%
49 50
51
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