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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1351
Buffington Mohr McNeal
Idaho
$675K +$73.3K +300 +12%
UBV
1352
United Bank (Virginia)
Virginia
$675K – – –
EIA
1353
Edgemoor Investment Advisors
Maryland
$674K -$20.5K -84 -3%
SC
1354
SRB Corp
Massachusetts
$673K +$658K +2,693 New
SAM
1355
Synergy Asset Management
Washington
$671K – – –
RWM
1356
Revisor Wealth Management
Ohio
$668K +$376K +1,538 +125%
LAM
1357
LifePro Asset Management
California
$667K -$26.9K -110 -4%
MWA
1358
Meridian Wealth Advisors
Texas
$660K – – –
IFG
1359
Independent Financial Group
California
$659K +$56.7K +232 +10%
BFG
1360
Beacon Financial Group
Texas
$659K -$14.7K -60 -2%
PMFA
1361
Plante Moran Financial Advisors
Michigan
$656K -$153K -625 -19%
PFG
1362
PAX Financial Group
Texas
$654K -$35.2K -144 -5%
BAM
1363
Brave Asset Management
New Jersey
$654K -$9.77K -40 -2%
AIM
1364
Aurora Investment Managers
Florida
$654K +$639K +2,617 New
AFT
1365
Alpha Family Trust
California
$653K – – –
DC
1366
DeDora Capital
California
$652K +$159K +650 +33%
LWAM
1367
Legacy Wealth Asset Management
Minnesota
$652K +$3.18K +13 +0.5%
RB
1368
Rodgers Brothers
Pennsylvania
$648K – – –
SFS
1369
Strategic Financial Services
New York
$648K – – –
NRG
1370
Nemes Rush Group
Michigan
$648K -$26.1K -107 -4%
EB
1371
Eastern Bank
Massachusetts
$648K -$17.3K -71 -3%
TCM
1372
Tandem Capital Management
New Jersey
$643K – – –
CWA
1373
CJM Wealth Advisers
Virginia
$641K -$32.7K -134 -5%
SWP
1374
Summit Wealth Partners
Florida
$640K – – –
FIBT
1375
First International Bank & Trust
North Dakota
$637K – – –
53 54
55
56 57