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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1526
Meridian Wealth Advisors
Texas
$552K -$115K -432 -17%
TCBWMS
1527
Texas Capital Bank Wealth Management Services
Texas
$551K +$60.2K +226 +12%
WBCM
1528
Wilson & Boucher Capital Management
California
$549K – – –
BCM
1529
Brasada Capital Management
Texas
$549K -$735K -2,760 -56%
CF
1530
Claris Financial
Virginia
$545K +$1.33K +5 +0.2%
WPIC
1531
White Pine Investment Company
Michigan
$542K -$22.6K -85 -4%
GAB
1532
German American Bancorp
Indiana
$542K -$2.66K -10 -0.5%
SFSG
1533
Sound Financial Strategies Group
Mississippi
$538K -$54K -203 -9%
CCP
1534
Cushing Capital Partners
Wisconsin
$537K -$240K -903 -30%
MCA
1535
Maryland Capital Advisors
Maryland
$535K – – –
A
1536
Argentarii
Ohio
$533K +$35.1K +132 +7%
SF
1537
Symphony Financial
Texas
$531K -$160K -602 -23%
RA
1538
Ransom Advisory
Rhode Island
$530K +$17.3K +65 +3%
WBC
1539
West Branch Capital
Massachusetts
$529K -$384K -1,443 -41%
LAM
1540
L2 Asset Management
Massachusetts
$526K +$35.1K +132 +7%
LAM
1541
Lummis Asset Management
Texas
$526K -$4.79K -18 -0.9%
VAM
1542
Verity Asset Management
North Carolina
$526K -$343K -1,288 -39%
SB
1543
Strategic Blueprint
Georgia
$526K +$1.06K +4 +0.2%
DCM
1544
Dorato Capital Management
Colorado
$526K +$541K +2,033 New
PWM
1545
Partnership Wealth Management
Maryland
$526K – – –
NSIM
1546
North Star Investment Management
Illinois
$525K +$14.4K +54 +3%
OCPWS
1547
One Charles Private Wealth Services
Massachusetts
$524K -$2.13K -8 -0.4%
CIG
1548
Cascade Investment Group
Colorado
$523K – – –
ML
1549
McAdam LLC
Pennsylvania
$520K – – –
HI
1550
Harbour Investments
Wisconsin
$519K +$71.3K +268 +15%
60 61
62
63 64