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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1776
Texas Capital Bancshares
Texas
$273K -$20K -82 -7%
VAM
1777
Verity Asset Management
North Carolina
$271K – – –
DA
1778
DCM Advisors
New York
$271K -$168K -686 -39%
AWM
1779
Angeles Wealth Management
California
$270K +$4.4K +18 +2%
WW
1780
Westshore Wealth
California
$270K – – –
OFG
1781
Oxford Financial Group
Indiana
$269K -$30.1K -123 -10%
MCM
1782
Monument Capital Management
Virginia
$269K -$23.7K -97 -8%
CA
1783
Carson Advisory
Georgia
$268K +$14.7K +60 +6%
LAM
1784
Lewis Asset Management
California
$267K +$244 +1 +0.1%
MAG
1785
M3 Advisory Group
Massachusetts
$266K -$58.9K -241 -18%
FG
1786
Foster Group
Iowa
$266K -$3.67K -15 -1%
IPWA
1787
International Private Wealth Advisors
California
$266K +$49.4K +202 +23%
TWM
1788
Thrive Wealth Management
Pennsylvania
$265K +$9.53K +39 +4%
DIA
1789
Dana Investment Advisors
Wisconsin
$265K -$8.31K -34 -3%
AMCA
1790
Arthur M. Cohen & Associates
Illinois
$265K – – –
MAM
1791
McLean Asset Management
Virginia
$265K +$977 +4 +0.4%
IFO
1792
Independent Family Office
New York
$264K – – –
JGIA
1793
Jackson Grant Investment Advisers
Connecticut
$263K +$1.22K +5 +0.5%
WAL
1794
W Advisors LLC
Tennessee
$263K – – –
LT
1795
Legacy Trust
Michigan
$262K +$5.38K +22 +2%
BFS
1796
Bard Financial Services
Connecticut
$262K – – –
DSAM
1797
Dock Street Asset Management
Florida
$262K – – –
HC
1798
Hamilton Capital
Ohio
$262K +$9.53K +39 +4%
H
1799
HoyleCohen
California
$262K – – –
CIC
1800
Cornercap Investment Counsel
Georgia
$260K -$2.2K -9 -0.9%
70 71
72
73 74