We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
951
Meridian Investment Counsel
California
$912K -$4.97K -30 -0.6%
KPW
952
Kore Private Wealth
New York
$912K +$45.2K +273 +5%
PCS
953
Personal CFO Solutions
New Jersey
$911K +$887K +5,356 New
WANY
954
Wealthspire Advisors (New York)
New York
$906K +$23.2K +140 +3%
RGC
955
Roberts, Glore & Co
Illinois
$906K +$85.6K +517 +11%
CAM
956
Congress Asset Management
Massachusetts
$900K -$8.28K -50 -0.9%
MA
957
Mutual Advisors
Nebraska
$896K -$188K -1,138 -18%
AIA
958
Armor Investment Advisors
North Carolina
$894K – – –
CL
959
CPWM LLC
Washington
$892K -$3.48K -21 -0.4%
SRC
960
Shufro Rose & Co
New York
$891K – – –
RHBC
961
R.H. Bluestein & Co
Michigan
$891K +$497K +3,000 +135%
WBC
962
West Branch Capital
Massachusetts
$884K -$186K -1,121 -18%
ACM
963
Argent Capital Management
Missouri
$883K – – –
MC
964
Middleton & Co
Massachusetts
$882K – – –
MPI
965
Mairs & Power Inc
Minnesota
$882K +$19.9K +120 +2%
BCM
966
BTR Capital Management
California
$878K – – –
ODCM
967
Old Dominion Capital Management
Virginia
$877K -$37.6K -227 -4%
S
968
SimplyRich
California
$876K – – –
AWM
969
Aries Wealth Management
Maine
$870K – – –
AIL
970
AGF Investments LLC
Ontario, Canada
$868K +$842K +5,088 New
TFS
971
Thoroughbred Financial Services
Tennessee
$866K +$27.7K +167 +3%
MFS
972
Mirabella Financial Services
United Kingdom
$864K +$839K +5,067 New
IWM
973
IHT Wealth Management
Illinois
$862K -$52.3K -316 -6%
VFA
974
Valeo Financial Advisors
Indiana
$860K – – –
CQS
975
Credential Qtrade Securities
$859K +$8.45K +51 +1%
37 38
39
40 41