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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
976
Klingman & Associates
New York
$2.2M +$112K +365 +5%
IP
977
Investment Partners
Ohio
$2.19M -$95.5K -311 -4%
OHWA
978
Oak Hill Wealth Advisors
Virginia
$2.17M – – –
PPWM
979
Paragon Private Wealth Management
Kentucky
$2.15M -$396K -1,289 -16%
ES
980
Element Squared
Minnesota
$2.13M +$2.13M +6,920 New
WPC
981
Wedmont Private Capital
Pennsylvania
$2.13M +$54.7K +178 +3%
RFA
982
ROI Financial Advisors
Oregon
$2.11M +$232K +755 +12%
NP
983
Nilsine Partners
Colorado
$2.1M +$19.4K +63 +0.9%
PWP
984
Precedent Wealth Partners
Texas
$2.1M +$221K +721 +12%
I
985
InceptionR
California
$2.09M +$1.43M +4,668 +220%
CPCPP
986
Canada Post Corporation Pension Plan
Canada
$2.07M +$2.07M +6,728 New
MCM
987
Mendel Capital Management
Arkansas
$2.07M -$20.6K -67 -1%
FTWA
988
Fifth Third Wealth Advisors
Ohio
$2.07M +$182K +594 +10%
SC
989
Sepio Capital
Utah
$2.07M -$48.8K -159 -2%
IIC
990
Integrated Investment Consultants
Michigan
$2.07M -$56.2K -183 -3%
NIA
991
NIA Impact Advisors
California
$2.06M -$69.1K -225 -3%
SFS
992
Sowell Financial Services
Arkansas
$2.05M +$20.6K +67 +1%
ECAM
993
East Coast Asset Management
Massachusetts
$2.05M +$3.69K +12 +0.2%
ECM
994
Evergreen Capital Management
Washington
$2.04M +$308K +1,004 +18%
MIA
995
MeadowBrook Investment Advisors
Michigan
$2.04M -$41.5K -135 -2%
AAM
996
Auxier Asset Management
Oregon
$2.04M -$1.23K -4 -0.1%
CCB
997
Country Club Bank
Missouri
$2.02M +$304K +991 +17%
NIM
998
Northeast Investment Management
Massachusetts
$2.02M -$45.8K -149 -2%
EW
999
Evoke Wealth
California
$2.01M +$110K +357 +6%
GL
1000
Graypoint LLC
New York
$2.01M +$8.29K +27 +0.4%
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