We are live on ! Find out more
ADP icon

Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1001
Summit Financial Wealth Advisors
Louisiana
$151K – – –
BG
1002
Bollard Group
Massachusetts
$146K – – –
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$137K -$25.3K -294 -16%
VanEck Associates
1004
VanEck Associates
New York
$134K +$64.3K +747 +91%
HF
1005
Hoxton Financial
West Virginia
$132K – – –
WTB
1006
Washington Trust Bank
Washington
$124K -$15.5K -180 -11%
MWP
1007
MYCIO Wealth Partners
Pennsylvania
$119K – – –
WP
1008
WealthPLAN Partners
Nebraska
$100K +$101K +1,174 New
GCM
1009
Grisanti Capital Management
New York
$85K – – –
FCCM
1010
First City Capital Management
Georgia
$83.1K – – –
AF
1011
Allworth Financial
California
$82K +$82.8K +962 New
KCM
1012
Karp Capital Management
California
$81K – – –
PCM
1013
Prelude Capital Management
New York
$78K +$78.7K +914 New
PIA
1014
Piedmont Investment Advisors
North Carolina
$76.6K – – –
AWS
1015
Aris Wealth Services
Pennsylvania
$76K +$76K +882 New
MCM
1016
Manchester Capital Management
Vermont
$72K -$156K -1,815 -68%
TCM
1017
Tradewinds Capital Management
Washington
$71K – – –
SIA
1018
Stancorp Investment Advisers
Oregon
$66K – – –
VIA
1019
Vantage Investment Advisors
Pennsylvania
$63K +$18.6K +216 +42%
JAM
1020
Jolley Asset Management
North Carolina
$62K – – –
FPFS
1021
First Personal Financial Services
North Carolina
$60K +$27.9K +324 +88%
TFO
1022
Tarbox Family Office
California
$59K – – –
ASN
1023
Advisory Services Network
Georgia
$57K – – –
BRWM
1024
B. Riley Wealth Management
Tennessee
$57K +$344 +4 +0.6%
AC
1025
Alexandria Capital
Virginia
$56K – – –