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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$1.91M -$235K -796 -11%
TW
1002
TritonPoint Wealth
Maryland
$1.91M +$14.2K +48 +0.7%
AP
1003
Appleton Partners
Massachusetts
$1.91M -$73.9K -250 -4%
GL
1004
Graypoint LLC
New York
$1.9M +$47.3K +160 +3%
WTB
1005
Washington Trust Bank
Washington
$1.9M – – –
CSP
1006
Cary Street Partners
Virginia
$1.88M +$1.9M +6,425 New
WAP
1007
Wealthcare Advisory Partners
Pennsylvania
$1.88M -$11.8K -40 -0.6%
NWM
1008
Northcape Wealth Management
New York
$1.88M +$5.02K +17 +0.3%
FM
1009
Foster & Motley
Ohio
$1.88M +$47.6K +161 +3%
VT
1010
Vise Technologies
New York
$1.87M +$791K +2,677 +72%
TAM
1011
Townsend Asset Management
North Carolina
$1.87M -$34.3K -116 -2%
GD
1012
Grandfield & Dodd
New York
$1.86M -$70.6K -239 -4%
NL
1013
NWAM LLC
Washington
$1.86M -$149K -505 -7%
ECG
1014
Edge Capital Group
Georgia
$1.85M -$2.01M -6,815 -100%
SPC
1015
Spirepoint Private Client
Florida
$1.85M +$79.8K +270 +4%
TW
1016
TrinityPoint Wealth
Connecticut
$1.85M +$7.09K +24 +0.4%
GSCM
1017
Greenfield Seitz Capital Management
Texas
$1.84M – – –
PM
1018
Penbrook Management
New York
$1.84M – – –
BP
1019
BBR Partners
New York
$1.83M -$11.5K -39 -0.6%
CSWM
1020
Cassady Schiller Wealth Management
Ohio
$1.83M +$9.16K +31 +0.5%
1WM
1021
1858 Wealth Management
Ohio
$1.82M -$5.91K -20 -0.3%
VCA
1022
Verdence Capital Advisors
Maryland
$1.82M -$7.09K -24 -0.4%
OA
1023
Oxbow Advisors
Texas
$1.81M +$20.1K +68 +1%
WPC
1024
Wedmont Private Capital
Pennsylvania
$1.8M +$752K +2,545 +68%
SM
1025
STF Management
Texas
$1.8M +$70.9K +240 +4%
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