We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1051
Wellesley Investment Partners
Massachusetts
$603K +$223K +1,555 +62%
QT
1052
Quantamental Technologies
New York
$603K +$580K +4,050 New
3F
1053
360 Financial
Minnesota
$602K – – –
SAM
1054
Sawgrass Asset Management
Florida
$599K – – –
HCA
1055
Harbour Capital Advisors
Virginia
$597K – – –
CPO
1056
Cerity Partners OCIO
New York
$597K +$56.6K +395 +11%
MWM
1057
Minot Wealth Management
Massachusetts
$596K -$82.4K -575 -13%
LF
1058
LifeSteps Financial
California
$596K – – –
JWBC
1059
J.W. Burns & Co
New York
$594K – – –
SFS
1060
Sowell Financial Services
Arkansas
$593K -$524K -3,661 -48%
SFS
1061
Strategic Financial Services
New York
$592K – – –
PM
1062
Parametrica Management
Hong Kong
$591K +$568K +3,966 New
TC
1063
Telemus Capital
Michigan
$590K -$373K -2,604 -39%
TIA
1064
Traphagen Investment Advisors
New Jersey
$589K – – –
CBN
1065
Cadence Bank NA
Texas
$586K – – –
OFS
1066
Orrstown Financial Services
Pennsylvania
$581K +$559K +3,901 New
SMFS
1067
Squar Milner Financial Services
California
$580K +$112K +782 +25%
APW
1068
Acima Private Wealth
Virginia
$579K – – –
SB
1069
Sunflower Bank
Texas
$578K +$557K +3,886 New
PHS
1070
Pekin Hardy Strauss
Illinois
$577K -$35.8K -250 -6%
NQWM
1071
Northwest Quadrant Wealth Management
Oregon
$577K – – –
FBT
1072
First Bankers Trust
Kentucky
$575K – – –
WTB
1073
Washington Trust Bank
Washington
$570K +$236K +1,651 +76%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$568K -$14.3K -100 -3%
IPW
1075
Inlet Private Wealth
Florida
$567K – – –
41 42
43
44 45