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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1051
Quantamental Technologies
New York
$603K +$580K +4,050 New
3F
1052
360 Financial
Minnesota
$602K – – –
SAM
1053
Sawgrass Asset Management
Florida
$599K – – –
HCA
1054
Harbour Capital Advisors
Virginia
$597K – – –
CPO
1055
Cerity Partners OCIO
New York
$597K +$56.6K +395 +11%
MWM
1056
Minot Wealth Management
Massachusetts
$596K -$82.4K -575 -13%
LF
1057
LifeSteps Financial
California
$596K – – –
JWBC
1058
J.W. Burns & Co
New York
$594K – – –
SFS
1059
Sowell Financial Services
Arkansas
$593K -$524K -3,661 -48%
SFS
1060
Strategic Financial Services
New York
$592K – – –
PM
1061
Parametrica Management
Hong Kong
$591K +$568K +3,966 New
TC
1062
Telemus Capital
Michigan
$590K -$373K -2,604 -39%
TIA
1063
Traphagen Investment Advisors
New Jersey
$589K – – –
CBN
1064
Cadence Bank NA
Texas
$586K – – –
OFS
1065
Orrstown Financial Services
Pennsylvania
$581K +$559K +3,901 New
SMFS
1066
Squar Milner Financial Services
California
$580K +$112K +782 +25%
APW
1067
Acima Private Wealth
Virginia
$579K – – –
SB
1068
Sunflower Bank
Texas
$578K +$557K +3,886 New
PHS
1069
Pekin Hardy Strauss
Illinois
$577K -$35.8K -250 -6%
NQWM
1070
Northwest Quadrant Wealth Management
Oregon
$577K – – –
FBT
1071
First Bankers Trust
Kentucky
$575K – – –
WTB
1072
Washington Trust Bank
Washington
$570K +$236K +1,651 +76%
FMWA
1073
Forvis Mazars Wealth Advisors
Missouri
$568K -$14.3K -100 -3%
IPW
1074
Inlet Private Wealth
Florida
$567K – – –
CFMC
1075
Curbstone Financial Management Corp
New Hampshire
$566K -$96K -670 -15%
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