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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1051
Bay Colony Advisors
Massachusetts
$1M +$39K +178 +4%
BAM
1052
Belpointe Asset Management
Nevada
$1M +$162K +737 +18%
LHC
1053
Little House Capital
Massachusetts
$991K +$15.1K +69 +1%
LWA
1054
Lineweaver Wealth Advisors
Ohio
$990K +$53.9K +246 +6%
JWM
1055
Jackson Wealth Management
Florida
$990K +$1.03M +4,711 New
RGC
1056
Roberts, Glore & Co
Illinois
$987K -$4.38K -20 -0.4%
PL
1057
Parthenon LLC
Kentucky
$987K – – –
NW
1058
NewEdge Wealth
Pennsylvania
$987K +$772K +3,523 +300%
LOAMS
1059
Lombard Odier Asset Management (Switzerland)
Switzerland
$982K +$1.02M +4,676 New
DMBA
1060
Deseret Mutual Benefit Administrators
Utah
$977K +$233K +1,063 +30%
YIA
1061
YHB Investment Advisors
Connecticut
$975K – – –
BDA
1062
Borer Denton & Associates
Pennsylvania
$974K – – –
MM
1063
MQS Management
New York
$972K +$1.01M +4,626 New
3F
1064
360 Financial
Minnesota
$971K – – –
GBT
1065
Grove Bank & Trust
Florida
$968K -$261K -1,192 -21%
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
$967K +$94.9K +433 +10%
OIM
1067
Opus Investment Management
Massachusetts
$966K -$2.63M -12,000 -72%
SLT
1068
St Louis Trust
Missouri
$966K – – –
LWAM
1069
Legacy Wealth Asset Management
Minnesota
$965K +$4.82K +22 +0.5%
JIC
1070
Joel Isaacson & Co
New York
$961K -$165K -753 -14%
AAMC
1071
Asset Allocation & Management Company
Illinois
$959K – – –
SPA
1072
Shore Point Advisors
New Jersey
$957K – – –
ACI
1073
Alpha Cubed Investments
California
$957K +$2.19K +10 +0.2%
MSCM
1074
McElhenny Sheffield Capital Management
Texas
$957K +$999K +4,558 New
SMC
1075
Smith, Moore & Co
Missouri
$956K -$21.5K -98 -2%
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