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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1051
Summit Trail Advisors
New York
$1.39M +$274K +1,122 +25%
MC
1052
Machina Capital
France
$1.38M +$385K +1,574 +40%
SIA
1053
Soltis Investment Advisors
Utah
$1.38M +$950K +3,887 +236%
CSWM
1054
Cassady Schiller Wealth Management
Ohio
$1.38M – – –
EAM
1055
Empirical Asset Management
Massachusetts
$1.38M +$330K +1,349 +32%
CAM
1056
Cozad Asset Management
Illinois
$1.37M – – –
CFSG
1057
Community Financial Services Group
Vermont
$1.37M +$1.34M +5,489 New
ACM
1058
Allred Capital Management
Texas
$1.36M -$9.29K -38 -0.7%
BAM
1059
Belpointe Asset Management
Nevada
$1.36M +$296K +1,210 +28%
MMG
1060
Monetary Management Group
Missouri
$1.35M – – –
IIM
1061
Ironwood Investment Management
Massachusetts
$1.35M +$34.9K +143 +3%
OC
1062
Oakworth Capital
Alabama
$1.35M +$108K +440 +9%
MC
1063
Middleton & Co
Massachusetts
$1.35M -$48.9K -200 -4%
CCA
1064
Checchi Capital Advisers
California
$1.35M +$17.8K +73 +1%
GWM
1065
GSB Wealth Management
Connecticut
$1.34M -$123K -504 -9%
CW
1066
CreativeOne Wealth
Kansas
$1.33M +$34.5K +141 +3%
CB
1067
Cadence Bank
Mississippi
$1.33M -$14.9K -61 -1%
BSB
1068
Bangor Savings Bank
Maine
$1.33M +$77.5K +317 +6%
CAI
1069
Capital Advisors Inc
Oklahoma
$1.33M – – –
VIG
1070
Vienna Insurance Group
Poland
$1.32M +$121K +496 +10%
JIC
1071
Joel Isaacson & Co
New York
$1.32M +$9.04K +37 +0.7%
WA
1072
Waverly Advisors
Alabama
$1.32M +$206K +844 +19%
S
1073
SimplyRich
California
$1.32M +$12.5K +51 +1%
VBCG
1074
Valley Brook Capital Group
Pennsylvania
$1.31M – – –
UAML
1075
US Asset Management LLC
Pennsylvania
$1.31M -$132K -539 -9%
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