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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1076
Liberty Wealth Management
California
$510K -$4.76K -34 -0.9%
AWA
1077
Arete Wealth Advisors
Illinois
$508K -$9.67K -69 -2%
SFG
1078
Summit Financial Group
West Virginia
$508K – – –
Koshinski Asset Management
1079
Koshinski Asset Management
Illinois
$505K +$2.8K +20 +0.6%
EF
1080
Empirical Finance
Pennsylvania
$505K +$103K +736 +26%
TFM
1081
TFC Financial Management
Massachusetts
$503K +$506K +3,608 New
AAIM
1082
Asset Advisors Investment Management
Georgia
$502K -$84.1K -600 -14%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$502K -$29.4K -210 -6%
MSR
1084
Main Street Research
Connecticut
$501K -$24K -171 -5%
CSPIA
1085
Cary Street Partners Investment Advisory
Virginia
$500K +$502K +3,581 New
LSAG
1086
Lake Street Advisors Group
New Hampshire
$498K -$3.64K -26 -0.7%
WTB
1087
Washington Trust Bank
Washington
$497K -$36.4K -260 -7%
UBV
1088
United Bank (Virginia)
Virginia
$496K -$112K -802 -18%
PFS
1089
Prospera Financial Services
Texas
$495K -$1.96M -13,978 -80%
TSW
1090
Thompson Siegel & Walmsley
Virginia
$491K – – –
SA
1091
SL Advisors
New Jersey
$491K +$63.3K +452 +15%
MWM
1092
Modera Wealth Management
New Jersey
$490K -$94.3K -673 -16%
OPS
1093
Orion Portfolio Solutions
Nebraska
$490K +$17.4K +124 +4%
MFG
1094
Magnus Financial Group
New York
$488K -$123K -881 -20%
CA
1095
Capital Advantage
California
$487K +$140 +1 +0%
PB
1096
Pinnacle Bancorp
Nebraska
$486K -$154K -1,096 -24%
PI
1097
Putnam Investments
Massachusetts
$485K -$1.14M -8,150 -70%
QCM
1098
Quantinno Capital Management
New York
$484K +$190K +1,354 +64%
VDI
1099
Vaughan David Investments
Illinois
$483K – – –
Jones Financial Companies
1100
Jones Financial Companies
Missouri
$482K +$60.3K +430 +14%