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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
OFS
1102
Orrstown Financial Services
Pennsylvania
$18K – – –
DPA
1103
Delphi Private Advisors
California
$16K -$177 -2 -1%
IR
1104
Invictus RG
Bermuda
$16K +$14.9K +169 New
HR
1105
Howe & Rusling
New York
$15K – – –
BIG
1106
Bellwether Investment Group
Tennessee
$14K +$13.8K +156 New
DSN
1107
D. Scott Neal
Kentucky
$13K – – –
TFO
1108
Tarbox Family Office
California
$13K – – –
PCM
1109
Penserra Capital Management
California
$12K +$4.68K +53 +73%
FNBSF
1110
First National Bank Sioux Falls
South Dakota
$11K – – –
HDIM
1111
Hanson & Doremus Investment Management
Vermont
$11K +$2.21K +25 +25%
HWP
1112
Hefty Wealth Partners
Indiana
$10K – – –
KT
1113
Kanaly Trust
Texas
$10K – – –
WCM
1114
Wealthcare Capital Management
Virginia
$5K – – –
CIM
1115
Contravisory Investment Management
Massachusetts
$5K +$3K +34 +148%
FAM
1116
Fred Alger Management
New York
$4K -$9.8K -111 -73%
AA
1117
AlphaMark Advisors
Kentucky
$4K – – –
JFA
1118
JNBA Financial Advisors
Minnesota
$4K – – –
CHP
1119
Cable Hill Partners
Oregon
$4K +$3.09K +35 New
HCM
1120
Herndon Capital Management
Georgia
$4K +$3.71K +42 New
TIM
1121
Tortoise Investment Management
New York
$4K +$4.24K +48 New
NC
1122
NewSquare Capital
Pennsylvania
$3K +$3.18K +36 New
RWM
1123
Raffa Wealth Management
District of Columbia
$1.1K – – –
TFA
1124
Transamerica Financial Advisors
Florida
$1K – – –
CCM
1125
Compass Capital Management
Minnesota
– -$19.5M -217,662 Closed