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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1101
Baystate Wealth Management
Massachusetts
$175K +$157K +1,687 New
GRP
1102
Global Retirement Partners
California
$175K +$159K +1,705 New
MFW
1103
Mosaic Family Wealth
Missouri
$171K +$187 +2 +0.1%
WHG
1104
Westwood Holdings Group
Texas
$161K
AOWM
1105
Alpha Omega Wealth Management
Virginia
$160K +$111K +1,185 +317%
AF
1106
Allworth Financial
California
$159K +$11.1K +119 +8%
TWMP
1107
Taylor Wealth Management Partners
Massachusetts
$153K
DBT
1108
Dubuque Bank & Trust
Iowa
$150K
PCA
1109
Peddock Capital Advisors
Massachusetts
$149K
VCM
1110
Vigilant Capital Management
Maine
$149K
Acadian Asset Management
1111
Acadian Asset Management
Massachusetts
$148K +$135K +1,443 New
ACM
1112
AUA Capital Management
Pennsylvania
$147K +$133K +1,429 New
VCM
1113
Versant Capital Management
Arizona
$145K -$6.07K -65 -4%
ACM
1114
Armbruster Capital Management
New York
$133K
MPWT
1115
MassMutual Private Wealth & Trust
Connecticut
$132K +$120K +1,283 New
ZB
1116
Zions Bancorporation
Utah
$126K +$3.45K +37 +3%
LWA
1117
Lowe Wealth Advisors
Maryland
$125K +$113K +1,215 New
ECM
1118
Estabrook Capital Management
New York
$119K -$31.2K -334 -22%
GEA
1119
Glen Eagle Advisors
New Jersey
$108K +$98K +1,050 New
GCM
1120
Grisanti Capital Management
New York
$103K
IIC
1121
Integrated Investment Consultants
Michigan
$103K +$93.3K +1,000 New
AAP
1122
Arax Advisory Partners
Colorado
$95K +$86.1K +923 New
PCP
1123
Proficio Capital Partners
Massachusetts
$91K +$11.8K +127 +17%
JAM
1124
Jolley Asset Management
North Carolina
$90K
MCM
1125
Manchester Capital Management
Vermont
$87K