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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1101
Wilbanks Smith & Thomas Asset Management
Virginia
$742K – – –
TW
1102
TrinityPoint Wealth
Connecticut
$740K +$10.7K +55 +1%
CSWG
1103
Cardinal Strategic Wealth Guidance
Kentucky
$738K -$12.2K -63 -2%
PFG
1104
PAX Financial Group
Texas
$735K +$21.6K +111 +3%
SB
1105
Strategic Blueprint
Georgia
$732K +$421K +2,169 +143%
GIA
1106
Granite Investment Advisors
New Hampshire
$729K +$1.55K +8 +0.2%
TFM
1107
TFC Financial Management
Massachusetts
$729K +$5.05K +26 +0.7%
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$726K -$47.8K -246 -6%
SFO
1109
Stokes Family Office
Louisiana
$726K +$234K +1,202 +49%
BIM
1110
Baldwin Investment Management
Pennsylvania
$725K -$9.72K -50 -1%
MFW
1111
Meristem Family Wealth
Minnesota
$725K +$61.2K +315 +9%
DBG
1112
De Burlo Group
Massachusetts
$722K -$136K -700 -16%
LOAMS
1113
Lombard Odier Asset Management (Switzerland)
Switzerland
$721K -$36.5K -188 -5%
SFG
1114
Summit Financial Group
West Virginia
$718K – – –
LI
1115
Lafayette Investments
Maryland
$717K +$457K +2,351 +187%
TP
1116
Tranquility Partners
Tennessee
$714K -$30.1K -155 -4%
TCOO
1117
Trust Company of Oklahoma
Oklahoma
$712K -$467K -2,403 -40%
CCM
1118
Coldstream Capital Management
Washington
$709K +$17.7K +91 +3%
OIM
1119
Orca Investment Management
Oregon
$708K -$4.86K -25 -0.7%
CA
1120
Cornerstone Advisory
Maryland
$708K +$194 +1 +0%
BCA
1121
Berman Capital Advisors
Georgia
$706K +$42.9K +221 +7%
WI
1122
Wintrust Investments
Illinois
$705K -$59.7K -307 -8%
CGL
1123
Clarius Group LLC
Washington
$704K +$6.41K +33 +0.9%
TSW
1124
Thompson Siegel & Walmsley
Virginia
$700K -$1.94K -10 -0.3%
AAIM
1125
Asset Advisors Investment Management
Georgia
$695K – – –
43 44
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