We are live on ! Find out more
ADP icon

Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
JF
1126
Jump Financial
Illinois
$941K +$864K +3,816 New
IPW
1127
Inlet Private Wealth
Florida
$940K
BWP
1128
BSW Wealth Partners
Colorado
$940K +$153K +675 +22%
LF
1129
LifeSteps Financial
California
$925K -$26.5K -117 -3%
CCA
1130
Cobblestone Capital Advisors
New York
$924K -$63.4K -280 -7%
MW
1131
Marcum Wealth
Ohio
$921K -$3.4K -15 -0.4%
CSWG
1132
Cardinal Strategic Wealth Guidance
Kentucky
$916K
MGP
1133
Metis Global Partners
California
$909K +$835K +3,688 New
AG
1134
Ascent Group
Virginia
$901K +$939K +4,148 New
CI
1135
CX Institutional
Indiana
$898K -$2.14M -9,430 -72%
DBG
1136
De Burlo Group
Massachusetts
$896K
GM
1137
GeoWealth Management
Illinois
$895K -$95.1K -420 -10%
CCP
1138
Clarkston Capital Partners
Michigan
$893K
SFG
1139
Summit Financial Group
West Virginia
$892K
PFG
1140
PAX Financial Group
Texas
$887K -$20.1K -89 -2%
BFA
1141
Beaumont Financial Advisors
Massachusetts
$883K -$74.9K -331 -8%
CA
1142
Cornerstone Advisory
Maryland
$879K +$226 +1 +0%
UBV
1143
United Bank (Virginia)
Virginia
$873K
WI
1144
Wintrust Investments
Illinois
$872K +$801K +3,537 New
Jones Financial Companies
1145
Jones Financial Companies
Missouri
$871K +$156K +689 +24%
AAIM
1146
Asset Advisors Investment Management
Georgia
$867K +$3.62K +16 +0.5%
BAM
1147
Belpointe Asset Management
Nevada
$865K +$35.3K +156 +5%
NQWM
1148
Northwest Quadrant Wealth Management
Oregon
$858K +$2.49K +11 +0.3%
Wealth Enhancement Advisory Services
1149
Wealth Enhancement Advisory Services
Minnesota
$857K +$1.58K +7 +0.2%
WTB
1150
Washington Trust Bank
Washington
$854K -$20.1K -89 -3%