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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1151
Great Valley Advisor Group
Delaware
$637K +$162K +836 +35%
BMM
1152
Buffington Mohr McNeal
Idaho
$636K – – –
EWM
1153
Endurance Wealth Management
Rhode Island
$635K -$6.8K -35 -1%
AIL
1154
AGF Investments LLC
Ontario, Canada
$634K +$604K +3,108 +3,656%
CCT
1155
Chemung Canal Trust
New York
$630K – – –
Voloridge Investment Management
1156
Voloridge Investment Management
Florida
$629K +$616K +3,168 New
ACM
1157
Argyle Capital Management
Pennsylvania
$628K – – –
RB
1158
Rodgers Brothers
Pennsylvania
$623K – – –
Jones Financial Companies
1159
Jones Financial Companies
Missouri
$620K -$71.5K -368 -11%
LSAG
1160
Lake Street Advisors Group
New Hampshire
$620K -$972 -5 -0.2%
OIA
1161
OneDigital Investment Advisors
Kansas
$620K +$142K +733 +31%
MSFS
1162
Main Street Financial Solutions
Pennsylvania
$617K -$12K -62 -2%
WWM
1163
Windsor Wealth Management
Indiana
$613K -$74.6K -384 -11%
WA
1164
Wambolt & Associates
Colorado
$611K +$89.6K +461 +18%
MWM
1165
Minot Wealth Management
Massachusetts
$609K -$367K -1,886 -39%
HWMG
1166
Hurlow Wealth Management Group
Indiana
$606K -$2.14K -11 -0.4%
FHA
1167
Flagship Harbor Advisors
Massachusetts
$606K -$1.75K -9 -0.3%
BAM
1168
Belpointe Asset Management
Nevada
$606K +$244K +1,254 +70%
EVM
1169
Evelyn V. Moreno
$600K -$190K -980 -24%
GFPC
1170
Global Financial Private Client
Florida
$600K +$205K +1,053 +54%
CP
1171
Castleview Partners
Texas
$598K +$585K +3,011 New
HI
1172
Hoey Investments
Pennsylvania
$596K – – –
WS
1173
Wedbush Securities
California
$596K +$5.63K +29 +1%
FMWA
1174
Forvis Mazars Wealth Advisors
Missouri
$595K +$1.75K +9 +0.3%
JAG
1175
Journey Advisory Group
Kentucky
$592K +$123K +634 +27%