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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1176
Financial Architects (New Jersey)
New Jersey
$788K -$2.33M -10,880 -76%
WTB
1177
Washington Trust Bank
Washington
$787K -$428 -2 -0.1%
PNAA
1178
Pictet North America Advisors
Switzerland
$787K +$7.07K +33 +1%
BMCM
1179
Burns Matteson Capital Management
New York
$780K +$147K +685 +25%
MWM
1180
Minot Wealth Management
Massachusetts
$778K +$74.7K +349 +11%
CSWG
1181
Cardinal Strategic Wealth Guidance
Kentucky
$777K -$64.2K -300 -8%
MW
1182
Marcum Wealth
Ohio
$776K -$69.4K -324 -9%
LI
1183
Lafayette Investments
Maryland
$776K – – –
M
1184
MOTCO
Texas
$775K +$26.1K +122 +4%
RWM
1185
Ritholtz Wealth Management
New York
$775K +$138K +644 +23%
SSG
1186
Summit Securities Group
New York
$774K -$187K -874 -20%
HHAM
1187
HITE Hedge Asset Management
Massachusetts
$774K – – –
SSWG
1188
Seven Springs Wealth Group
Tennessee
$774K – – –
EWM
1189
Evermay Wealth Management
Virginia
$773K +$24.6K +115 +4%
MSR
1190
Main Street Research
Connecticut
$770K – – –
SIM
1191
Sentry Investment Management
Wisconsin
$769K -$109K -511 -13%
SFA
1192
Souders Financial Advisors
Ohio
$766K +$1.28K +6 +0.2%
ACM
1193
Aljian Capital Management
Nevada
$755K +$173K +808 +33%
V
1194
VeraBank
Texas
$753K – – –
KCFA
1195
Key Client Fiduciary Advisors
New Jersey
$753K +$1.28K +6 +0.2%
LC
1196
Lindbrook Capital
California
$751K +$9.85K +46 +1%
BEAM
1197
Baker Ellis Asset Management
Washington
$746K – – –
LI
1198
LMCG Investments
Massachusetts
$746K +$702K +3,278 New
N
1199
Natixis
France
$744K -$43.1M -201,385 -98%
MYIA
1200
Mount Yale Investment Advisors
Colorado
$743K -$26.8K -125 -4%
46 47
48
49 50