We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1201
Ellis Investment Partners
Pennsylvania
$926K +$1.5K +7 +0.2%
MFA
1202
Mayflower Financial Advisors
Massachusetts
$925K +$27.8K +130 +3%
BFA
1203
Beaumont Financial Advisors
Massachusetts
$925K -$70.8K -331 -7%
RBFC
1204
Roman Butler Fullerton & Co
Missouri
$925K -$199K -929 -20%
RCAG
1205
Rehmann Capital Advisory Group
Michigan
$923K +$10.7K +50 +1%
WIC
1206
Woodmont Investment Counsel
Tennessee
$923K -$35.9K -168 -4%
IAIM
1207
International Assets Investment Management
Florida
$922K +$31.6K +148 +4%
FCM
1208
Fourpath Capital Management
Oklahoma
$920K +$632K +2,955 +256%
WIM
1209
Walsky Investment Management
Pennsylvania
$920K – – –
CSB
1210
City State Bank
Iowa
$914K – – –
CT
1211
Chicago Trust
Illinois
$914K -$79.1K -370 -8%
PWMG
1212
Prestige Wealth Management Group
New Jersey
$914K -$373K -1,745 -30%
RFA
1213
ROI Financial Advisors
Oregon
$912K -$410K -1,918 -32%
FM
1214
Foster & Motley
Ohio
$909K -$31.6K -148 -4%
CG
1215
Clifford Group
Massachusetts
$908K – – –
BPW
1216
BlueDoor Private Wealth
Massachusetts
$906K – – –
KPWG
1217
KFA Private Wealth Group
Virginia
$906K -$34K -159 -4%
WA1
1218
Wimmer Associates 1
California
$904K – – –
AIM
1219
Alhambra Investment Management
Florida
$902K +$14.7K +69 +2%
SMC
1220
Smith, Moore & Co
Missouri
$901K -$12.6K -59 -1%
CWP
1221
Core Wealth Partners
California
$900K +$2.78K +13 +0.3%
FMWA
1222
Forvis Mazars Wealth Advisors
Missouri
$899K +$59.6K +279 +7%
SA
1223
Sylvest Advisors
Texas
$899K +$858K +4,013 New
PCP
1224
Proficio Capital Partners
Massachusetts
$895K +$537K +2,511 +169%
LWM
1225
Liberty Wealth Management
California
$895K – – –
47 48
49
50 51