We are live on ! Find out more
ADP icon

Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1201
First Western Trust Bank
Colorado
$760K +$64.6K +274 +9%
CI
1202
CX Institutional
Indiana
$759K +$56.4K +239 +8%
SA
1203
Sicart Associates
New York
$757K -$474K -2,010 -38%
MCM
1204
Maple Capital Management
Vermont
$757K -$3.77K -16 -0.5%
PCP
1205
Proficio Capital Partners
Massachusetts
$755K +$18.4K +78 +2%
MSR
1206
Main Street Research
Connecticut
$754K
IWM
1207
IHT Wealth Management
Illinois
$751K +$142K +600 +22%
V
1208
VeraBank
Texas
$749K
NQWM
1209
Northwest Quadrant Wealth Management
Oregon
$746K -$17.7K -75 -2%
KCFA
1210
Key Client Fiduciary Advisors
New Jersey
$742K -$11.3K -48 -1%
FPAS
1211
Focus Partners Advisor Solutions
Missouri
$738K -$9.91K -42 -1%
BMCM
1212
Burns Matteson Capital Management
New York
$737K -$110K -467 -13%
BEAM
1213
Baker Ellis Asset Management
Washington
$735K -$7.55K -32 -1%
MSFS
1214
Main Street Financial Solutions
Pennsylvania
$735K +$210K +892 +38%
IA
1215
IAM Advisory
Pennsylvania
$734K +$61.1K +259 +9%
BDF
1216
Balasa Dinverno & Foltz
$732K +$166K +702 +28%
OIM
1217
Orca Investment Management
Oregon
$731K -$23.6K -100 -3%
WA
1218
Wealth Alliance
New York
$731K +$53.6K +227 +8%
SFA
1219
Souders Financial Advisors
Ohio
$730K -$61.3K -260 -7%
GC
1220
Grimes & Company
Massachusetts
$729K +$69.4K +294 +10%
BMM
1221
Buffington Mohr McNeal
Idaho
$724K
OWP
1222
Obermeyer Wealth Partners
Colorado
$723K
Financial Engines Advisors
1223
Financial Engines Advisors
California
$722K -$159K -674 -17%
WS
1224
Wedbush Securities
California
$722K +$40.1K +170 +6%
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$721K