We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1226
Capital Wealth Planning
Florida
$711K +$16.3K +72 +3%
EN1L
1227
Engine No 1 LLC
California
$711K +$139K +612 +27%
PWMG
1228
Pinnacle Wealth Management Group
Michigan
$704K – – –
AA
1229
Argent Advisors
Louisiana
$700K – – –
VWM
1230
Valley Wealth Managers
New Jersey
$697K +$28.3K +125 +5%
WA
1231
Wealth Alliance
New York
$695K -$3.62K -16 -0.6%
IA
1232
IAM Advisory
Pennsylvania
$695K +$226 +1 +0%
WP
1233
WealthSource Partners
California
$694K -$45.7K -202 -7%
WA
1234
Wealth Architects
California
$694K +$11.3K +50 +2%
DA
1235
Detalus Advisors
Missouri
$689K -$5.66K -25 -0.9%
MFG
1236
Merit Financial Group
Georgia
$686K -$67.5K -298 -10%
QI
1237
Qtron Investments
Massachusetts
$686K +$150K +664 +31%
PF
1238
Phoenix Financial
Israel
$684K -$12.7K -56 -2%
BDF
1239
Balasa Dinverno & Foltz
$683K +$2.26K +10 +0.4%
RWM
1240
Ritholtz Wealth Management
New York
$682K +$88.3K +390 +16%
SB
1241
Strategic Blueprint
Georgia
$682K +$176K +779 +39%
AAP
1242
Arax Advisory Partners
Colorado
$681K +$50.9K +225 +9%
FMWA
1243
Forvis Mazars Wealth Advisors
Missouri
$680K -$53.2K -235 -8%
FTC
1244
Farmers Trust Company
Ohio
$680K +$90.6K +400 +17%
CRIG
1245
Charter Research & Investment Group
Connecticut
$678K -$7.92K -35 -1%
BMCM
1246
Burns Matteson Capital Management
New York
$676K +$79K +349 +15%
FHC
1247
First Heartland Consultants
Missouri
$676K +$384K +1,697 +162%
BFA
1248
Buttonwood Financial Advisors
Maryland
$674K +$619K +2,735 New
PL
1249
Plancorp LLC
Missouri
$672K -$2.94K -13 -0.5%
PCI
1250
Pacifica Capital Investments
Texas
$671K – – –
48 49
50
51 52