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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1226
Congress Asset Management
Massachusetts
$872K -$185K -755 -17%
PP
1227
PDS Planning
Ohio
$872K +$21.6K +88 +2%
RCAG
1228
Rehmann Capital Advisory Group
Michigan
$871K +$15.2K +62 +2%
SWA
1229
SFMG Wealth Advisors
Texas
$869K +$894K +3,642 New
HSA
1230
HBK Sorce Advisory
Pennsylvania
$869K +$982 +4 +0.1%
CRWM
1231
Castle Rock Wealth Management
California
$868K -$246 -1 -0%
PAS
1232
Point72 Asia (Singapore)
Singapore
$867K -$3.72M -15,145 -81%
HKIMG
1233
Hutchens & Kramer Investment Management Group
Indiana
$857K -$1.96K -8 -0.2%
MIC
1234
Meridian Investment Counsel
California
$856K – – –
CA
1235
Commerzbank Aktiengesellschaft
Germany
$855K +$27.3K +111 +3%
CPIG
1236
Chicago Partners Investment Group
Illinois
$853K +$2.46K +10 +0.3%
JWBC
1237
J.W. Burns & Co
New York
$850K – – –
CPIA
1238
Cornell Pochily Investment Advisors
New York
$848K -$4.91K -20 -0.6%
GAG
1239
GM Advisory Group
New York
$844K -$1.47K -6 -0.2%
BWA
1240
Bordeaux Wealth Advisors
California
$842K +$4.42K +18 +0.5%
WPC
1241
Wedmont Private Capital
Pennsylvania
$837K +$34.6K +141 +4%
WA
1242
WBH Advisory
Maryland
$834K -$12K -49 -1%
FMWA
1243
Forvis Mazars Wealth Advisors
Missouri
$832K – – –
DBG
1244
De Burlo Group
Massachusetts
$832K -$36.8K -150 -4%
LFAS
1245
Level Four Advisory Services
Texas
$829K -$61.1K -249 -7%
LFA
1246
Legacy Financial Advisors
Kentucky
$828K +$10.6K +43 +1%
CGL
1247
Clarius Group LLC
Washington
$827K -$5.65K -23 -0.7%
MWM
1248
MGB Wealth Management
Texas
$825K – – –
SEEDPG
1249
S.E.E.D. Planning Group
New York
$823K -$14K -57 -2%
CRIG
1250
Charter Research & Investment Group
Connecticut
$823K – – –
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