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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
Spire Wealth Management
Virginia
$1.2M +$384K +1,251 +47%
APW
1227
Acima Private Wealth
Virginia
$1.2M – – –
LFA
1228
Legacy Financial Advisors
Kentucky
$1.2M -$4.91K -16 -0.4%
C
1229
Certuity
Florida
$1.2M -$56.5K -184 -5%
LAM
1230
Lewis Asset Management
California
$1.2M +$860K +2,801 +261%
PW
1231
PUREfi Wealth
Massachusetts
$1.2M +$148K +481 +14%
MWM
1232
Modern Wealth Management
Kansas
$1.19M +$24.6K +80 +2%
FDCP
1233
Foster Dykema Cabot & Partners
Massachusetts
$1.18M +$89.1K +290 +8%
GAG
1234
GM Advisory Group
New York
$1.18M +$35.6K +116 +3%
FAM
1235
Formidable Asset Management
Ohio
$1.18M -$35K -114 -3%
HDA
1236
Harold Davidson & Associates
California
$1.18M -$387K -1,261 -25%
PCP
1237
Proficio Capital Partners
Massachusetts
$1.18M +$31.9K +104 +3%
BMCM
1238
Bryn Mawr Capital Management
Pennsylvania
$1.18M +$29.2K +95 +3%
NI
1239
Natural Investments
California
$1.18M -$362K -1,179 -24%
RGC
1240
Roberts, Glore & Co
Illinois
$1.17M – – –
BFM
1241
Boothbay Fund Management
New York
$1.17M -$2.54M -8,266 -68%
FFN
1242
Focus Financial Network
Minnesota
$1.17M -$19.7K -64 -2%
LFAS
1243
Level Four Advisory Services
Texas
$1.17M +$6.14K +20 +0.5%
LI
1244
Lafayette Investments
Maryland
$1.17M +$12K +39 +1%
IAS
1245
IMA Advisory Services
Colorado
$1.16M +$1.54K +5 +0.1%
BWA
1246
Bordeaux Wealth Advisors
California
$1.16M +$614 +2 +0.1%
PPWP
1247
Premier Path Wealth Partners
New Jersey
$1.16M +$112K +364 +11%
GM
1248
GeoWealth Management
Illinois
$1.16M +$143K +464 +14%
BFA
1249
Beaumont Financial Advisors
Massachusetts
$1.16M +$44.5K +145 +4%
SQA
1250
Simon Quick Advisors
New Jersey
$1.15M -$452K -1,472 -28%
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