We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1251
Family Capital Trust
Massachusetts
$188K – – –
PCA
1252
Peddock Capital Advisors
Massachusetts
$188K – – –
PCFFS
1253
Pacific Center for Financial Services
California
$187K +$21.5K +152 +14%
GLI
1254
Guardian Life Insurance
New York
$186K +$175K +1,236 New
LWA
1255
Lowe Wealth Advisors
Maryland
$183K – – –
HR
1256
Howe & Rusling
New York
$181K – – –
AOWM
1257
Alpha Omega Wealth Management
Virginia
$173K -$14.1K -100 -8%
JFA
1258
JNBA Financial Advisors
Minnesota
$173K +$129K +909 +377%
PCP
1259
Proficio Capital Partners
Massachusetts
$169K -$1.13K -8 -0.7%
PS
1260
Portfolio Strategies
New York
$168K – – –
SIAS
1261
Shine Investment Advisory Services
Colorado
$167K – – –
STA
1262
Summit Trail Advisors
New York
$167K +$156K +1,105 New
1IA
1263
1834 Investment Advisors
Wisconsin
$166K – – –
KA
1264
Kaizen Advisory
Illinois
$163K – – –
IWP
1265
Icon Wealth Partners
Texas
$160K -$2.26K -16 -1%
GCM
1266
Grisanti Capital Management
New York
$157K – – –
EDRH
1267
Edmond de Rothschild Holding
Switzerland
$155K +$145K +1,026 New
MCM
1268
Manchester Capital Management
Vermont
$153K – – –
MPWT
1269
MassMutual Private Wealth & Trust
Connecticut
$151K -$15K -106 -10%
EMG
1270
ETF Managers Group
New Jersey
$149K +$14.7K +104 +12%
KTC
1271
Kistler-Tiffany Companies
Pennsylvania
$146K -$28.7K -203 -17%
FC
1272
Ferris Capital
Massachusetts
$142K -$10.7K -76 -7%
TL
1273
TrueWealth LLC
Georgia
$140K +$5.09K +36 +4%
LWA
1274
Lenox Wealth Advisors
New York
$136K +$28.3K +200 +28%
AIP
1275
Almanack Investment Partners
Pennsylvania
$136K +$130K +920 New
49 50
51
52 53