We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1251
Welch Group
Alabama
$228K – – –
AIA
1252
AIMZ Investment Advisors
California
$227K – – –
GIA
1253
Gladstone Institutional Advisory
Florida
$226K +$244K +1,727 New
TCM
1254
Telos Capital Management
California
$225K -$28.2K -200 -10%
KFA
1255
Kays Financial Advisory
Georgia
$225K +$243K +1,718 New
CGL
1256
Clarius Group LLC
Washington
$224K -$97.6K -691 -29%
HIS
1257
Harvest Investment Services
Illinois
$224K +$237K +1,676 New
CAAS
1258
Capital Asset Advisory Services
Michigan
$223K – – –
SIG
1259
Sargent Investment Group
Maryland
$223K +$240K +1,700 New
LA
1260
Legacy Advisors
Pennsylvania
$222K -$1.46M -10,348 -86%
DSC
1261
Duncker Streett & Co
Missouri
$220K – – –
GWM
1262
GSB Wealth Management
Connecticut
$220K – – –
BOPW
1263
Brandywine Oak Private Wealth
Pennsylvania
$220K +$238K +1,684 New
HFS
1264
Haverford Financial Services
Pennsylvania
$217K -$62.4K -442 -21%
SIC
1265
Sigma Investment Counselors
Michigan
$217K +$2.82K +20 +1%
UAS
1266
United Asset Strategies
New York
$214K -$55.1K -390 -19%
CASB
1267
Cape Ann Savings Bank
Massachusetts
$213K – – –
DWM
1268
Dorchester Wealth Management
Quebec, Canada
$213K – – –
GA
1269
Gateway Advisory
New Jersey
$213K – – –
SFG
1270
SevenBridge Financial Group
Pennsylvania
$213K – – –
CHP
1271
Cable Hill Partners
Oregon
$213K +$33.2K +235 +17%
SIA
1272
Starfire Investment Advisers
Michigan
$211K +$227K +1,610 New
JMH
1273
J.M. Hartwell
New York
$210K – – –
WKWM
1274
Walter & Keenan Wealth Management
Indiana
$210K +$226K +1,600 New
W
1275
WealthOne
New York
$210K +$226K +1,600 New
49 50
51
52 53