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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1251
GC Wealth Management RIA
Massachusetts
$787K +$787K +3,377 New
AHC
1252
Adell Harriman & Carpenter
Texas
$787K -$8.62K -37 -1%
PEA
1253
Park Edge Advisors
Ohio
$781K – – –
WPC
1254
Wedmont Private Capital
Pennsylvania
$779K +$93.4K +401 +14%
TBNY
1255
Trustco Bank (New York)
New York
$775K -$2.33K -10 -0.3%
CAMG
1256
CWA Asset Management Group
Florida
$773K +$248K +1,064 +47%
ETC
1257
Exchange Traded Concepts
Oklahoma
$772K +$58.7K +252 +8%
V
1258
VeraBank
Texas
$771K – – –
LFA
1259
Legacy Financial Advisors
Kentucky
$770K -$133K -570 -15%
PTP
1260
Platform Technology Partners
New York
$769K +$2.8K +12 +0.4%
KIA
1261
Knollwood Investment Advisory
Maryland
$769K +$769K +3,300 New
PMFA
1262
Plante Moran Financial Advisors
Michigan
$758K -$43.3K -186 -5%
KWA
1263
Kingswood Wealth Advisors
California
$757K +$79.9K +343 +12%
BMCM
1264
Burns Matteson Capital Management
New York
$757K +$6.52K +28 +0.9%
WPA
1265
West Paces Advisors
Georgia
$752K -$13.5K -58 -2%
KCM
1266
Kathmere Capital Management
Pennsylvania
$751K -$11K -47 -1%
WIM
1267
WealthPlan Investment Management
Nebraska
$750K -$191K -820 -20%
EP
1268
Edgestream Partners
New Jersey
$747K +$532K +2,284 +248%
FIB
1269
First Interstate Bank
Montana
$744K -$30.3K -130 -4%
BA
1270
Ballast Advisors
Minnesota
$743K +$254K +1,090 +52%
SIA
1271
Schechter Investment Advisors
Michigan
$743K -$224K -962 -23%
NO
1272
Ninety One
South Africa
$742K – – –
CT
1273
Colonial Trust
South Carolina
$741K +$60.8K +261 +9%
WA
1274
Wealth Architects
California
$740K -$20.3K -87 -3%
MWM
1275
Meridian Wealth Management
Kentucky
$737K -$740K -3,175 -50%
49 50
51
52 53