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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1251
Grimes & Company
Massachusetts
$850K -$19.3K -79 -2%
WPC
1252
Wedmont Private Capital
Pennsylvania
$844K +$20.8K +85 +3%
KCM
1253
Kathmere Capital Management
Pennsylvania
$844K +$38.4K +157 +5%
NQWM
1254
Northwest Quadrant Wealth Management
Oregon
$843K -$10.8K -44 -1%
MSFS
1255
Main Street Financial Solutions
Pennsylvania
$842K -$44.5K -182 -5%
CAG
1256
Crestwood Advisors Group
Massachusetts
$841K +$124K +509 +18%
PEA
1257
Park Edge Advisors
Ohio
$836K -$1.71K -7 -0.2%
GVAG
1258
Great Valley Advisor Group
Delaware
$834K +$206K +842 +34%
AF
1259
Arrow Financial
New York
$832K -$155K -635 -16%
DWM
1260
Dakota Wealth Management
Florida
$831K -$56.4K -231 -6%
E3F
1261
Eight 31 Financial
Texas
$830K -$391K -1,602 -33%
V
1262
VeraBank
Texas
$827K – – –
AHC
1263
Adell Harriman & Carpenter
Texas
$826K -$17.1K -70 -2%
SAM
1264
Smartleaf Asset Management
Massachusetts
$825K +$208K +853 +35%
KIA
1265
Knollwood Investment Advisory
Maryland
$824K – – –
MSR
1266
Main Street Research
Connecticut
$822K -$30.3K -124 -4%
SFS
1267
Stiles Financial Services
Minnesota
$815K +$59.9K +245 +8%
CPIG
1268
Chicago Partners Investment Group
Illinois
$814K +$324K +1,326 +67%
RVPG
1269
Relative Value Partners Group
$812K -$90.6K -371 -10%
FFO
1270
Fiduciary Family Office
Florida
$812K +$123K +503 +18%
SFM
1271
Signet Financial Management
New Jersey
$805K +$30.8K +126 +4%
GWMR
1272
GC Wealth Management RIA
Massachusetts
$805K -$37.6K -154 -5%
ETC
1273
Exchange Traded Concepts
Oklahoma
$805K -$22K -90 -3%
WIM
1274
WealthPlan Investment Management
Nebraska
$804K -$244 -1 -0%
BFC
1275
Blue Fin Capital
Rhode Island
$803K -$89.2K -365 -10%
49 50
51
52 53