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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1301
Journey Strategic Wealth
New Jersey
$1.03M +$583K +1,899 +131%
HWMO
1302
Heritage Wealth Management (Ohio)
Ohio
$1.03M +$10.8K +35 +1%
MWM
1303
MGB Wealth Management
Texas
$1.02M -$76.5K -249 -7%
MCM
1304
Manchester Capital Management
Vermont
$1.02M -$22.4K -73 -2%
V
1305
VeraBank
Texas
$1.02M – – –
CRIG
1306
Charter Research & Investment Group
Connecticut
$1.02M – – –
BA
1307
Bridgewater Advisors
New York
$1.02M -$11.1K -36 -1%
IQI
1308
Integrated Quantitative Investments
Washington
$1.02M +$1.01M +3,301 New
KIA
1309
Knollwood Investment Advisory
Maryland
$1.02M – – –
JF
1310
JSF Financial
California
$1.02M +$138K +449 +16%
APA
1311
Astoria Portfolio Advisors
New York
$1.01M +$13.2K +43 +1%
WA
1312
Wealth Architects
California
$1.01M +$22.1K +72 +2%
CTA
1313
Colonial Trust Advisors
South Carolina
$1.01M – – –
PP
1314
Patron Partners
Texas
$1.01M +$37.5K +122 +4%
RGF
1315
Retirement Guys Formula
Ohio
$1.01M +$88.5K +288 +10%
BPCE
1316
Bank Pictet & Cie (Europe)
Germany
$1.01M -$125K -407 -11%
IAIM
1317
International Assets Investment Management
Florida
$1.01M -$542K -1,766 -35%
WWM
1318
Western Wealth Management
Colorado
$1.01M +$138K +448 +16%
HKIMG
1319
Hutchens & Kramer Investment Management Group
Indiana
$1.01M -$13.5K -44 -1%
CRWM
1320
Castle Rock Wealth Management
California
$1M -$28.6K -93 -3%
HBT
1321
Heartland Bank & Trust
Illinois
$1,000K -$17.8K -58 -2%
SSIM
1322
Sheets Smith Investment Management
Texas
$998K +$24.3K +79 +3%
BCM
1323
Boltwood Capital Management
California
$998K -$9.52K -31 -0.9%
PEA
1324
Park Edge Advisors
Ohio
$998K – – –
WIM
1325
WealthPlan Investment Management
Nebraska
$995K +$144K +468 +17%
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