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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1351
Argonautica Private Wealth Management
Massachusetts
$672K – – –
WHCI
1352
W.H. Cornerstone Investments
Massachusetts
$669K +$109K +511 +21%
OIM
1353
Orca Investment Management
Oregon
$668K -$9.4K -44 -1%
GIM
1354
Goelzer Investment Management
Indiana
$667K -$113K -527 -15%
PPA
1355
Pacific Point Advisors
California
$664K -$481K -2,249 -43%
CA
1356
Capital Advantage
California
$664K +$214 +1 +0%
AAS
1357
Annex Advisory Services
Wisconsin
$660K +$23.7K +111 +4%
AA
1358
Argent Advisors
Louisiana
$660K +$181K +847 +40%
SOS
1359
Silver Oak Securities
Tennessee
$655K +$13.5K +63 +2%
QWP
1360
Quotient Wealth Partners
Texas
$653K +$102K +478 +20%
IPAM
1361
Investment Partners Asset Management
New Jersey
$650K -$2.56K -12 -0.4%
ALA
1362
Atlas Legacy Advisors
California
$647K +$97.9K +458 +19%
HIG
1363
Heritage Investment Group
Florida
$646K – – –
MPWT
1364
MassMutual Private Wealth & Trust
Connecticut
$646K +$53K +248 +9%
EWM
1365
Evermay Wealth Management
Virginia
$646K +$14.3K +67 +2%
MIC
1366
Meridian Investment Counsel
California
$645K – – –
RBC
1367
Romano Brothers & Co
Illinois
$644K +$641 +3 +0.1%
B
1368
Bayban
Minnesota
$642K – – –
AT
1369
American Trust
Kentucky
$642K +$363K +1,700 +146%
EAM
1370
Empirical Asset Management
Massachusetts
$641K +$214 +1 +0%
SWP
1371
Summit Wealth Partners
Florida
$640K -$11.8K -55 -2%
KA
1372
KDT Advisors
New York
$638K +$25.9K +121 +4%
LW
1373
Linscomb Wealth
Texas
$638K -$193K -905 -24%
PB
1374
Pinnacle Bancorp
Nebraska
$638K – – –
BWA
1375
Basecamp Wealth Advisors
Washington
$638K +$1.5K +7 +0.2%
53 54
55
56 57