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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1351
Wallace Capital Management
Texas
$343K – – –
CA
1352
Calton & Associates
Florida
$342K +$5.38K +31 +2%
FAN
1353
Financial Advisors Network
California
$341K +$4.86K +28 +2%
PI
1354
Putnam Investments
Massachusetts
$340K -$9.37K -54 -3%
BAM
1355
Belpointe Asset Management
Nevada
$339K -$35.4K -204 -10%
AIM
1356
Avity Investment Management
Connecticut
$339K – – –
AA
1357
ALPS Advisors
Colorado
$339K +$313K +1,801 New
RSWM
1358
Robertson Stephens Wealth Management
California
$338K +$92.3K +532 +42%
WWM
1359
Western Wealth Management
Colorado
$334K +$6.94K +40 +2%
LC
1360
Lindbrook Capital
California
$331K +$8.16K +47 +3%
AF
1361
Allworth Financial
California
$331K +$24.8K +143 +9%
NAG
1362
Northstar Advisory Group
New Jersey
$330K -$638K -3,677 -68%
BOPW
1363
Brandywine Oak Private Wealth
Pennsylvania
$328K -$2.95K -17 -1%
MIM
1364
Marco Investment Management
Georgia
$328K – – –
MFS
1365
Mirabella Financial Services
United Kingdom
$327K -$6.55M -37,763 -96%
CG
1366
Corundum Group
Colorado
$323K +$3.12K +18 +1%
SAM
1367
Secure Asset Management
Michigan
$321K -$56.9K -328 -16%
CAG
1368
Crestwood Advisors Group
Massachusetts
$321K +$15.3K +88 +5%
VVP
1369
Venture Visionary Partners
Ohio
$318K -$9.89K -57 -3%
EI
1370
Ellevest Inc
New York
$318K -$5.03K -29 -2%
AIA
1371
AIMZ Investment Advisors
California
$318K – – –
FAM
1372
Formidable Asset Management
Ohio
$316K – – –
AC
1373
Apella Capital
Connecticut
$313K – – –
TFF
1374
The Family Firm
Maryland
$311K – – –
4WM
1375
44 Wealth Management
Oregon
$310K -$356K -2,052 -56%
53 54
55
56 57