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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1351
Souders Financial Advisors
Ohio
$806K -$4.79K -18 -0.6%
HKIMG
1352
Hutchens & Kramer Investment Management Group
Indiana
$806K -$17K -64 -2%
PSC
1353
Prentiss Smith & Co
Vermont
$804K – – –
OIM
1354
Orca Investment Management
Oregon
$802K +$9.32K +35 +1%
TCOTS
1355
Trust Company of the South
North Carolina
$802K -$83.3K -313 -9%
TWM
1356
Trueblood Wealth Management
Ohio
$801K -$698K -2,623 -46%
BIM
1357
Baldwin Investment Management
Pennsylvania
$798K +$38.6K +145 +5%
GSF
1358
Grove Street Fiduciary
New Hampshire
$797K – – –
LW
1359
Linscomb Wealth
Texas
$797K -$122K -459 -13%
GFG
1360
Goldstone Financial Group
Illinois
$795K +$110K +414 +15%
AA
1361
Advisory Advocates
Michigan
$794K +$821K +3,085 New
HVP
1362
Hudson Value Partners
Florida
$792K – – –
PP
1363
Patron Partners
Texas
$787K -$1.33K -5 -0.2%
GCM
1364
Gallacher Capital Management
Colorado
$787K -$202K -759 -20%
HPM
1365
Hoxton Planning & Management
West Virginia
$786K -$2.66K -10 -0.3%
TBNY
1366
Trustco Bank (New York)
New York
$785K – – –
SWA
1367
SFMG Wealth Advisors
Texas
$785K +$532 +2 +0.1%
Journey Strategic Wealth
1368
Journey Strategic Wealth
New Jersey
$784K +$242K +910 +43%
EFG
1369
Everhart Financial Group
Ohio
$783K -$129K -484 -14%
IPW
1370
Inlet Private Wealth
Florida
$782K – – –
CIP
1371
Convergence Investment Partners
Florida
$782K +$22.4K +84 +3%
WA
1372
Wealth Alliance
New York
$780K -$38.6K -145 -5%
Belpointe Asset Management
1373
Belpointe Asset Management
Nevada
$778K -$379K -1,423 -32%
CA
1374
Cornerstone Advisory
Maryland
$777K +$84.9K +319 +12%
BWM
1375
BankPlus Wealth Management
Mississippi
$777K -$12.2K -46 -2%