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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1451
Latitude Advisors
Florida
$286K +$295K +1,433 New
DWM
1452
Destination Wealth Management
California
$284K -$10.3K -50 -3%
DSAM
1453
Dock Street Asset Management
Florida
$284K – – –
PIM
1454
Progressive Investment Management
Oregon
$284K – – –
PCA
1455
Pallas Capital Advisors
Massachusetts
$283K +$258K +1,252 New
CWM
1456
Concentric Wealth Management
California
$282K – – –
BCAM
1457
Boston Common Asset Management
Massachusetts
$281K – – –
CAM
1458
Cubic Asset Management
Massachusetts
$281K – – –
IF
1459
Insight Folios
North Carolina
$281K +$28.8K +140 +11%
BFPW
1460
BOK Financial Private Wealth
Colorado
$281K +$289K +1,404 New
BIM
1461
Barton Investment Management
Pennsylvania
$280K – – –
DIA
1462
Dana Investment Advisors
Wisconsin
$279K +$21K +102 +8%
FUBT
1463
First United Bank & Trust
Maryland
$277K +$6.18K +30 +2%
GA
1464
Geller Advisors
New York
$276K +$15.9K +77 +6%
CBFP
1465
Cedar Brook Financial Partners
Ohio
$275K -$16.5K -80 -5%
MFW
1466
Mosaic Family Wealth
Missouri
$275K – – –
SSI
1467
Scott & Selber Inc
Texas
$274K -$213K -1,032 -43%
CFN
1468
Cordasco Financial Network
Florida
$274K – – –
ESBC
1469
E.S. Barr & Co
Kentucky
$272K – – –
AC
1470
Apella Capital
Connecticut
$271K – – –
MFS
1471
Mirabella Financial Services
United Kingdom
$271K +$279K +1,356 New
FDCC
1472
Foster Dykema Cabot & Co
Massachusetts
$270K +$63.9K +310 +30%
SEEDPG
1473
S.E.E.D. Planning Group
New York
$269K -$55.2K -268 -17%
CWM
1474
Circle Wealth Management
New Jersey
$269K – – –
QCM
1475
Quantinno Capital Management
New York
$269K +$6.38K +31 +2%
57 58
59
60 61