We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1451
Premier Path Wealth Partners
New Jersey
$533K +$6.11K +25 +1%
LC
1452
Lincoln Capital
Nebraska
$531K – – –
GFP
1453
Gryphon Financial Partners
Ohio
$531K +$26.4K +108 +5%
MWA
1454
Midland Wealth Advisors
Illinois
$530K +$61.1K +250 +13%
EWA
1455
Etesian Wealth Advisors
Oregon
$529K -$38.9K -159 -7%
BTWM
1456
Baker Tilly Wealth Management
Wisconsin
$529K -$120K -493 -19%
AFG
1457
Allegheny Financial Group
Pennsylvania
$528K +$244 +1 +0%
BOCM
1458
Bontempo Ohly Capital Management
Maryland
$525K -$178K -728 -26%
FCIM
1459
Fairview Capital Investment Management
California
$524K -$34.2K -140 -6%
BWA
1460
BlueChip Wealth Advisors
Georgia
$524K – – –
CPC
1461
Cookson Peirce & Co
Pennsylvania
$524K +$512K +2,097 New
SMA
1462
Sage Mountain Advisors
Georgia
$524K +$15.4K +63 +3%
CIS
1463
Connors Investor Services
Pennsylvania
$523K -$12.2K -50 -2%
PWM
1464
Partnership Wealth Management
Maryland
$523K – – –
SHGA
1465
Sand Hill Global Advisors
California
$522K -$12K -49 -2%
SWM
1466
Sugarloaf Wealth Management
Georgia
$521K +$245K +1,001 +92%
PAA
1467
Peregrine Asset Advisers
Oregon
$518K – – –
RA
1468
Ransom Advisory
Rhode Island
$515K +$504K +2,064 New
IFWM
1469
Institute for Wealth Management
Colorado
$515K -$35.7K -146 -7%
GCAC
1470
Guardian Capital Advisors (Canada)
Ontario, Canada
$514K +$16.4K +67 +3%
CWM
1471
Chemistry Wealth Management
New York
$514K +$30.5K +125 +6%
FB
1472
Fulton Bank
Pennsylvania
$513K -$133K -545 -21%
AA
1473
Alesco Advisors
New York
$512K +$159K +649 +46%
TI
1474
Trexquant Investment
Connecticut
$508K +$497K +2,033 New
CST
1475
Charles Schwab Trust
Nevada
$505K -$484K -1,981 -50%
57 58
59
60 61