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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1476
Sage Mountain Advisors
Georgia
$657K -$67.1K -223 -9%
BWA
1477
BlueChip Wealth Advisors
Georgia
$651K – – –
FAM
1478
Fulcrum Asset Management
United Kingdom
$649K -$18.7K -62 -3%
LI
1479
LMCG Investments
Massachusetts
$649K – – –
WPIC
1480
White Pine Investment Company
Michigan
$644K -$12.3K -41 -2%
WFI
1481
West Family Investments
California
$642K +$9.93K +33 +2%
PFSC
1482
Peoples Financial Services Corp
Pennsylvania
$639K -$6.32K -21 -1%
RSWM
1483
Robertson Stephens Wealth Management
California
$639K -$27.4K -91 -4%
SA
1484
SL Advisors
New Jersey
$638K -$3.31K -11 -0.5%
KWA
1485
Kingswood Wealth Advisors
California
$638K -$187K -620 -22%
VWM
1486
Valley Wealth Managers
New Jersey
$636K +$88.2K +293 +16%
AFC
1487
AFT Forsyth & Company
Florida
$634K – – –
OFS
1488
OneAscent Financial Services
Alabama
$631K -$28.9K -96 -4%
PWM
1489
PBMares Wealth Management
Virginia
$630K -$29.2K -97 -4%
AO
1490
Advisor OS
Illinois
$628K -$602 -2 -0.1%
JSW
1491
Journey Strategic Wealth
New Jersey
$628K -$364K -1,209 -36%
WBCM
1492
Wilson & Boucher Capital Management
California
$627K – – –
PHS
1493
Pekin Hardy Strauss
Illinois
$624K – – –
GAB
1494
German American Bancorp
Indiana
$621K – – –
CF
1495
Claris Financial
Virginia
$620K +$47.3K +157 +8%
FIBT
1496
First International Bank & Trust
North Dakota
$617K -$106K -352 -14%
PCM
1497
Polymer Capital Management
New York
$616K +$342K +1,137 +118%
AA
1498
Argent Advisors
Louisiana
$616K -$8.13K -27 -1%
CAG
1499
Csenge Advisory Group
Florida
$615K – – –
MA
1500
MONECO Advisors
Connecticut
$612K +$2.41K +8 +0.4%
58 59
60
61 62