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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1476
BlueChip Wealth Advisors
Georgia
$651K – – –
FAM
1477
Fulcrum Asset Management
United Kingdom
$649K -$18.7K -62 -3%
LI
1478
LMCG Investments
Massachusetts
$649K – – –
WPIC
1479
White Pine Investment Company
Michigan
$644K -$12.3K -41 -2%
WFI
1480
West Family Investments
California
$642K +$9.93K +33 +2%
PFSC
1481
Peoples Financial Services Corp
Pennsylvania
$639K -$6.32K -21 -1%
RSWM
1482
Robertson Stephens Wealth Management
California
$639K -$27.4K -91 -4%
SA
1483
SL Advisors
New Jersey
$638K -$3.31K -11 -0.5%
KWA
1484
Kingswood Wealth Advisors
California
$638K -$187K -620 -22%
VWM
1485
Valley Wealth Managers
New Jersey
$636K +$88.2K +293 +16%
AFC
1486
AFT Forsyth & Company
Florida
$634K – – –
OFS
1487
OneAscent Financial Services
Alabama
$631K -$28.9K -96 -4%
PWM
1488
PBMares Wealth Management
Virginia
$630K -$29.2K -97 -4%
AO
1489
Advisor OS
Illinois
$628K -$602 -2 -0.1%
JSW
1490
Journey Strategic Wealth
New Jersey
$628K -$364K -1,209 -36%
WBCM
1491
Wilson & Boucher Capital Management
California
$627K – – –
PHS
1492
Pekin Hardy Strauss
Illinois
$624K – – –
GAB
1493
German American Bancorp
Indiana
$621K – – –
CF
1494
Claris Financial
Virginia
$620K +$47.3K +157 +8%
FIBT
1495
First International Bank & Trust
North Dakota
$617K -$106K -352 -14%
PCM
1496
Polymer Capital Management
New York
$616K +$342K +1,137 +118%
AA
1497
Argent Advisors
Louisiana
$616K -$8.13K -27 -1%
CAG
1498
Csenge Advisory Group
Florida
$615K – – –
MA
1499
MONECO Advisors
Connecticut
$612K +$2.41K +8 +0.4%
MCA
1500
Maryland Capital Advisors
Maryland
$610K – – –
58 59
60
61 62