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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1501
Capital Advisors Wealth Management
Washington
$343K +$13.8K +63 +4%
9WM
1502
9258 Wealth Management
Ohio
$343K +$23.4K +107 +7%
ACM
1503
AlphaStar Capital Management
North Carolina
$340K +$90.1K +411 +34%
CFS
1504
CRA Financial Services
New Jersey
$339K -$1.75K -8 -0.5%
W
1505
WealthOne
New York
$337K -$438 -2 -0.1%
AIM
1506
Avity Investment Management
Connecticut
$337K – – –
ZIG
1507
Zullo Investment Group
Pennsylvania
$336K -$3.94K -18 -1%
CFS
1508
Capital Financial Services
New York
$336K – – –
GP
1509
Girard Partners
Pennsylvania
$335K -$36.4K -166 -9%
BMWM
1510
Brown Miller Wealth Management
Virginia
$335K – – –
NP
1511
NorthRock Partners
Minnesota
$334K +$44.5K +203 +15%
APG
1512
Abacus Planning Group
South Carolina
$332K – – –
SAA
1513
Southeast Asset Advisors
Georgia
$331K – – –
CBFP
1514
Cedar Brook Financial Partners
Ohio
$331K +$12.5K +57 +4%
CWM
1515
Chronos Wealth Management
Florida
$330K -$87.7K -400 -20%
4WM
1516
44 Wealth Management
Oregon
$330K – – –
EFG
1517
Everhart Financial Group
Ohio
$330K +$345K +1,575 New
IFS
1518
Ifrah Financial Services
Arkansas
$328K -$3.29K -15 -1%
GA
1519
Geller Advisors
New York
$327K -$8.55K -39 -2%
CWM
1520
Concentric Wealth Management
California
$327K +$39.4K +180 +13%
EWM
1521
Endurance Wealth Management
Rhode Island
$326K -$12.1K -55 -3%
CWM
1522
Cabot Wealth Management
Massachusetts
$326K -$11K -50 -3%
ROTUOC
1523
Regents of the University of California
California
$326K – – –
XWM
1524
Xcel Wealth Management
Florida
$323K +$219 +1 +0.1%
CCB
1525
Country Club Bank
Missouri
$323K +$3.51K +16 +1%
59 60
61
62 63