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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
Bullock Wealth Management
Indiana
$660K -$43.1K -146 -6%
CPC
1502
Cookson Peirce & Co
Pennsylvania
$658K +$51.7K +175 +8%
SA
1503
SL Advisors
New Jersey
$657K -$18.6K -63 -3%
CCA
1504
Cobblestone Capital Advisors
New York
$657K -$15.7K -53 -2%
TFM
1505
TFC Financial Management
Massachusetts
$655K -$10.3K -35 -2%
AR
1506
Apeiron RIA
Texas
$653K +$18K +61 +3%
SAI
1507
Savvy Advisors Inc
New York
$652K +$5.02K +17 +0.8%
LI
1508
LMCG Investments
Massachusetts
$650K -$161K -544 -20%
TSWM
1509
Tyler-Stone Wealth Management
Ohio
$649K +$362K +1,224 +123%
TWM
1510
Tolleson Wealth Management
Texas
$649K – – –
BWA
1511
BlueChip Wealth Advisors
Georgia
$649K +$34.6K +117 +6%
GIM
1512
Guardian Investment Management
California
$644K -$177K -600 -21%
SF
1513
Symphony Financial
Texas
$644K +$8.87K +30 +1%
HDIM
1514
Hanson & Doremus Investment Management
Vermont
$642K +$177K +600 +38%
MCM
1515
McRae Capital Management
New Jersey
$640K +$887 +3 +0.1%
PHS
1516
Pekin Hardy Strauss
Illinois
$637K -$7.39K -25 -1%
LDB
1517
Lee, Danner & Bass
Tennessee
$636K +$642K +2,174 New
MW
1518
Marcum Wealth
Ohio
$636K +$26.6K +90 +4%
SWA
1519
Stratos Wealth Advisors
Ohio
$634K -$80.4K -272 -11%
AFC
1520
AFT Forsyth & Company
Florida
$633K – – –
HIG
1521
Heritage Investment Group
Florida
$632K – – –
BIP
1522
Blueprint Investment Partners
North Carolina
$632K +$638K +2,159 New
PC
1523
Promus Capital
Illinois
$629K +$635K +2,149 New
NA
1524
Navellier & Associates
Nevada
$628K +$171K +577 +37%
CA
1525
Claro Advisors
Massachusetts
$628K +$245K +829 +63%
59 60
61
62 63