We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
1526
Wilson & Boucher Capital Management
California
$625K – – –
CFP
1527
Catalyst Financial Partners
Massachusetts
$623K +$2.07K +7 +0.3%
LC
1528
Lincoln Capital
Nebraska
$622K – – –
PPP
1529
Private Portfolio Partners
New Jersey
$621K – – –
AO
1530
Advisor OS
Illinois
$621K +$6.8K +23 +1%
BC
1531
Belmont Capital
California
$619K – – –
RSWM
1532
Robertson Stephens Wealth Management
California
$618K +$3.55K +12 +0.6%
TPI
1533
Trust Point Inc
Wisconsin
$613K +$6.8K +23 +1%
CIS
1534
Connors Investor Services
Pennsylvania
$613K – – –
DOA
1535
D'Orazio & Associates
Virginia
$613K +$11.8K +40 +2%
NRG
1536
Nemes Rush Group
Michigan
$612K -$149K -504 -19%
EWA
1537
Etesian Wealth Advisors
Oregon
$606K -$9.75K -33 -2%
PCA
1538
Purkiss Capital Advisors
Connecticut
$604K +$610K +2,063 New
GS
1539
GWN Securities
Florida
$604K +$601K +2,033 New
RA
1540
Ransom Advisory
Rhode Island
$602K – – –
BIM
1541
Baldwin Investment Management
Pennsylvania
$599K -$296K -1,000 -33%
PWM
1542
Partnership Wealth Management
Maryland
$598K – – –
MCWA
1543
Meadow Creek Wealth Advisors
Georgia
$598K -$15.7K -53 -3%
FA
1544
Financial Advisors
Massachusetts
$597K -$36.9K -125 -6%
FH
1545
Financial Harvest
Florida
$597K +$603K +2,040 New
WC
1546
Waterloo Capital
Texas
$596K -$151K -512 -20%
ML
1547
McAdam LLC
Pennsylvania
$596K +$71.5K +242 +13%
BFPW
1548
BOK Financial Private Wealth
Colorado
$591K +$2.36K +8 +0.4%
OCPWS
1549
One Charles Private Wealth Services
Massachusetts
$588K +$2.66K +9 +0.4%
PWM
1550
Paulson Wealth Management
Illinois
$587K – – –
60 61
62
63 64