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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1576
Welch Group
Alabama
$473K – – –
JWA
1577
JFS Wealth Advisors
Pennsylvania
$473K +$188K +720 +73%
GXJ
1578
Global X Japan
Japan
$472K -$3.14K -12 -0.7%
DWM
1579
Drive Wealth Management
Utah
$471K +$8.37K +32 +2%
GGI
1580
Godsey & Gibb Inc
Virginia
$470K -$17.8K -68 -4%
RAG
1581
RIA Advisory Group
Iowa
$470K +$444K +1,699 New
RIL
1582
Rothschild Investment LLC
Illinois
$470K -$4.45K -17 -1%
SCP
1583
Sandhill Capital Partners
New York
$470K – – –
CAM
1584
Close Asset Management
United Kingdom
$468K +$52.3K +200 +13%
SPW
1585
Sonoma Private Wealth
California
$467K +$442K +1,689 New
AIA
1586
AIMZ Investment Advisors
California
$466K – – –
FMLI
1587
Fukoku Mutual Life Insurance
Japan
$466K – – –
AT
1588
Avalon Trust
New Mexico
$466K -$52.3K -200 -11%
MWM
1589
Mascoma Wealth Management
New Hampshire
$465K – – –
CIAS
1590
Capital Investment Advisory Services
North Carolina
$465K -$4.45K -17 -1%
BAM
1591
Bayshore Asset Management
Florida
$465K – – –
WMA
1592
Wealth Management Associates
New Jersey
$463K -$13.1K -50 -3%
SIM
1593
Stratos Investment Management
Ohio
$463K +$16.7K +64 +4%
TCBWMS
1594
Texas Capital Bank Wealth Management Services
Texas
$461K -$59.9K -229 -12%
VCM
1595
Vision Capital Management
Oregon
$458K – – –
SHF
1596
Safe Harbor Fiduciary
Florida
$457K +$432K +1,652 New
CST
1597
Charles Schwab Trust
Nevada
$455K -$95.7K -366 -18%
WFAG
1598
Wescott Financial Advisory Group
Pennsylvania
$455K +$2.35K +9 +0.6%
PTP
1599
Platform Technology Partners
New York
$453K -$3.4K -13 -0.8%
ACM
1600
Ardent Capital Management
Ohio
$451K – – –
62 63
64
65 66