We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1601
Versant Capital Management
Arizona
$290K +$1.51K +7 +0.5%
EFG
1602
Everhart Financial Group
Ohio
$290K +$26.5K +123 +10%
H
1603
HoyleCohen
California
$290K +$19.6K +91 +7%
TWA
1604
Trellis Wealth Advisors
California
$289K – – –
TGAM
1605
TBH Global Asset Management
Tennessee
$289K -$7.12K -33 -2%
ORC
1606
O'Rourke & Company
Massachusetts
$289K – – –
WAG
1607
Windsor Advisory Group
Ohio
$287K – – –
AIM
1608
Avity Investment Management
Connecticut
$287K – – –
DSAM
1609
Dock Street Asset Management
Florida
$287K – – –
FUBT
1610
First United Bank & Trust
Maryland
$286K -$41K -190 -13%
CAS
1611
CTC Alternative Strategies
Illinois
$286K +$280K +1,300 New
AA
1612
Alesco Advisors
New York
$285K -$49.6K -230 -15%
LKIM
1613
Lawson Kroeker Investment Management
Nebraska
$284K – – –
IWM
1614
Integris Wealth Management
California
$284K – – –
CAG
1615
Crestwood Advisors Group
Massachusetts
$284K -$12.7K -59 -4%
SIC
1616
Sigma Investment Counselors
Michigan
$284K +$278K +1,290 New
PI
1617
PFS Investments
Georgia
$283K +$14.9K +69 +6%
FMB
1618
Field & Main Bank
Kentucky
$282K -$57.1K -265 -17%
BLC
1619
Brown, Lisle/Cummings
Rhode Island
$279K – – –
WFI
1620
West Family Investments
California
$278K +$273K +1,266 New
PWM
1621
Paulson Wealth Management
Illinois
$277K +$18.1K +84 +7%
SWMG
1622
Sanchez Wealth Management Group
Florida
$276K +$1.51K +7 +0.6%
HBW
1623
Hazlett, Burt & Watson
West Virginia
$275K -$1.08K -5 -0.4%
MCA
1624
Maryland Capital Advisors
Maryland
$275K – – –
FCT
1625
Family Capital Trust
Massachusetts
$275K – – –
63 64
65
66 67