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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1601
1900 Wealth Management
Texas
$512K +$46K +153 +10%
CAAS
1602
Capital Asset Advisory Services
Michigan
$511K -$14.7K -49 -3%
AFW
1603
Avantra Family Wealth
Pennsylvania
$510K – – –
GC
1604
Gilbert & Cook
Iowa
$510K +$11.1K +37 +2%
SIS
1605
Sound Income Strategies
Florida
$509K -$13.2K -44 -2%
FWA
1606
Flagship Wealth Advisors
Massachusetts
$509K – – –
NFC
1607
Northstar Financial Companies
Pennsylvania
$508K -$9.33K -31 -2%
CAWM
1608
Capital Advisors Wealth Management
Washington
$508K +$1.5K +5 +0.3%
WMA
1609
Wealth Management Associates
New Jersey
$507K -$25.3K -84 -5%
HWAM
1610
Hennion & Walsh Asset Management
New Jersey
$506K -$7.52K -25 -1%
BB
1611
Burford Brothers
Texas
$505K -$301 -1 -0.1%
SAM
1612
Sawgrass Asset Management
Florida
$504K -$27.4K -91 -5%
AIM
1613
Athena Investment Management
California
$504K -$45.1K -150 -8%
VVP
1614
Venture Visionary Partners
Ohio
$503K -$3.91K -13 -0.8%
BFS
1615
BridgePort Financial Solutions
Iowa
$503K +$516K +1,714 New
PTC
1616
Philadelphia Trust Company
Pennsylvania
$502K – – –
ECM
1617
Element Capital Management
New York
$501K +$514K +1,708 New
AWM
1618
Angeles Wealth Management
California
$499K -$23.2K -77 -4%
SCP
1619
Sandhill Capital Partners
New York
$499K – – –
NWMG
1620
National Wealth Management Group
Ohio
$499K +$511K +1,699 New
AMM
1621
American Money Management
California
$498K -$44.5K -148 -8%
JWA
1622
JFS Wealth Advisors
Pennsylvania
$498K +$301 +1 +0.1%
MCM
1623
McRae Capital Management
New Jersey
$497K -$54.2K -180 -10%
TPI
1624
Trust Point Inc
Wisconsin
$497K +$509K +1,692 New
CBT
1625
CoreFirst Bank & Trust
Kansas
$495K -$18.1K -60 -3%
63 64
65
66 67