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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1626
Flagship Wealth Advisors
Massachusetts
$507K +$512K +1,733 New
DWM
1627
Drive Wealth Management
Utah
$507K +$8.57K +29 +2%
AI
1628
AdvisorShares Investments
Maryland
$506K – – –
ONST
1629
Old North State Trust
North Carolina
$506K -$84.8K -287 -14%
RIL
1630
Rothschild Investment LLC
Illinois
$506K +$8.28K +28 +2%
SAM
1631
Sawgrass Asset Management
Florida
$503K – – –
BB
1632
Burford Brothers
Texas
$503K -$296 -1 -0.1%
BRM
1633
Boston Research & Management
Massachusetts
$502K – – –
EP
1634
Edgestream Partners
New Jersey
$502K -$9.15M -30,978 -95%
CCG
1635
Catalina Capital Group
California
$501K +$29.6K +100 +6%
PTC
1636
Philadelphia Trust Company
Pennsylvania
$501K – – –
JWA
1637
JFS Wealth Advisors
Pennsylvania
$500K +$296 +1 +0.1%
SCP
1638
Sandhill Capital Partners
New York
$497K – – –
HFS
1639
Howard Financial Services
Texas
$497K +$502K +1,697 New
VWM
1640
Valley Wealth Managers
New Jersey
$496K +$39K +132 +8%
NFC
1641
Northstar Financial Companies
Pennsylvania
$496K +$501K +1,695 New
VVP
1642
Venture Visionary Partners
Ohio
$495K -$25.1K -85 -5%
CAM
1643
Close Asset Management
United Kingdom
$495K – – –
CIAS
1644
Capital Investment Advisory Services
North Carolina
$494K +$2.66K +9 +0.5%
AIA
1645
AIMZ Investment Advisors
California
$493K – – –
OCG
1646
Opus Capital Group
Ohio
$493K -$80.4K -272 -14%
FMLI
1647
Fukoku Mutual Life Insurance
Japan
$493K – – –
AT
1648
Avalon Trust
New Mexico
$493K – – –
MWM
1649
Mascoma Wealth Management
New Hampshire
$492K – – –
CTA
1650
Colonial Trust Advisors
South Carolina
$492K -$60.3K -204 -11%
64 65
66
67 68