We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1651
Bayshore Asset Management
Florida
$491K – – –
DWM
1652
David Wealth Management
Virginia
$489K +$493K +1,669 New
HI
1653
Harbour Investments
Wisconsin
$486K -$23.6K -80 -5%
OWM
1654
OneAscent Wealth Management
Alabama
$486K +$491K +1,661 New
SPW
1655
Sonoma Private Wealth
California
$485K -$9.16K -31 -2%
GGI
1656
Godsey & Gibb Inc
Virginia
$484K -$13.3K -45 -3%
VCM
1657
Vision Capital Management
Oregon
$484K – – –
CST
1658
Charles Schwab Trust
Nevada
$484K +$2.66K +9 +0.5%
1WM
1659
1900 Wealth Management
Texas
$483K +$15.1K +51 +3%
PCS
1660
Personal CFO Solutions
New Jersey
$483K +$96.3K +326 +25%
SCA
1661
Sulzberger Capital Advisors
Florida
$482K +$487K +1,647 New
TCBWMS
1662
Texas Capital Bank Wealth Management Services
Texas
$481K -$7.09K -24 -1%
IF
1663
Intrua Financial
Texas
$480K -$429K -1,453 -47%
ACM
1664
Ardent Capital Management
Ohio
$477K – – –
GS
1665
GTS Securities
Florida
$477K +$130K +440 +37%
NRW
1666
Nova R Wealth
Kansas
$475K +$591 +2 +0.1%
RIG
1667
RiverFront Investment Group
Virginia
$475K +$5.32K +18 +1%
V
1668
ViaWealth
Kansas
$474K – – –
PTP
1669
Platform Technology Partners
New York
$473K -$6.21K -21 -1%
WHCI
1670
W.H. Cornerstone Investments
Massachusetts
$473K +$2.66K +9 +0.6%
FNBOH
1671
First National Bank of Hutchinson
Kansas
$468K – – –
MCM
1672
Mitchell Capital Management
Kansas
$468K – – –
PP
1673
Pingora Partners
Wyoming
$468K – – –
RYIA
1674
Roehl & Yi Investment Advisors
Oregon
$466K +$470K +1,592 New
CBA
1675
Coastal Bridge Advisors
Connecticut
$465K +$887 +3 +0.2%
65 66
67
68 69