We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
1676
Wilkinson Global Asset Management
New York
$247K – – –
BO
1677
BRR OpCo
Ohio
$246K – – –
HFG
1678
Heron Financial Group
New York
$245K – – –
PCMC
1679
Paragon Capital Management (Colorado)
Colorado
$245K – – –
SFP
1680
Sterling Financial Planning
New Jersey
$244K -$49.2K -230 -18%
PAMG
1681
Patton Albertson Miller Group
Tennessee
$243K -$177K -825 -44%
SDWMA
1682
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K -$214 -1 -0.1%
AIA
1683
Allied Investment Advisors
Montana
$243K – – –
PCG
1684
Private Capital Group
Connecticut
$242K -$3.21K -15 -1%
SWM
1685
Sugarloaf Wealth Management
Georgia
$242K +$642 +3 +0.3%
SPWM
1686
Spartan Planning & Wealth Management
North Carolina
$242K +$228K +1,064 New
RIL
1687
Rothschild Investment LLC
Illinois
$241K -$9.63K -45 -4%
QPW
1688
Quantum Private Wealth
Florida
$241K – – –
BFS
1689
Bard Financial Services
Connecticut
$239K – – –
WAL
1690
W Advisors LLC
Tennessee
$239K – – –
RBC
1691
Roble Belko & Company
Pennsylvania
$239K +$10.9K +51 +5%
MFGP
1692
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238K – – –
SA
1693
Syntax Advisors
New York
$238K +$1.71K +8 +0.8%
VCG
1694
Vantage Consulting Group
Virginia
$238K +$1.71K +8 +0.8%
RPCONE
1695
Retirement Planning Company of New England
Rhode Island
$237K +$214 +1 +0.1%
PWA
1696
Phoenix Wealth Advisors
North Carolina
$236K – – –
CA
1697
Claris Advisors
Missouri
$235K – – –
FFMBT
1698
First Farmers & Merchants Bank Trust
Tennessee
$235K – – –
JSW
1699
Journey Strategic Wealth
New Jersey
$235K +$4.07K +19 +2%
SAF
1700
Smith Anglin Financial
Texas
$234K +$428 +2 +0.2%
66 67
68
69 70