We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1676
OneAscent Family Office
Alabama
$514K +$184K +610 +57%
BAM
1677
Bayshore Asset Management
Florida
$513K – – –
PFGIA
1678
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$29.3K +97 +6%
DWM
1679
David Wealth Management
Virginia
$510K – – –
SPW
1680
Sonoma Private Wealth
California
$509K +$2.41K +8 +0.5%
LA
1681
LVW Advisors
New York
$508K +$25K +83 +5%
CAM
1682
Close Asset Management
United Kingdom
$507K -$9.05K -30 -2%
RIA
1683
Richwood Investment Advisors
Ohio
$507K -$30.2K -100 -6%
HI
1684
Harbour Investments
Wisconsin
$507K -$1.21K -4 -0.2%
ONST
1685
Old North State Trust
North Carolina
$506K – – –
GGI
1686
Godsey & Gibb Inc
Virginia
$506K – – –
VCM
1687
Versant Capital Management
Arizona
$505K +$47.7K +158 +11%
TCOO
1688
Trust Company of Oklahoma
Oklahoma
$504K -$26.2K -87 -5%
FFA
1689
Founders Financial Alliance
North Carolina
$503K +$37.7K +125 +8%
SCA
1690
Sulzberger Capital Advisors
Florida
$503K – – –
CST
1691
Charles Schwab Trust
Nevada
$503K -$2.71K -9 -0.5%
PTP
1692
Platform Technology Partners
New York
$501K +$7.54K +25 +2%
PWM
1693
Paulson Wealth Management
Illinois
$500K -$111K -369 -18%
SPS
1694
Susquehanna Portfolio Strategies
Pennsylvania
$499K +$493K +1,633 New
ACM
1695
Ardent Capital Management
Ohio
$498K – – –
ZBNA
1696
Zions Bancorporation, National Association
Utah
$498K +$492K +1,630 New
KFA
1697
Krane Funds Advisors
New York
$498K -$36.8K -122 -7%
OCG
1698
Opus Capital Group
Ohio
$497K -$17.5K -58 -3%
NRW
1699
Nova R Wealth
Kansas
$497K +$905 +3 +0.2%
WHCI
1700
W.H. Cornerstone Investments
Massachusetts
$496K +$2.41K +8 +0.5%
66 67
68
69 70