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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Claro Advisors
Massachusetts
$364K +$102K +389 +42%
HIP
1702
HUB Investment Partners
Texas
$361K +$3.4K +13 +1%
BMWM
1703
Brown Miller Wealth Management
Virginia
$361K – – –
DMBA
1704
Deseret Mutual Benefit Administrators
Utah
$361K -$15.7K -60 -4%
AA
1705
Alesco Advisors
New York
$359K -$16.7K -64 -5%
LFP
1706
Leeward Financial Partners
Washington
$358K -$10.2K -39 -3%
RSWA
1707
Robinson Smith Wealth Advisors
Maine
$358K -$785 -3 -0.2%
SWMG
1708
Sanchez Wealth Management Group
Florida
$358K +$1.83K +7 +0.5%
FSA
1709
Financial Security Advisor
Virginia
$356K +$2.88K +11 +0.9%
AWE
1710
Avidian Wealth Enterprises
Texas
$356K -$21.4K -82 -6%
AT
1711
American Trust
Kentucky
$354K -$137K -525 -29%
LWM
1712
LongView Wealth Management
Georgia
$350K +$1.31K +5 +0.4%
SIG
1713
Sargent Investment Group
Maryland
$350K +$2.09K +8 +0.6%
ORC
1714
O'Rourke & Company
Massachusetts
$349K – – –
IA
1715
IMZ Advisory
Florida
$348K +$3.66K +14 +1%
LI
1716
LRI Investments
Florida
$347K – – –
EWM
1717
EPG Wealth Management
Georgia
$347K +$328K +1,255 New
CWM
1718
Centurion Wealth Management
Virginia
$347K +$328K +1,253 New
MCA
1719
Maryland Capital Advisors
Maryland
$346K – – –
FCT
1720
Family Capital Trust
Massachusetts
$346K – – –
IWM
1721
Integris Wealth Management
California
$344K – – –
WSWA
1722
Warren Street Wealth Advisors
California
$344K -$2.09K -8 -0.6%
CWM
1723
Cahaba Wealth Management
Georgia
$344K +$65.1K +249 +25%
PWP
1724
Phillips Wealth Planners
Mississippi
$344K -$2.35K -9 -0.8%
SW
1725
SteelPeak Wealth
California
$343K +$10.5K +40 +3%
67 68
69
70 71