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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LBA
1801
Lowell Blake & Associates
Massachusetts
$215K +$221K +900 New
TF
1802
Talbot Financial
Washington
$215K +$221K +900 New
TBC
1803
Ted Buchan & Co
California
$215K +$221K +900 New
SFP
1804
Shepherd Financial Partners
Massachusetts
$215K -$4.91K -20 -2%
SIM
1805
SSI Investment Management
California
$215K – – –
IA
1806
IFS Advisors
Kansas
$213K – – –
SIC
1807
Sterling Investment Counsel
New York
$212K -$982 -4 -0.4%
FNBT
1808
FineMark National Bank & Trust
Florida
$212K -$121K -491 -36%
HFA
1809
High Falls Advisors
New York
$212K – – –
SA
1810
Syntax Advisors
New York
$212K -$26.8K -109 -11%
VCG
1811
Vantage Consulting Group
Virginia
$212K -$26.8K -109 -11%
FPCG
1812
Forum Private Client Group
Indiana
$211K +$217K +884 New
BMC
1813
Beaton Management Company
Massachusetts
$211K – – –
VWA
1814
V Wealth Advisors
Kansas
$211K +$217K +883 New
SWM
1815
Stockman Wealth Management
Montana
$211K +$217K +882 New
AWA
1816
Amplius Wealth Advisors
Pennsylvania
$210K +$216K +880 New
GC
1817
Garde Capital
Washington
$210K – – –
NCM
1818
NCM Capital Management
New Jersey
$210K +$216K +881 New
AC
1819
Avestar Capital
New York
$210K +$215K +874 New
FFA
1820
Farther Finance Advisors
California
$210K +$216K +878 New
HIS
1821
Horizon Investment Services
Indiana
$209K +$215K +877 New
SRG
1822
SBB Research Group
Illinois
$209K -$17.7K -72 -8%
MWP
1823
Meredith Wealth Planning
Illinois
$208K +$213K +869 New
WMS
1824
Wealth Management Solutions
Pennsylvania
$207K +$213K +866 New
OFG
1825
OmniStar Financial Group
North Carolina
$207K +$212K +865 New
71 72
73
74 75