We are live on ! Find out more
ADP icon

Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
1926
Creative Capital Management Investments
California
$152K – – –
TVAMP
1927
Tennessee Valley Asset Management Partners
Tennessee
$150K +$150K +645 New
RFS
1928
Richardson Financial Services
Massachusetts
$145K +$145K +624 New
CCM
1929
CAAS Capital Management
New York
$140K +$140K +600 New
OBWP
1930
O'Brien Wealth Partners
Massachusetts
$138K +$1.4K +6 +1%
BWL
1931
Bogart Wealth LLC
Virginia
$135K – – –
SIS
1932
Sound Income Strategies
Florida
$130K +$87.8K +377 +207%
CH
1933
Canton Hathaway
Rhode Island
$130K – – –
FWM
1934
FSA Wealth Management
Massachusetts
$128K +$128K +550 New
QL
1935
Quarry LP
New York
$126K +$9.09K +39 +8%
CWM
1936
Cranbrook Wealth Management
Michigan
$124K – – –
TWM
1937
Tradition Wealth Management
Minnesota
$124K -$3.03K -13 -2%
TSWM
1938
Tyler-Stone Wealth Management
Ohio
$124K +$10.7K +46 +9%
RIM
1939
Rockbridge Investment Management
New York
$123K +$123K +527 New
LFG
1940
Larson Financial Group
Missouri
$122K +$37K +159 +43%
TIM
1941
Tortoise Investment Management
New York
$122K +$11K +47 +10%
TLA
1942
Tanglewood Legacy Advisors
Texas
$122K – – –
SIC
1943
SJS Investment Consulting
Ohio
$119K -$699 -3 -0.6%
EAM
1944
EdenTree Asset Management
United Kingdom
$116K – – –
AA
1945
Addison Advisors
Vermont
$115K – – –
MHR
1946
Matthew Hamilton Rosenberg
$114K -$28.4K -122 -20%
CFD
1947
Creative Financial Designs
Indiana
$113K – – –
CSC
1948
Caldwell Sutter Capital
California
$111K – – –
PCFFS
1949
Pacific Center for Financial Services
California
$111K – – –
GPI
1950
General Partner Inc
Pennsylvania
$111K – – –