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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1926
Arthur M. Cohen & Associates
Illinois
$324K – – –
IFO
1927
Independent Family Office
New York
$323K – – –
BBW
1928
Blue Barn Wealth
Utah
$323K +$3.32K +11 +1%
FCM
1929
Fourpath Capital Management
Oklahoma
$322K +$22.3K +74 +8%
CAL
1930
Capital Analysts LLC
Pennsylvania
$322K +$82.3K +273 +35%
DSAM
1931
Dock Street Asset Management
Florida
$321K – – –
SP
1932
Stablepoint Partners
Massachusetts
$321K – – –
RS
1933
R Squared
Hong Kong
$321K +$154K +510 +94%
TF
1934
Trek Financial
Arizona
$320K +$316K +1,049 New
CA
1935
Carson Advisory
Georgia
$320K -$3.32K -11 -1%
NG
1936
Novem Group
New York
$320K +$20.8K +69 +7%
FFB
1937
First Financial Bankshares
Texas
$319K – – –
GS
1938
GWN Securities
Florida
$319K -$299K -991 -49%
FUBT
1939
First United Bank & Trust
Maryland
$319K -$17.2K -57 -5%
APC
1940
Aspire Private Capital
North Carolina
$317K -$5.13K -17 -2%
DFP
1941
Defined Financial Planning
California
$316K +$1.51K +5 +0.5%
OFG
1942
Oxford Financial Group
Indiana
$316K -$26.2K -87 -8%
OP
1943
ORG Partners
Indiana
$316K +$67.9K +225 +28%
SCM
1944
Schnieders Capital Management
California
$316K – – –
AC
1945
Asio Capital
Kentucky
$315K -$3.02K -10 -1%
BW
1946
Blalock Williams
Alabama
$313K +$18.7K +62 +6%
CF
1947
Clarity Financial
Texas
$312K -$113K -376 -27%
BFPW
1948
BOK Financial Private Wealth
Colorado
$309K -$304K -1,008 -50%
AWM
1949
Allen Wealth Management
North Carolina
$308K -$30.2K -100 -9%
RIM
1950
Reliant Investment Management
Tennessee
$308K – – –
76 77
78
79 80