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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
1926
Lokken Investment Group
Delaware
$280K +$602 +2 +0.2%
DSAM
1927
Dock Street Asset Management
Florida
$279K -$30.1K -100 -10%
KFP
1928
KMG Fiduciary Partners
Ohio
$279K – – –
CB
1929
CNB Bank
Pennsylvania
$278K – – –
KF
1930
Krilogy Financial
Missouri
$278K +$322K +1,070 New
WI
1931
Wedgewood Investors
Pennsylvania
$277K – – –
TWP
1932
Tower Wealth Partners
Pennsylvania
$276K +$14.1K +47 +5%
SCP
1933
Seizert Capital Partners
Michigan
$276K – – –
HW
1934
HORAN Wealth
Ohio
$275K -$3.85M -12,802 -93%
CWA
1935
Crux Wealth Advisors
California
$274K -$59.9K -199 -18%
EWS
1936
Evergreen Wealth Solutions
Pennsylvania
$274K -$10.5K -35 -4%
HFS
1937
Heritage Financial Services
Massachusetts
$274K -$1.5K -5 -0.5%
CPA
1938
Cardiff Park Advisors
California
$273K +$40.6K +135 +17%
WCM
1939
Whitener Capital Management
North Carolina
$271K – – –
4WM
1940
49 Wealth Management
Texas
$271K -$9.03K -30 -3%
STFP
1941
Signal Tree Financial Partners
Ohio
$270K – – –
MMA
1942
Mizuho Markets Americas
New York
$270K +$19.3K +64 +7%
GG
1943
GenWealth Group
New Jersey
$270K +$62.6K +208 +29%
RA
1944
Rodgers & Associates
Pennsylvania
$269K – – –
ATS
1945
Ashton Thomas Securities
New York
$269K +$9.63K +32 +4%
TFP
1946
Tilia Fiduciary Partners
North Carolina
$268K -$15K -50 -5%
AWAG
1947
ARS Wealth Advisors Group
Florida
$268K – – –
LC
1948
Landaas & Company
Wisconsin
$267K – – –
JCM
1949
Jacobsen Capital Management
Utah
$267K +$602 +2 +0.2%
LA
1950
Latitude Advisors
Florida
$266K +$6.02K +20 +2%
76 77
78
79 80