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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1926
Holistic Financial Partners
Indiana
$214K +$241K +1,051 New
AMCA
1927
Arthur M. Cohen & Associates
Illinois
$213K – – –
TAM
1928
Trillium Asset Management
Massachusetts
$213K +$57.8K +252 +32%
TWM
1929
Thrive Wealth Management
Pennsylvania
$213K -$22.2K -97 -8%
CH
1930
Cromwell Holdings
Wyoming
$213K -$3.67K -16 -2%
LOWM
1931
Laurel Oak Wealth Management
New Jersey
$213K -$197K -858 -45%
EWM
1932
Endowment Wealth Management
Wisconsin
$213K +$10.3K +45 +4%
SCM
1933
Stonehearth Capital Management
Massachusetts
$213K – – –
MCM
1934
MV Capital Management
Maryland
$212K -$13.1K -57 -5%
DWP
1935
Destiny Wealth Partners
Florida
$211K +$238K +1,040 New
AC
1936
Asio Capital
Kentucky
$211K – – –
PMFA
1937
Plante Moran Financial Advisors
Michigan
$211K – – –
KAM
1938
Knightsbridge Asset Management
California
$210K -$49.3K -215 -17%
TCM
1939
Telos Capital Management
California
$209K +$8.26K +36 +4%
FG
1940
Foster Group
Iowa
$209K +$31.4K +137 +15%
CP
1941
Clarendon Private
Massachusetts
$209K +$236K +1,028 New
RTC
1942
Real Talk Capital
Tennessee
$209K +$14.2K +62 +6%
CFCS
1943
CDM Financial Counseling Services
Connecticut
$208K – – –
CF
1944
Clarity Financial
Texas
$207K – – –
PWP
1945
Parkwoods Wealth Partners
New York
$207K -$1.6K -7 -0.7%
BFPW
1946
BOK Financial Private Wealth
Colorado
$206K – – –
XWM
1947
Xcel Wealth Management
Florida
$206K -$45.9K -200 -16%
PWAM
1948
Papamarkou Wellner Asset Management
New York
$206K -$7.8K -34 -3%
SAM
1949
Stembrook Asset Management
New Jersey
$206K – – –
RIM
1950
Reliant Investment Management
Tennessee
$205K – – –
76 77
78
79 80