We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1951
Thomas J. Herzfeld Advisors
Florida
$9.23K – – –
LFA
1952
Level Financial Advisors
New York
$9.23K +$9.06K +42 New
HWP
1953
Highline Wealth Partners
California
$8.13K -$1.08K -5 -12%
CAM
1954
ClariVest Asset Management
California
$7K -$8.25M -38,283 -100%
SF
1955
Safeguard Financial
Wisconsin
$7K +$7.33K +34 New
JFG
1956
JDM Financial Group
Texas
$6.59K – – –
ETC
1957
Exchange Traded Concepts
Oklahoma
$6.15K -$48.5K -225 -89%
SCA
1958
Stuart Chaussee & Associates
California
$6.15K – – –
WAM
1959
Worth Asset Management
Texas
$5.71K – – –
GAG
1960
Goodman Advisory Group
Massachusetts
$5.5K – – –
NF
1961
Norwood Financial
Pennsylvania
$5.49K – – –
EAM
1962
Eukles Asset Management
Ohio
$5.05K – – –
BCPWM
1963
Bradley & Co Private Wealth Management
Florida
$4.83K – – –
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$4.62K – – –
CPG
1965
Cornerstone Planning Group
New Jersey
$4.18K +$4.1K +19 New
WWM
1966
Wolff Wiese Magana
California
$3.96K +$862 +4 +29%
BWAM
1967
Boyd Watterson Asset Management
Ohio
$3.3K – – –
TCA
1968
Trifecta Capital Advisors
Illinois
$3.3K – – –
HF
1969
Halpern Financial
Virginia
$3.08K +$3.02K +14 New
MCM
1970
Magnolia Capital Management
New York
$3K – – –
2L
1971
25 LLC
Missouri
$2.8K +$431 +2 +20%
KIG
1972
Kessler Investment Group
Indiana
$2.42K – – –
TAIM
1973
TD Ameritrade Investment Management
Nebraska
$2K -$1.08K -5 -33%
WAS
1974
Winch Advisory Services
Wisconsin
$2K – – –
IHWM
1975
Iron Horse Wealth Management
Iowa
$1.76K – – –
77 78
79
80 81