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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1951
Westside Investment Management
California
$39.7K – – –
CA
1952
Centerpoint Advisors
Massachusetts
$39K – – –
CTB
1953
Country Trust Bank
Illinois
$38.3K -$7.56K -31 -16%
FMP
1954
Financial Management Professionals
Texas
$38K +$10K +41 +35%
CWM
1955
CarsonAllaria Wealth Management
Illinois
$36K +$244 +1 +0.7%
GKIM
1956
GW&K Investment Management
Massachusetts
$35K +$1.71K +7 +5%
PFA
1957
Pathway Financial Advisers
Indiana
$34.5K +$34.9K +143 New
DFA
1958
DHJJ Financial Advisors
Illinois
$34.2K +$34.6K +142 New
WSC
1959
Wellington Shields & Co
New York
$33.4K – – –
SFG
1960
Steward Financial Group
Texas
$33K -$34.1K -140 -50%
CAS
1961
Coppell Advisory Solutions
Texas
$33K – – –
DWA
1962
Delos Wealth Advisors
Texas
$31.6K – – –
RF
1963
Robinswood Financial
Washington
$31.5K – – –
TWP
1964
TFO Wealth Partners
Ohio
$31.2K +$731 +3 +2%
ECM
1965
Estabrook Capital Management
New York
$30.1K -$14.6K -60 -32%
HCP
1966
Hexagon Capital Partners
Arkansas
$26.9K -$1.71K -7 -6%
SC
1967
Stephens Consulting
Michigan
$26.2K – – –
GA
1968
GoalVest Advisory
New York
$26.2K +$731 +3 +3%
LF
1969
Lee Financial
Texas
$26.1K – – –
NOI
1970
Newton One Investments
Delaware
$25.8K – – –
OIAM
1971
OFI Invest Asset Management
France
$25K +$26.8K +110 New
BC
1972
Barrett & Company
Rhode Island
$24.1K – – –
JMF
1973
Johnson Midwest Financial
Iowa
$24.1K – – –
IPW
1974
Impact Partnership Wealth
Georgia
$24.1K +$5.36K +22 +28%
POIA
1975
Pin Oak Investment Advisors
Texas
$23K – – –
77 78
79
80 81