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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1951
Avion Wealth
Texas
$173K +$1.96K +8 +1%
CAS
1952
Coppell Advisory Solutions
Texas
$173K +$178K +723 New
EIM
1953
Essex Investment Management
Massachusetts
$170K +$1.72K +7 +1%
NBT
1954
Northwest Bank & Trust
Iowa
$167K – – –
CFO
1955
CVA Family Office
Colorado
$165K +$1.47K +6 +0.9%
CHA
1956
Carmichael Hill & Associates
Maryland
$164K – – –
HNB
1957
Hilltop National Bank
Wyoming
$159K – – –
CCMI
1958
Creative Capital Management Investments
California
$156K – – –
FCA
1959
FinTrust Capital Advisors
South Carolina
$154K +$30K +122 +23%
SN
1960
Sittner & Nelson
Oregon
$149K – – –
RFS
1961
Richardson Financial Services
Massachusetts
$149K – – –
SIC
1962
SJS Investment Consulting
Ohio
$145K -$246 -1 -0.2%
EC
1963
EntryPoint Capital
New York
$143K +$128K +522 +669%
CFM
1964
Catalyst Funds Management
Australia
$143K +$147K +600 New
FNWA
1965
Financial Network Wealth Advisors
Utah
$143K +$147K +597 New
TIM
1966
Tortoise Investment Management
New York
$142K +$26.3K +107 +22%
SIS
1967
Sound Income Strategies
Florida
$136K -$5.16K -21 -4%
CH
1968
Canton Hathaway
Rhode Island
$133K – – –
SOS
1969
Silver Oak Securities
Tennessee
$132K +$136K +553 New
CFD
1970
Creative Financial Designs
Indiana
$131K +$8.84K +36 +7%
FFC
1971
First Financial Corp
Indiana
$131K -$16.7K -68 -11%
RTC
1972
Riverview Trust Company
Washington
$129K – – –
CWM
1973
Cranbrook Wealth Management
Michigan
$127K – – –
IGWM
1974
ICA Group Wealth Management
Colorado
$125K -$565K -2,303 -81%
TLA
1975
Tanglewood Legacy Advisors
Texas
$125K – – –