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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2026
Amplius Wealth Advisors
Pennsylvania
– -$204K -975 Closed
DCM
2027
Driehaus Capital Management
Illinois
– -$200K -954 Closed
PFGIA
2028
Patriot Financial Group Insurance Agency
Massachusetts
– -$132K -629 Closed
RIM
2029
Rockbridge Investment Management
New York
– -$116K -554 Closed
COCM
2030
Charter Oak Capital Management
New Hampshire
– -$108K -514 Closed
HFS
2031
Heritage Financial Services
Massachusetts
– -$104K -497 Closed
HWA
2032
HHM Wealth Advisors
Tennessee
– -$103K -489 Closed
TCWM
2033
Total Clarity Wealth Management
Illinois
– -$52K -246 Closed
SFG
2034
Steward Financial Group
Texas
– -$49K -235 Closed
BMD
2035
Better Money Decisions
New Mexico
– -$48K -229 Closed
AP
2036
Arlington Partners
Alabama
– -$43K -206 Closed
CWM
2037
Curi Wealth Management
North Carolina
– -$43K -206 Closed
VRM
2038
Vectors Research Management
New York
– -$42K -199 Closed
KA
2039
Kozak & Associates
Colorado
– -$26K -125 Closed
GKIM
2040
GW&K Investment Management
Massachusetts
– -$14K -69 Closed
CJL
2041
Cyrus J. Lawrence
New York
– -$11K -55 Closed
RG
2042
Retirement Group
California
– -$11K -53 Closed
IIL
2043
Insight Inv LLC
California
– -$11K -50 Closed
TWP
2044
TFO Wealth Partners
Ohio
– -$6K -28 Closed
DFCM
2045
Dark Forest Capital Management
Puerto Rico
– -$5K -23 Closed
AIP
2046
Ahrens Investment Partners
Louisiana
– -$3K -12 Closed
MBFW
2047
Morton Brown Family Wealth
Pennsylvania
– -$2K -8 Closed
MAM
2048
Marquette Asset Management
Minnesota
– -$1K -3 Closed
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