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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2026
Evolution Advisers
Virginia
$41K +$41K +176 New
MSG
2027
Main Street Group
Virginia
$40.7K +$40.5K +174 New
RCM
2028
Raleigh Capital Management
North Carolina
$40K -$466 -2 -1%
CTA
2029
Colonial Trust Advisors
South Carolina
$38.9K -$19.6K -84 -33%
CWM
2030
Cedar Wealth Management
California
$38.9K – – –
PA
2031
Pineridge Advisors
Missouri
$38.9K +$38.9K +167 New
WIM
2032
Westside Investment Management
California
$38.4K – – –
FFO
2033
Fortitude Family Office
Arizona
$34.9K +$34.9K +150 New
CWM
2034
CarsonAllaria Wealth Management
Illinois
$34.8K – – –
NC
2035
NewSquare Capital
Pennsylvania
$34K -$524K -2,250 -94%
PFA
2036
Pathway Financial Advisers
Indiana
$33.5K +$233 +1 +0.7%
TWP
2037
TFO Wealth Partners
Ohio
$32.4K -$699 -3 -2%
CAS
2038
Coppell Advisory Solutions
Texas
$32.4K +$233 +1 +0.7%
SIS
2039
Strategic Investment Solutions
Illinois
$32.4K +$32.4K +139 New
GKIM
2040
GW&K Investment Management
Massachusetts
$32K -$1.4K -6 -4%
DFA
2041
DHJJ Financial Advisors
Illinois
$31.7K -$1.4K -6 -4%
IFS
2042
Intelligent Financial Strategies
Minnesota
$31.6K -$66.2K -284 -68%
RF
2043
Robinswood Financial
Washington
$30.5K – – –
LF
2044
Lee Financial
Texas
$29.8K +$4.43K +19 +18%
ECM
2045
Estabrook Capital Management
New York
$29.1K – – –
CA
2046
Centerpoint Advisors
Massachusetts
$29K -$8.85K -38 -23%
SOW
2047
State of Wyoming
Wyoming
$28.4K -$31.2K -134 -52%
AP
2048
Aspect Partners
Virginia
$28.4K +$28.4K +122 New
FMP
2049
Financial Management Professionals
Texas
$28K -$8.62K -37 -23%
IFAM
2050
Institutional & Family Asset Management
Colorado
$27.5K -$13.7K -59 -33%
80 81
82
83 84