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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
2026
Long Run Wealth Advisors
New York
$237K -$28.3K -94 -10%
MAM
2027
McLean Asset Management
Virginia
$237K -$7.52K -25 -3%
TC
2028
Trilogy Capital
California
$237K +$18.4K +61 +8%
NG
2029
Novem Group
New York
$236K -$78K -259 -24%
Harris Associates
2030
Harris Associates
Illinois
$236K -$241K -800 -50%
MGWA
2031
Monument Group Wealth Advisors
Massachusetts
$236K -$7.52K -25 -3%
ACP
2032
Argyle Capital Partners
California
$236K – – –
PAM
2033
Peak Asset Management
Colorado
$236K – – –
AP
2034
Advisors Preferred
Maryland
$236K -$119K -396 -33%
MFG
2035
MidWestOne Financial Group
Iowa
$235K – – –
UFF
2036
USA Financial Formulas
Michigan
$235K -$17.8K -59 -7%
AIA
2037
Allied Investment Advisors
Montana
$235K – – –
DLHL
2038
Donald L. Hagan LLC
Florida
$235K – – –
SFG
2039
Snider Financial Group
Washington
$235K – – –
CA
2040
Claro Advisors
Massachusetts
$233K -$11.1K -37 -4%
SP
2041
Stonebrook Private
Michigan
$232K +$14.1K +47 +6%
HWM
2042
HighMark Wealth Management
Minnesota
$232K – – –
WAM
2043
Weatherly Asset Management
California
$232K – – –
MAG
2044
MRA Advisory Group
New Jersey
$232K +$1.2K +4 +0.5%
SP
2045
Successful Portfolios
Florida
$232K -$49.1K -163 -17%
AR
2046
Apeiron RIA
Texas
$232K -$371K -1,233 -60%
SRC
2047
Sage Rhino Capital
California
$232K -$1.2K -4 -0.5%
KJHP
2048
K.J. Harrison & Partners
Ontario, Canada
$232K -$602 -2 -0.2%
RC
2049
Rexford Capital
Texas
$232K -$12K -40 -5%
PWS
2050
Peterson Wealth Services
Utah
$231K -$234K -777 -99%