We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2051
Custom Portfolio Group
Colorado
$26K +$25.9K +111 New
SC
2052
Stephens Consulting
Michigan
$25.5K +$233 +1 +0.9%
DWM
2053
Dogwood Wealth Management
Kansas
$25.5K +$25.4K +109 New
SFA
2054
Semmax Financial Advisors
North Carolina
$25K – – –
GA
2055
GoalVest Advisory
New York
$24.7K -$699 -3 -3%
TCCM
2056
Timber Creek Capital Management
Massachusetts
$23.3K -$23.3K -100 -50%
BC
2057
Barrett & Company
Rhode Island
$23.3K – – –
MBFW
2058
Morton Brown Family Wealth
Pennsylvania
$23.3K +$23.3K +100 New
OIAM
2059
OFI Invest Asset Management
France
$23K -$233 -1 -0.9%
POIA
2060
Pin Oak Investment Advisors
Texas
$22K – – –
GWSA
2061
Global Wealth Strategies & Associates
Colorado
$21.7K – – –
BCMLT
2062
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K – – –
NFA
2063
Northwest Financial Advisors
Virginia
$20.9K +$21K +90 New
NOI
2064
Newton One Investments
Delaware
$20.7K -$4.19K -18 -17%
PP
2065
PFS Partners
New Jersey
$20.1K – – –
FSWA
2066
Financial Synergies Wealth Advisors
Texas
$20.1K -$466 -2 -2%
HCP
2067
Hexagon Capital Partners
Arkansas
$20K -$6.06K -26 -23%
CIR
2068
Clear Investment Research
Georgia
$19.1K +$19.1K +82 New
RWM
2069
Raffa Wealth Management
District of Columbia
$18.6K – – –
BG
2070
Bollard Group
Massachusetts
$18K – – –
LA
2071
LM Advisors
California
$17.9K +$17.9K +77 New
LFA
2072
Legend Financial Advisors
Pennsylvania
$17.2K – – –
AWM
2073
Abound Wealth Management
Tennessee
$16.2K +$932 +4 +6%
LFASL
2074
Lugano Financial Advisors SA (LFA)
Switzerland
$15.6K – – –
UOTTAIMCU
2075
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.4K +$15.4K +66 New
81 82
83
84 85