We are live on ! Find out more
ADP icon

Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2051
Lummis Asset Management
Texas
$138K – – –
SIS
2052
Sound Income Strategies
Florida
$137K -$20.1K -77 -13%
MHR
2053
Matthew Hamilton Rosenberg
$135K – – –
RTC
2054
Riverview Trust Company
Washington
$133K -$15.4K -59 -11%
AIM
2055
Acropolis Investment Management
Missouri
$132K +$124K +476 New
CSC
2056
Caldwell Sutter Capital
California
$131K – – –
BCMLT
2057
Beacon Capital Management LLC (Tennessee)
Tennessee
$128K +$22.5K +86 +23%
CTWM
2058
Cherry Tree Wealth Management
Minnesota
$127K – – –
VIA
2059
Virtus Investment Advisers
Connecticut
$127K – – –
PCWA
2060
Pacific Capital Wealth Advisors
California
$125K – – –
MFA
2061
McClarren Financial Advisors
Pennsylvania
$122K +$53.6K +205 +86%
TFIPS
2062
Towarzystwo Funduszy Inwestycyjnych PZU SA
$122K +$18.3K +70 +19%
ITIM
2063
Indiana Trust & Investment Management
Indiana
$120K – – –
DPW
2064
DiNuzzo Private Wealth
Pennsylvania
$118K +$262 +1 +0.2%
Capstone Investment Advisors
2065
Capstone Investment Advisors
New York
$116K -$2.1M -8,037 -95%
BMC
2066
Bear Mountain Capital
Washington
$116K – – –
KC
2067
Knuff & Co
California
$114K – – –
WI
2068
Wintrust Investments
Illinois
$114K -$910K -3,478 -89%
WOSD
2069
WFA of San Diego
California
$113K -$6.54K -25 -6%
VWA
2070
Valued Wealth Advisors
Utah
$111K +$18.6K +71 +22%
FPF
2071
First Pacific Financial
Washington
$111K -$262 -1 -0.2%
NPP
2072
New Potomac Partners
Maryland
$111K +$105K +400 New
TC
2073
Trust Company
Kansas
$110K – – –
BFP
2074
Briaud Financial Planning
Texas
$110K – – –
IRC
2075
Investors Research Corp
Georgia
$109K – – –