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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2051
Financial Avengers
California
$264K +$1.21K +4 +0.5%
PAMG
2052
Patton Albertson Miller Group
Tennessee
$263K – – –
AW
2053
Alteri Wealth
California
$263K -$21.1K -70 -8%
GPI
2054
General Partner Inc
Pennsylvania
$262K – – –
LT
2055
Legacy Trust
Michigan
$262K -$9.05K -30 -3%
LFP
2056
Leeward Financial Partners
Washington
$262K -$126K -417 -33%
SIAP
2057
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K +$1.81K +6 +0.7%
FFC
2058
First Financial Corp
Indiana
$261K -$3.92K -13 -1%
TWP
2059
Tower Wealth Partners
Pennsylvania
$261K +$5.43K +18 +2%
RWM
2060
Riverchase Wealth Management
Texas
$261K -$12.1K -40 -4%
BFG
2061
Baron Financial Group
New Jersey
$260K +$302 +1 +0.1%
PCFFS
2062
Pacific Center for Financial Services
California
$260K – – –
BLAM
2063
Bourne Lent Asset Management
New York
$260K – – –
BWP
2064
BlueStem Wealth Partners
Minnesota
$259K +$2.11K +7 +0.8%
CAM
2065
Creekmur Asset Management
Illinois
$258K +$254K +842 +21,050%
PFM
2066
Phillips Financial Management
Indiana
$258K +$254K +843 New
SIC
2067
Sterling Investment Counsel
New York
$257K +$254K +843 New
ZF
2068
Zhang Financial
Michigan
$257K +$43.1K +143 +20%
CCA
2069
Catalyst Capital Advisors
New York
$257K +$49.2K +163 +24%
SLWA
2070
San Luis Wealth Advisors
California
$257K -$905 -3 -0.4%
SWA
2071
Strategies Wealth Advisors
Michigan
$257K +$254K +841 New
MGWA
2072
Monument Group Wealth Advisors
Massachusetts
$256K – – –
MPW
2073
Monterey Private Wealth
California
$255K -$5.73K -19 -2%
SHJ
2074
Sharkey, Howes & Javer
Colorado
$255K – – –
PWAM
2075
Papamarkou Wellner Asset Management
New York
$254K – – –
81 82
83
84 85