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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2051
Vision Retirement
New Jersey
$89.6K -$22.9K -100 -18%
GSWM
2052
Golden State Wealth Management
California
$88K -$3.21K -14 -3%
HIM
2053
Hillsdale Investment Management
Ontario, Canada
$85.3K – – –
KC
2054
Knuff & Co
California
$83.9K – – –
DPW
2055
DiNuzzo Private Wealth
Pennsylvania
$83.5K -$2.29K -10 -2%
FNWA
2056
Financial Network Wealth Advisors
Utah
$82.5K -$8.48K -37 -8%
TBFA
2057
Three Bearings Fiduciary Advisors
New Hampshire
$82K – – –
RDFA
2058
Ritter Daniher Financial Advisory
Ohio
$81.7K +$229 +1 +0.2%
CWM
2059
Cranbrook Wealth Management
Michigan
$81.6K – – –
RCM
2060
Richardson Capital Management
Wisconsin
$81.3K – – –
BMC
2061
Bear Mountain Capital
Washington
$80.9K – – –
RFS
2062
Richardson Financial Services
Massachusetts
$79.7K -$39.7K -173 -31%
UBP
2063
Union Bancaire Privee
Switzerland
$77.8K +$52.7K +230 +85%
CM
2064
Capula Management
Cayman Islands
$76.6K -$70.2K -306 -45%
API
2065
Asset Planning Inc
California
$76.2K – – –
MHR
2066
Matthew Hamilton Rosenberg
$72.9K -$7.11K -31 -8%
SWP
2067
Strategic Wealth Partners
Ohio
$71.9K +$39K +170 +92%
MWA
2068
Medallion Wealth Advisors
Connecticut
$71.7K – – –
TTIC
2069
Tower Trust & Investment Company
Iowa
$71.1K – – –
WOSD
2070
WFA of San Diego
California
$70.1K -$8.03K -35 -9%
CPG
2071
Cornerstone Planning Group
New Jersey
$69.8K +$14.4K +63 +23%
SCM
2072
Silvant Capital Management
Georgia
$68.7K – – –
IWP
2073
IAG Wealth Partners
Wisconsin
$67.6K +$229 +1 +0.3%
HWP
2074
Highline Wealth Partners
California
$67.1K +$70.4K +307 +1,335%
TCM
2075
Tradewinds Capital Management
Washington
$66.4K +$459 +2 +0.6%
81 82
83
84 85