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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2051
Golden State Wealth Management
California
$88K -$3.21K -14 -3%
HIM
2052
Hillsdale Investment Management
Ontario, Canada
$85.3K – – –
KC
2053
Knuff & Co
California
$83.9K – – –
DPW
2054
DiNuzzo Private Wealth
Pennsylvania
$83.5K -$2.29K -10 -2%
FNWA
2055
Financial Network Wealth Advisors
Utah
$82.5K -$8.48K -37 -8%
TBFA
2056
Three Bearings Fiduciary Advisors
New Hampshire
$82K – – –
RDFA
2057
Ritter Daniher Financial Advisory
Ohio
$81.7K +$229 +1 +0.2%
CWM
2058
Cranbrook Wealth Management
Michigan
$81.6K – – –
RCM
2059
Richardson Capital Management
Wisconsin
$81.3K – – –
BMC
2060
Bear Mountain Capital
Washington
$80.9K – – –
RFS
2061
Richardson Financial Services
Massachusetts
$79.7K -$39.7K -173 -31%
UBP
2062
Union Bancaire Privee
Switzerland
$77.8K +$52.7K +230 +85%
CM
2063
Capula Management
Cayman Islands
$76.6K -$70.2K -306 -45%
API
2064
Asset Planning Inc
California
$76.2K – – –
MHR
2065
Matthew Hamilton Rosenberg
$72.9K -$7.11K -31 -8%
SWP
2066
Strategic Wealth Partners
Ohio
$71.9K +$39K +170 +92%
MWA
2067
Medallion Wealth Advisors
Connecticut
$71.7K – – –
TTIC
2068
Tower Trust & Investment Company
Iowa
$71.1K – – –
WOSD
2069
WFA of San Diego
California
$70.1K -$8.03K -35 -9%
CPG
2070
Cornerstone Planning Group
New Jersey
$69.8K +$14.4K +63 +23%
SCM
2071
Silvant Capital Management
Georgia
$68.7K – – –
IWP
2072
IAG Wealth Partners
Wisconsin
$67.6K +$229 +1 +0.3%
HWP
2073
Highline Wealth Partners
California
$67.1K +$70.4K +307 +1,335%
TCM
2074
Tradewinds Capital Management
Washington
$66.4K +$459 +2 +0.6%
VWA
2075
Valued Wealth Advisors
Utah
$66.3K -$10.3K -45 -12%
81 82
83
84 85