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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2076
Indiana Trust & Investment Management
Indiana
$70.3K – – –
VWA
2077
Valued Wealth Advisors
Utah
$70.1K -$2.78K -13 -4%
GSWM
2078
Golden State Wealth Management
California
$69.3K -$26.5K -124 -29%
CCMI
2079
Creative Capital Management Investments
California
$69.2K -$48.3K -226 -42%
JFA
2080
JNBA Financial Advisors
Minnesota
$66.3K +$1.5K +7 +2%
MAM
2081
Morse Asset Management
Connecticut
$66.1K – – –
GKIM
2082
GW&K Investment Management
Massachusetts
$66K +$8.76K +41 +16%
SVWA
2083
Sarver Vrooman Wealth Advisors
Missouri
$62.9K – – –
TCM
2084
Triumph Capital Management
Colorado
$62.3K +$1.71K +8 +3%
CFG
2085
Chapman Financial Group
Hawaii
$61.6K – – –
SEP
2086
Signature Equity Partners
Ohio
$61.4K +$25.6K +120 +78%
DWM
2087
Darwin Wealth Management
Florida
$61.2K +$427 +2 +0.7%
RFG
2088
REAP Financial Group
Texas
$61K +$214 +1 +0.4%
CWM
2089
Copia Wealth Management
Oregon
$60.5K – – –
RF
2090
Rossby Financial
Florida
$60.2K -$2.99K -14 -5%
RDFA
2091
Ritter Daniher Financial Advisory
Ohio
$60K -$28.6K -134 -33%
PK
2092
Pflug Koory
Nebraska
$59.8K – – –
WAG
2093
Wilkerson Advisory Group
Missouri
$59.3K +$10.7K +50 +23%
GJIA
2094
Glass Jacobson Investment Advisors
Maryland
$59.2K – – –
JGIA
2095
Jackson Grant Investment Advisers
Connecticut
$59.2K -$58.8K -275 -51%
LWM
2096
Lodestone Wealth Management
Washington
$58.9K +$855 +4 +2%
W
2097
WealthCollab
Washington
$58.7K – – –
DF
2098
Dunhill Financial
United Kingdom
$58K +$48.9K +229 +790%
EWP
2099
Elevation Wealth Partners
California
$57.1K +$38.9K +182 +249%
RL
2100
Rogco LP
Oklahoma
$56.4K – – –
82 83
84
85 86