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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
2076
ORG Partners
Indiana
$34.5K -$1.1M -4,522 -97%
GKIM
2077
GW&K Investment Management
Massachusetts
$34K -$733 -3 -2%
IFS
2078
Intelligent Financial Strategies
Minnesota
$33.9K – – –
DFA
2079
DHJJ Financial Advisors
Illinois
$33.2K -$733 -3 -2%
CA
2080
Crewe Advisors
Utah
$33K +$32.3K +132 New
RF
2081
Robinswood Financial
Washington
$32.1K – – –
ECM
2082
Estabrook Capital Management
New York
$31.2K – – –
CA
2083
Centerpoint Advisors
Massachusetts
$31K – – –
AP
2084
Aspect Partners
Virginia
$30.7K +$244 +1 +0.8%
FMP
2085
Financial Management Professionals
Texas
$30K -$733 -3 -2%
OIAM
2086
OFI Invest Asset Management
France
$29.8K +$4.89K +20 +18%
IFAM
2087
Institutional & Family Asset Management
Colorado
$29.5K – – –
BL
2088
BFSG LLC
California
$28.7K -$15.9K -65 -36%
NFSG
2089
Newbridge Financial Services Group
Florida
$28.6K +$28.8K +118 New
KFP
2090
Keener Financial Planning
Texas
$28K +$18.6K +76 +230%
CPG
2091
Custom Portfolio Group
Colorado
$27.9K – – –
DWM
2092
Dogwood Wealth Management
Kansas
$27.5K +$244 +1 +0.9%
SC
2093
Stephens Consulting
Michigan
$27.5K – – –
AFS
2094
Annapolis Financial Services
Maryland
$25K -$200K -820 -89%
BC
2095
Barrett & Company
Rhode Island
$25K – – –
ACM
2096
Anfield Capital Management
California
$25K +$24.4K +100 New
SFA
2097
Semmax Financial Advisors
North Carolina
$24.8K – – –
CIAS
2098
CBIZ Investment Advisory Services
Ohio
$24.4K +$23.7K +97 New
WIM
2099
Westside Investment Management
California
$24.2K -$16.6K -68 -41%
GWSA
2100
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
82 83
84
85 86