We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2076
HighMark Wealth Management
Minnesota
$232K – – –
FWP
2077
Falcon Wealth Planning
California
$232K +$8.87K +30 +4%
MAM
2078
McLean Asset Management
Virginia
$231K +$6.21K +21 +3%
SRC
2079
Sage Rhino Capital
California
$231K -$3.25K -11 -1%
KJHP
2080
K.J. Harrison & Partners
Ontario, Canada
$231K – – –
PWS
2081
Peterson Wealth Services
Utah
$231K – – –
AAG
2082
Armstrong Advisory Group
Massachusetts
$231K – – –
BC
2083
Bayforest Capital
United Kingdom
$231K +$233K +788 New
CNBOF
2084
City National Bank of Florida
Florida
$231K +$233K +788 New
MAG
2085
MRA Advisory Group
New Jersey
$230K -$44.3K -150 -16%
SCM
2086
SOL Capital Management
Maryland
$230K – – –
CFO
2087
CVA Family Office
Colorado
$230K +$22.8K +77 +11%
HCM
2088
Hollencrest Capital Management
California
$229K – – –
WAM
2089
Weatherly Asset Management
California
$228K – – –
CAL
2090
Capital Analysts LLC
Pennsylvania
$228K +$56.7K +192 +33%
ML
2091
Mayport LLC
Massachusetts
$228K +$230K +778 New
LA
2092
Latitude Advisors
Florida
$227K -$16.8K -57 -7%
GIM
2093
Grassi Investment Management
California
$227K +$229K +776 New
SWM
2094
Sugarloaf Wealth Management
Georgia
$227K – – –
RBC
2095
Roble Belko & Company
Pennsylvania
$226K – – –
RRA
2096
Round Rock Advisors
Connecticut
$225K +$228K +770 New
TIM
2097
Tortoise Investment Management
New York
$225K +$18.6K +63 +9%
PCH
2098
PGIM Custom Harvest
New Jersey
$224K +$226K +766 New
UFF
2099
USA Financial Formulas
Michigan
$224K +$226K +765 New
WDL
2100
Well Done LLC
Michigan
$224K – – –
82 83
84
85 86