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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2101
Ritter Daniher Financial Advisory
Ohio
$60K -$28.6K -134 -33%
PK
2102
Pflug Koory
Nebraska
$59.8K – – –
WAG
2103
Wilkerson Advisory Group
Missouri
$59.3K +$10.7K +50 +23%
GJIA
2104
Glass Jacobson Investment Advisors
Maryland
$59.2K – – –
JGIA
2105
Jackson Grant Investment Advisers
Connecticut
$59.2K -$58.8K -275 -51%
LWM
2106
Lodestone Wealth Management
Washington
$58.9K +$855 +4 +2%
W
2107
WealthCollab
Washington
$58.7K – – –
DF
2108
Dunhill Financial
United Kingdom
$58K +$48.9K +229 +790%
EWP
2109
Elevation Wealth Partners
California
$57.1K +$38.9K +182 +249%
RL
2110
Rogco LP
Oklahoma
$56.4K – – –
BIA
2111
Bell Investment Advisors
California
$56K +$10.5K +49 +24%
VWA
2112
VSM Wealth Advisory
Maryland
$54.2K – – –
BC
2113
Burnham & Co
Michigan
$53.7K +$51.3K +240 New
KC
2114
Kepler Cheuvreux
$53.1K -$25.1M -117,424 -100%
CMP
2115
Coston McIsaac & Partners
Maine
$53K +$214 +1 +0.4%
DWM
2116
Dogwood Wealth Management
Kansas
$52.9K -$295K -1,379 -85%
HIA
2117
Highland Investment Advisors
Florida
$52.9K +$50.4K +236 New
HIMS
2118
Hager Investment Management Services
New Hampshire
$52.6K – – –
CA
2119
Crewe Advisors
Utah
$52.5K +$46.2K +216 +1,200%
JWM
2120
JPL Wealth Management
Colorado
$52.2K +$11.1K +52 +29%
VERPA
2121
Virginia Estate & Retirement Planning Advisors
Virginia
$52.2K – – –
AG
2122
AmeriFlex Group
Nevada
$50.9K +$4.49K +21 +10%
YAL
2123
Your Advocates Ltd
Texas
$50.8K – – –
TWD
2124
True Wealth Design
Ohio
$50.8K +$13.7K +64 +39%
MI
2125
Markowski Investments
Florida
$50.1K +$47.9K +224 New
83 84
85
86 87