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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2101
Westside Investment Management
California
$24.2K -$16.6K -68 -41%
GWSA
2102
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
POIA
2103
Pin Oak Investment Advisors
Texas
$23K – – –
NOI
2104
Newton One Investments
Delaware
$22.3K – – –
PP
2105
PFS Partners
New Jersey
$21.6K – – –
FSWA
2106
Financial Synergies Wealth Advisors
Texas
$21.5K +$489 +2 +2%
CIR
2107
Clear Investment Research
Georgia
$20.5K – – –
EC
2108
EntryPoint Capital
New York
$19.5K +$19.1K +78 New
BG
2109
Bollard Group
Massachusetts
$19K +$244 +1 +1%
LFA
2110
Legend Financial Advisors
Pennsylvania
$18.5K – – –
AWM
2111
Abound Wealth Management
Tennessee
$18.2K +$733 +3 +4%
SNB
2112
Security National Bank
Nebraska
$17K +$16.6K +68 New
LFASL
2113
Lugano Financial Advisors SA (LFA)
Switzerland
$16.7K – – –
SA
2114
Scarborough Advisors
Maryland
$15.7K – – –
PCA
2115
Providence Capital Advisors
North Carolina
$15K – – –
HF
2116
Halpern Financial
Virginia
$15K – – –
VF
2117
VitalStone Financial
Texas
$14K – – –
GWMI
2118
Guardian Wealth Management (Illinois)
Illinois
$13.4K – – –
CJL
2119
Cyrus J. Lawrence
New York
$13K +$13.4K +55 New
OLVIG
2120
Oliver Lagore Vanvalin Investment Group
Michigan
$12.2K – – –
FG
2121
Fairman Group
Pennsylvania
$10.5K -$66K -270 -87%
VAG
2122
VisionPoint Advisory Group
Texas
$10.2K -$3.91K -16 -28%
SR
2123
Syntax Research
Florida
$9.74K – – –
WSC
2124
Wellington Shields & Co
New York
$9.74K – – –
SHIM
2125
Stone House Investment Management
Pennsylvania
$8.99K +$8.8K +36 New
83 84
85
86 87