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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
2101
Clear Investment Research
Georgia
$19.7K – – –
BG
2102
Bollard Group
Massachusetts
$18K – – –
LFA
2103
Legend Financial Advisors
Pennsylvania
$17.7K – – –
KFP
2104
Keener Financial Planning
Texas
$17K -$8.59K -35 -32%
WWM
2105
Wolff Wiese Magana
California
$16.9K +$13K +53 +294%
VF
2106
VitalStone Financial
Texas
$16.7K +$2.95K +12 +21%
NCM
2107
Northwest Capital Management
Oregon
$16.5K -$78.6K -320 -82%
AWM
2108
Abound Wealth Management
Tennessee
$16.4K -$982 -4 -5%
SNB
2109
Security National Bank
Nebraska
$16.2K – – –
LFASL
2110
Lugano Financial Advisors SA (LFA)
Switzerland
$16K – – –
HCP
2111
Hexagon Capital Partners
Arkansas
$15.5K +$8.35K +34 +110%
SA
2112
Scarborough Advisors
Maryland
$15.3K +$246 +1 +2%
CP
2113
Camelot Portfolios
Ohio
$15.3K +$15.7K +64 New
HF
2114
Halpern Financial
Virginia
$14.6K – – –
PP
2115
PFS Partners
New Jersey
$14.1K -$6.63K -27 -31%
CJL
2116
Cyrus J. Lawrence
New York
$13K – – –
SSG
2117
Summit Securities Group
New York
$13K +$13.3K +54 New
GWMI
2118
Guardian Wealth Management (Illinois)
Illinois
$12.8K – – –
RS
2119
Rakuten Securities
Japan
$12.7K +$11.5K +47 +783%
PPA
2120
Painted Porch Advisors
California
$10.5K +$10.8K +44 New
SIM
2121
Studio Investment Management
Illinois
$10.1K +$10.3K +42 New
FG
2122
Fairman Group
Pennsylvania
$10.1K – – –
TFGT
2123
TS Financial Group (TSFG)
Illinois
$10K +$9.82K +40 New
VAG
2124
VisionPoint Advisory Group
Texas
$9.79K – – –
TAM
2125
Tucker Asset Management
Colorado
$9.79K +$2.95K +12 +41%
83 84
85
86 87