We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2101
Cox Capital Management
Massachusetts
$235K -$2.97M -9,661 -93%
LSIA
2102
LaSalle St. Investment Advisors
Illinois
$235K -$506K -1,646 -68%
CCMI
2103
Creative Capital Management Investments
California
$235K +$69.7K +227 +42%
AIM
2104
Allen Investment Management
New York
$234K – – –
MSAM
2105
Moloney Securities Asset Management
Missouri
$233K – – –
RRA
2106
Round Rock Advisors
Connecticut
$233K -$9.21K -30 -4%
UF
2107
Univest Financial
Pennsylvania
$233K -$33.5K -109 -13%
AW
2108
Avion Wealth
Texas
$233K +$6.14K +20 +3%
DS
2109
DRW Securities
Illinois
$233K +$232K +755 New
AFP
2110
Ausdal Financial Partners
Iowa
$233K +$20.6K +67 +10%
PFM
2111
Patton Fund Management
Texas
$233K +$232K +754 New
PSIWM
2112
Paradigm Strategies in Wealth Management
Minnesota
$232K +$921 +3 +0.4%
JGIA
2113
Jackson Grant Investment Advisers
Connecticut
$231K +$614 +2 +0.3%
AHL
2114
Abel Hall LLC
Louisiana
$230K +$229K +746 New
TC
2115
Trilogy Capital
California
$230K +$229K +746 New
SP
2116
Stonebrook Private
Michigan
$230K +$1.54K +5 +0.7%
BI
2117
Berkeley Inc
Idaho
$230K – – –
SIAG
2118
Signet Investment Advisory Group
Rhode Island
$229K -$7.68K -25 -3%
BFG
2119
Bouchey Financial Group
New York
$229K +$21.5K +70 +10%
TWP
2120
Triad Wealth Partners
Kansas
$229K +$228K +741 New
ECM
2121
EagleClaw Capital Management
Massachusetts
$228K – – –
FPCG
2122
Forum Private Client Group
Indiana
$228K – – –
FI
2123
FWG Investments
Kentucky
$228K +$227K +739 New
TC
2124
TFR Capital
Texas
$228K +$227K +739 New
DFP
2125
Defined Financial Planning
California
$228K -$82.3K -268 -26%
83 84
85
86 87