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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2101
GW&K Investment Management
Massachusetts
$51K +$7.11K +31 +14%
VWA
2102
VSM Wealth Advisory
Maryland
$49.1K +$229 +1 +0.4%
TAR
2103
Trask Adam Roland
$48.8K +$55K +240 New
WA
2104
WPG Advisers
Maryland
$48.4K -$2.29K -10 -4%
CMP
2105
Coston McIsaac & Partners
Maine
$48K -$13.5K -59 -20%
ACA
2106
Atlas Capital Advisors
Wyoming
$48K +$54.1K +236 New
HIMS
2107
Hager Investment Management Services
New Hampshire
$47.7K – – –
RTL
2108
Red Tortoise LLC
Georgia
$47.5K -$1.83K -8 -3%
VERPA
2109
Virginia Estate & Retirement Planning Advisors
Virginia
$47.3K +$53.4K +233 New
YAL
2110
Your Advocates Ltd
Texas
$46.1K – – –
OW
2111
Olistico Wealth
Oklahoma
$45K -$11.5K -50 -18%
GA
2112
GoalVest Advisory
New York
$44.1K -$13.8K -60 -22%
AWA
2113
Acumen Wealth Advisors
Tennessee
$44K -$2.52K -11 -5%
WAG
2114
Wilkerson Advisory Group
Missouri
$43.7K +$17K +74 +52%
FCT
2115
First Community Trust
Iowa
$42.9K – – –
AWM
2116
Abound Wealth Management
Tennessee
$42.5K +$19K +83 +66%
MSFP
2117
Mark Sheptoff Financial Planning
Connecticut
$42.1K – – –
AG
2118
AmeriFlex Group
Nevada
$41.9K +$229 +1 +0.5%
CFFP
2119
Center for Financial Planning
Michigan
$41.7K – – –
CW
2120
Curio Wealth
Maryland
$41K +$459 +2 +1%
BIA
2121
Bell Investment Advisors
California
$40.8K -$22.2K -97 -33%
OCM
2122
Osbon Capital Management
Massachusetts
$40.8K – – –
RWM
2123
Rialto Wealth Management
New York
$39.2K +$4.82K +21 +12%
TFGT
2124
TS Financial Group (TSFG)
Illinois
$39K +$229 +1 +0.5%
WA
2125
Walsh & Associates
Florida
$37.8K – – –
83 84
85
86 87