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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2226
Operose Advisors
Wisconsin
$54K – – –
CFFP
2227
Center for Financial Planning
Michigan
$52.7K – – –
AG
2228
AmeriFlex Group
Nevada
$52.7K +$46.6K +175 +583%
UBP
2229
Union Bancaire Privee
Switzerland
$52K -$479K -1,800 -87%
EPG
2230
Estate Planners Group
Pennsylvania
$52K +$53.8K +202 New
CW
2231
Curio Wealth
Maryland
$51.6K – – –
OCM
2232
Osbon Capital Management
Massachusetts
$51.6K +$53.5K +201 New
MSFP
2233
Mark Sheptoff Financial Planning
Connecticut
$51.4K – – –
MI
2234
Motiv8 Investments
Florida
$51K +$52.7K +198 New
TFGT
2235
TS Financial Group (TSFG)
Illinois
$49K +$266 +1 +0.5%
VC
2236
Vestor Capital
Illinois
$49K +$43.6M +163,736 +86,177%
TC
2237
Trust Company
Kansas
$48.1K – – –
WA
2238
Walsh & Associates
Florida
$47.8K +$49.5K +186 New
OCM
2239
Osterweis Capital Management
California
$47.6K -$23.7K -89 -32%
SWP
2240
Strategic Wealth Partners
Ohio
$47.2K -$16.5K -62 -25%
MAM
2241
Meeder Asset Management
Ohio
$45.8K +$32.7K +123 +224%
AW
2242
Ankerstar Wealth
Texas
$45.6K +$46.9K +176 New
HC
2243
Hoese & Co
Minnesota
$45K – – –
EA
2244
Evolution Advisers
Virginia
$45K – – –
FMTCOCP
2245
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
RWM
2246
Rialto Wealth Management
New York
$44.2K +$43.9K +165 +2,357%
AWM
2247
Activest Wealth Management
Florida
$43.5K +$33K +124 +276%
SR
2248
Swiss Re
Switzerland
$43.2K +$44.7K +168 New
CWM
2249
Cedar Wealth Management
California
$43K – – –
RF
2250
Rossby Financial
Florida
$43K +$10.1K +38 +29%
88 89
90
91 92