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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2301
Imprint Wealth
South Carolina
$25.2K +$25.9K +86 New
CIAS
2302
CBIZ Investment Advisory Services
Ohio
$25.1K -$33.7K -112 -57%
HAP
2303
Harbor Asset Planning
Massachusetts
$24.7K – – –
SA
2304
Scarborough Advisors
Maryland
$23.8K – – –
BT
2305
Banque Transatlantique
France
$23.5K – – –
BG
2306
Bollard Group
Massachusetts
$23K – – –
AP
2307
Aspect Partners
Virginia
$22.9K +$1.5K +5 +7%
LI
2308
Louisbourg Investments
New Brunswick, Canada
$22.3K +$22.9K +76 New
1NWS
2309
1 North Wealth Services
Maryland
$22K – – –
KFP
2310
Keener Financial Planning
Texas
$21K – – –
WWM
2311
Wolff Wiese Magana
California
$20.8K – – –
KG
2312
Kilter Group
New York
$20.3K +$1.2K +4 +6%
SNB
2313
Security National Bank
Nebraska
$20K – – –
TWD
2314
True Wealth Design
Ohio
$18.8K +$9.03K +30 +88%
WCM
2315
Westend Capital Management
California
$18.8K – – –
PWA
2316
Physician Wealth Advisors
Utah
$18.5K -$1.81K -6 -9%
RWA
2317
Redmont Wealth Advisors
Illinois
$17.9K +$11.1K +37 +154%
TCM
2318
TD Capital Management
Tennessee
$17.7K – – –
BL
2319
BFSG LLC
California
$17.6K – – –
SC
2320
Solstein Capital
California
$17.3K -$9.33K -31 -34%
PP
2321
PFS Partners
New Jersey
$17.3K – – –
ECM
2322
Eisler Capital Management
United Kingdom
$16.7K +$16.6K +55 +5,500%
MAM
2323
Meeder Asset Management
Ohio
$16.1K +$1.2K +4 +8%
HHGA
2324
Halbert Hargrove Global Advisors
California
$16.1K +$16.6K +55 New
VWA
2325
VSM Wealth Advisory
Maryland
$16K -$42.4K -141 -59%
91 92
93
94 95