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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2301
CBIZ Investment Advisory Services
Ohio
$25.1K -$33.7K -112 -57%
HAP
2302
Harbor Asset Planning
Massachusetts
$24.7K – – –
SA
2303
Scarborough Advisors
Maryland
$23.8K – – –
BT
2304
Banque Transatlantique
France
$23.5K – – –
BG
2305
Bollard Group
Massachusetts
$23K – – –
AP
2306
Aspect Partners
Virginia
$22.9K +$1.5K +5 +7%
LI
2307
Louisbourg Investments
New Brunswick, Canada
$22.3K +$22.9K +76 New
1NWS
2308
1 North Wealth Services
Maryland
$22K – – –
KFP
2309
Keener Financial Planning
Texas
$21K – – –
WWM
2310
Wolff Wiese Magana
California
$20.8K – – –
KG
2311
Kilter Group
New York
$20.3K +$1.2K +4 +6%
SNB
2312
Security National Bank
Nebraska
$20K – – –
TWD
2313
True Wealth Design
Ohio
$18.8K +$9.03K +30 +88%
WCM
2314
Westend Capital Management
California
$18.8K – – –
PWA
2315
Physician Wealth Advisors
Utah
$18.5K -$1.81K -6 -9%
RWA
2316
Redmont Wealth Advisors
Illinois
$17.9K +$11.1K +37 +154%
TCM
2317
TD Capital Management
Tennessee
$17.7K – – –
BL
2318
BFSG LLC
California
$17.6K – – –
SC
2319
Solstein Capital
California
$17.3K -$9.33K -31 -34%
PP
2320
PFS Partners
New Jersey
$17.3K – – –
ECM
2321
Eisler Capital Management
United Kingdom
$16.7K +$16.6K +55 +5,500%
MAM
2322
Meeder Asset Management
Ohio
$16.1K +$1.2K +4 +8%
HHGA
2323
Halbert Hargrove Global Advisors
California
$16.1K +$16.6K +55 New
VWA
2324
VSM Wealth Advisory
Maryland
$16K -$42.4K -141 -59%
EP
2325
Essential Partners
California
$15.8K +$15K +50 +1,250%
91 92
93
94 95