We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2326
High Note Wealth
Minnesota
$34.2K +$34.6K +117 New
MSG
2327
Main Street Group
Virginia
$33.1K +$11.2K +38 +51%
SC
2328
Stephens Consulting
Michigan
$32.7K +$296 +1 +0.9%
KWAG
2329
Kiely Wealth Advisory Group
North Carolina
$31.9K – – –
LI
2330
Louisbourg Investments
New Brunswick, Canada
$31K – – –
SFA
2331
Semmax Financial Advisors
North Carolina
$31K – – –
PPA
2332
Painted Porch Advisors
California
$30.7K -$17.4K -59 -36%
ACM
2333
Anfield Capital Management
California
$29.3K – – –
BC
2334
Barrett & Company
Rhode Island
$29.3K – – –
CIAS
2335
CBIZ Investment Advisory Services
Ohio
$28.5K – – –
GWSA
2336
Global Wealth Strategies & Associates
Colorado
$27.2K – – –
NAAA
2337
New Age Alpha Advisors
New York
$26.9K +$8.28K +28 +44%
NC
2338
NewSquare Capital
Pennsylvania
$26.1K +$6.8K +23 +35%
POIA
2339
Pin Oak Investment Advisors
Texas
$26K – – –
AEPWM
2340
Atlantic Edge Private Wealth Management
Florida
$25.2K – – –
CIR
2341
Clear Investment Research
Georgia
$24.1K – – –
RWM
2342
Raffa Wealth Management
District of Columbia
$23.4K – – –
BG
2343
Bollard Group
Massachusetts
$23K – – –
CAIM
2344
Catherine Avery Investment Management
Florida
$22.8K +$23.1K +78 New
WIM
2345
Westside Investment Management
California
$22.5K – – –
BL
2346
BFSG LLC
California
$22K -$2.96K -10 -12%
IHWM
2347
Iron Horse Wealth Management
Iowa
$22K +$5.02K +17 +29%
AWM
2348
Abound Wealth Management
Tennessee
$21.6K +$1.48K +5 +7%
PSFG
2349
Park Square Financial Group
Georgia
$21.4K +$21.6K +73 New
KFP
2350
Keener Financial Planning
Texas
$21K – – –
92 93
94
95 96