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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2326
Hoese & Co
Minnesota
$54K +$53.8K +175 New
CWM
2327
Cedar Wealth Management
California
$51.5K – – –
TCA
2328
Trifecta Capital Advisors
Illinois
$51.2K +$1.54K +5 +3%
NMG
2329
New Millennium Group
Utah
$51.2K – – –
CM
2330
Capula Management
Cayman Islands
$49.7K -$51.3K -167 -51%
CWM
2331
Copia Wealth Management
Oregon
$49.3K – – –
RFG
2332
REAP Financial Group
Texas
$49.2K +$17.8K +58 +57%
GA
2333
GoalVest Advisory
New York
$48.1K -$307 -1 -0.6%
CWM
2334
CarsonAllaria Wealth Management
Illinois
$47.3K – – –
KLWA
2335
Kelly Lawrence W & Associates
California
$47.2K – – –
OIA
2336
Optimum Investment Advisors
Illinois
$46.3K -$30.7K -100 -40%
HIW
2337
Holos Integrated Wealth
Pennsylvania
$45.9K – – –
NOI
2338
Newton One Investments
Delaware
$45.4K – – –
NWM
2339
Nova Wealth Management
Florida
$44.6K -$921 -3 -2%
CA
2340
Centerpoint Advisors
Massachusetts
$43K +$4.3K +14 +11%
HWA
2341
HHM Wealth Advisors
Tennessee
$42.9K – – –
FMP
2342
Financial Management Professionals
Texas
$42.1K -$9.21K -30 -18%
SC
2343
Stephens Consulting
Michigan
$41.5K +$3.99K +13 +11%
RF
2344
Robinswood Financial
Washington
$40.4K – – –
FDW
2345
Fourth Dimension Wealth
Ohio
$39.8K – – –
IHWM
2346
Iron Horse Wealth Management
Iowa
$39.8K – – –
MSWM
2347
Mowery & Schoenfeld Wealth Management
Illinois
$39.5K – – –
MS
2348
Marshall & Sullivan
Washington
$38.9K +$38.7K +126 New
ECM
2349
Estabrook Capital Management
New York
$38.5K – – –
IRAG
2350
Investment Research & Advisory Group
Georgia
$38.5K +$38.4K +125 New
92 93
94
95 96