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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2351
Wolff Wiese Magana
California
$20.8K – – –
AS
2352
Altshuler Shaham
Israel
$20.8K +$21K +71 New
NCM
2353
Northwest Capital Management
Oregon
$20.2K – – –
SNB
2354
Security National Bank
Nebraska
$19.9K – – –
RFG
2355
REAP Financial Group
Texas
$19.8K +$9.16K +31 +84%
LFASL
2356
Lugano Financial Advisors SA (LFA)
Switzerland
$19.6K – – –
WCM
2357
Westend Capital Management
California
$18.7K – – –
FW
2358
Fairway Wealth
Ohio
$17.6K +$17.7K +60 New
PP
2359
PFS Partners
New Jersey
$17.3K – – –
MFS
2360
Mattson Financial Services
Michigan
$16.1K -$3.44M -11,653 -100%
GWMI
2361
Guardian Wealth Management (Illinois)
Illinois
$15.8K – – –
PWA
2362
Physician Wealth Advisors
Utah
$14.7K +$14.8K +50 New
TAM
2363
Tucker Asset Management
Colorado
$13.8K +$1.77K +6 +15%
T
2364
Transce3nd
Texas
$13.2K +$13.3K +45 New
BA
2365
Bellwether Advisors
Nebraska
$12.6K +$12.7K +43 New
RWS
2366
Retirement Wealth Solutions
Wisconsin
$12.3K +$12.7K +43 New
BBPWM
2367
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
CIM
2368
Contravisory Investment Management
Massachusetts
$12K +$12.1K +41 New
TFGT
2369
TS Financial Group (TSFG)
Illinois
$12K – – –
SR
2370
Syntax Research
Florida
$11.4K – – –
WSC
2371
Wellington Shields & Co
New York
$11.4K – – –
HWP
2372
Highline Wealth Partners
California
$11.1K +$7.39K +25 +192%
JFG
2373
JDM Financial Group
Texas
$10.8K – – –
KB
2374
Kimelman & Baird
New York
$10.5K – – –
CAC
2375
Core Alternative Capital
Georgia
$10.2K – – –
93 94
95
96 97