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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2351
Peak Financial Advisors
Colorado
– -$592K -2,303 Closed
CCP
2352
Clarkston Capital Partners
Michigan
– -$581K -2,260 Closed
ACP
2353
Arcus Capital Partners
Georgia
– -$562K -2,186 Closed
TCBWMS
2354
Texas Capital Bank Wealth Management Services
Texas
– -$551K -2,142 Closed
SFSG
2355
Sound Financial Strategies Group
Mississippi
– -$538K -2,090 Closed
WBC
2356
West Branch Capital
Massachusetts
– -$529K -2,057 Closed
VAM
2357
Verity Asset Management
North Carolina
– -$526K -2,044 Closed
SF
2358
Symphony Financial
Texas
– -$531K -2,043 Closed
BMCM
2359
Burns Matteson Capital Management
New York
– -$510K -1,984 Closed
Polen Capital Management
2360
Polen Capital Management
Florida
– -$508K -1,976 Closed
FSA
2361
Franklin Street Advisors
North Carolina
– -$495K -1,923 Closed
BFS
2362
BridgePort Financial Solutions
Iowa
– -$441K -1,714 Closed
LCM
2363
Legato Capital Management
California
– -$441K -1,714 Closed
NWMG
2364
National Wealth Management Group
Ohio
– -$433K -1,685 Closed
WWMP
2365
Wagner Wealth Management (Pennsylvania)
Pennsylvania
– -$426K -1,656 Closed
HC
2366
Hamilton Capital
Ohio
– -$418K -1,626 Closed
CCT
2367
Chemung Canal Trust
New York
– -$414K -1,611 Closed
SPW
2368
Sonoma Private Wealth
California
– -$400K -1,554 Closed
EAM
2369
Evanson Asset Management
California
– -$389K -1,511 Closed
SFS
2370
Security Financial Services
Indiana
– -$385K -1,497 Closed
SP
2371
SmartHarvest Portfolios
Washington
– -$385K -1,495 Closed
SSG
2372
Summit Securities Group
New York
– -$383K -1,487 Closed
WFAG
2373
Wescott Financial Advisory Group
Pennsylvania
– -$375K -1,459 Closed
DOA
2374
D'Orazio & Associates
Virginia
– -$370K -1,439 Closed
KF
2375
Krilogy Financial
Missouri
– -$367K -1,423 Closed