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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
2376
Bollard Group
Massachusetts
$24K – – –
1NWS
2377
1 North Wealth Services
Maryland
$23.1K – – –
AP
2378
Aspect Partners
Virginia
$22.5K -$14.1K -46 -39%
KFP
2379
Keener Financial Planning
Texas
$22K – – –
WWM
2380
Wolff Wiese Magana
California
$21.9K – – –
PWA
2381
Physician Wealth Advisors
Utah
$21.3K +$5.84K +19 +38%
SNB
2382
Security National Bank
Nebraska
$21K – – –
KG
2383
Kilter Group
New York
$20K +$20K +65 New
WCM
2384
Westend Capital Management
California
$19.7K – – –
BL
2385
BFSG LLC
California
$18.5K -$4.61K -15 -20%
TCM
2386
TD Capital Management
Tennessee
$18.5K +$18.4K +60 New
PP
2387
PFS Partners
New Jersey
$18.2K – – –
TIM
2388
Total Investment Management
Arizona
$17K +$16.9K +55 New
HFS
2389
Hughes Financial Services
Virginia
$16.3K +$614 +2 +4%
MAM
2390
Meeder Asset Management
Ohio
$15.7K -$25.8K -84 -62%
CAIM
2391
Catherine Avery Investment Management
Florida
$15.4K -$8.6K -28 -36%
BI
2392
Binnacle Investments
Iowa
$15.4K – – –
TCM
2393
Traub Capital Management
Massachusetts
$15.4K +$15.4K +50 New
YP
2394
YANKCOM Partnership
South Dakota
$15.1K +$4.3K +14 +40%
BBPWM
2395
Blue Bell Private Wealth Management
Pennsylvania
$14.2K – – –
AIM
2396
Access Investment Management
Georgia
$13.6K +$13.5K +44 New
RWS
2397
Retirement Wealth Solutions
Wisconsin
$13.3K – – –
HWP
2398
Highline Wealth Partners
California
$13K +$3.07K +10 +31%
BDPWM
2399
Barnes Dennig Private Wealth Management
Ohio
$12.3K +$12.3K +40 New
SR
2400
Syntax Research
Florida
$12K – – –
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