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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
Q
1951
QVR
California
$49.4K -$595K -2,423 -92%
CFFP
1952
Center for Financial Planning
Michigan
$49K – – –
HNWAG
1953
High Net Worth Advisory Group
Florida
$48.8K -$8.84K -36 -15%
BAM
1954
Bellevue Asset Management
Washington
$48.5K – – –
PCA
1955
Providence Capital Advisors
North Carolina
$48K – – –
CTA
1956
Colonial Trust Advisors
South Carolina
$48K +$49.4K +201 New
APP
1957
Alpha Paradigm Partners
Illinois
$48K -$119K -486 -71%
MSFP
1958
Mark Sheptoff Financial Planning
Connecticut
$47.8K -$7.61K -31 -13%
TCCM
1959
Timber Creek Capital Management
Massachusetts
$47.8K – – –
BAM
1960
Byrne Asset Management
New Jersey
$46.6K – – –
DI
1961
Disciplined Investments
Oklahoma
$46.3K – – –
CCA
1962
Column Capital Advisors
Indiana
$45.4K – – –
ECM
1963
Estabrook Capital Management
New York
$44.2K – – –
MAM
1964
Magellan Asset Management
Australia
$43.7K -$44.7K -182 -50%
ACP
1965
Arcus Capital Partners
Georgia
$42.8K +$43.9K +179 New
SC
1966
Stephens Consulting
Michigan
$41.6K -$16.9K -69 -28%
SWA
1967
SOA Wealth Advisors
New York
$41.4K -$1.23K -5 -3%
CWM
1968
Cedar Wealth Management
California
$39.9K – – –
GIA
1969
Goodwin Investment Advisory
Georgia
$39.9K – – –
R
1970
Rebalance
California
$38.7K +$40K +163 New
RFA
1971
Register Financial Advisors
Georgia
$37.3K +$38.3K +156 New
3IP
1972
3Chopt Investment Partners
Virginia
$35.3K +$36.1K +147 New
CWM
1973
CarsonAllaria Wealth Management
Illinois
$35K +$36.1K +147 New
PFA
1974
Pathway Financial Advisers
Indiana
$33.9K +$34.6K +141 New
WSC
1975
Wellington Shields & Co
New York
$33.2K – – –
77 78
79
80 81