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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1976
Coppell Advisory Solutions
Texas
$33K +$33.9K +138 New
CASC
1977
Coppell Advisory Solutions Corp
Texas
$33K +$33.9K +138 New
CB
1978
CNB Bank
Pennsylvania
$32.5K – – –
QL
1979
Quarry LP
New York
$31.8K +$32.7K +133 New
CA
1980
Crewe Advisors
Utah
$31.1K -$44.2K -180 -58%
CA
1981
Centerpoint Advisors
Massachusetts
$30K +$30.7K +125 New
DWA
1982
Delos Wealth Advisors
Texas
$29.6K – – –
ST
1983
Sageworth Trust
Pennsylvania
$29K +$2.7K +11 +10%
CFD
1984
Creative Financial Designs
Indiana
$28.1K +$3.68K +15 +15%
FMP
1985
Financial Management Professionals
Texas
$26K – – –
LFG
1986
Larson Financial Group
Missouri
$25.4K – – –
NOI
1987
Newton One Investments
Delaware
$25.3K – – –
LF
1988
Lee Financial
Texas
$25.1K – – –
RA
1989
Rise Advisors
New York
$24.9K – – –
LWP
1990
Laurel Wealth Planning
Minnesota
$24.1K – – –
JMF
1991
Johnson Midwest Financial
Iowa
$24K – – –
AF
1992
Affiance Financial
Minnesota
$23.9K +$24.6K +100 New
OLVIG
1993
Oliver Lagore Vanvalin Investment Group
Michigan
$23.6K – – –
FIA
1994
FNY Investment Advisers
New York
$23K – – –
GWSA
1995
Global Wealth Strategies & Associates
Colorado
$22.2K +$22.8K +93 New
POIA
1996
Pin Oak Investment Advisors
Texas
$22K – – –
SC
1997
Sierra Capital
Florida
$22K – – –
FSWA
1998
Financial Synergies Wealth Advisors
Texas
$20.1K +$19.6K +80 +2,000%
RWM
1999
Raffa Wealth Management
District of Columbia
$19.1K – – –
SC
2000
Schubert & Co
Texas
$19.1K – – –
78 79
80
81 82