We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1976
Semmax Financial Advisors
North Carolina
$22.6K +$24.4K +100 New
GWSA
1977
Global Wealth Strategies & Associates
Colorado
$22.4K – – –
FSWA
1978
Financial Synergies Wealth Advisors
Texas
$20.7K – – –
PP
1979
PFS Partners
New Jersey
$20.7K – – –
RWM
1980
Raffa Wealth Management
District of Columbia
$19.2K – – –
SC
1981
Steph & Co
Wisconsin
$19.2K +$19.5K +80 New
BCMLT
1982
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K – – –
BG
1983
Bollard Group
Massachusetts
$18K – – –
LFA
1984
Legend Financial Advisors
Pennsylvania
$17.8K – – –
LFASL
1985
Lugano Financial Advisors SA (LFA)
Switzerland
$16.1K – – –
AWM
1986
Abound Wealth Management
Tennessee
$15.9K +$244 +1 +2%
HF
1987
Halpern Financial
Virginia
$14.7K +$11.5K +47 +336%
PAG
1988
Paladin Advisory Group
Iowa
$13.5K – – –
TFGT
1989
TS Financial Group (TSFG)
Illinois
$13K – – –
VF
1990
VitalStone Financial
Texas
$13K – – –
OLVIG
1991
Oliver Lagore Vanvalin Investment Group
Michigan
$11.8K – – –
DCP
1992
Distillate Capital Partners
Illinois
$11.8K +$11.9K +49 New
TAM
1993
Tucker Asset Management
Colorado
$11.3K – – –
SSG
1994
Summit Securities Group
New York
$11K -$22.7K -93 -67%
LFA
1995
Level Financial Advisors
New York
$10.2K – – –
TJHA
1996
Thomas J. Herzfeld Advisors
Florida
$10.1K – – –
SR
1997
Syntax Research
Florida
$9.38K +$9.51K +39 New
CAM
1998
ClariVest Asset Management
California
$9K +$975 +4 +12%
HWP
1999
Highline Wealth Partners
California
$8.9K – – –
JFG
2000
JDM Financial Group
Texas
$7.22K – – –
78 79
80
81 82