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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
1976
Transcendent Capital Group
Oklahoma
$77.6K +$77.6K +333 New
SGC
1977
Slocum, Gordon & Co
Rhode Island
$76.6K – – –
IWP
1978
IAG Wealth Partners
Wisconsin
$76.5K – – –
YAL
1979
Your Advocates Ltd
Texas
$75.7K – – –
OSNBOA
1980
Old Second National Bank of Aurora
Illinois
$75.3K – – –
CPG
1981
Cornerstone Planning Group
New Jersey
$74.5K -$932 -4 -1%
GJIA
1982
Glass Jacobson Investment Advisors
Maryland
$73.8K +$233 +1 +0.3%
FG
1983
Fairman Group
Pennsylvania
$72.7K +$72.7K +312 New
TCM
1984
Tradewinds Capital Management
Washington
$72.5K +$233 +1 +0.3%
FMTCOCP
1985
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K – – –
PCMC
1986
Planning Capital Management Corporation
Pennsylvania
$69.9K +$69.9K +300 New
TFIPS
1987
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.6K +$67.6K +290 New
TCWA
1988
Turtle Creek Wealth Advisors
Texas
$67.1K +$67.1K +288 New
AWM
1989
Atticus Wealth Management
Florida
$66.4K – – –
WPWM
1990
Western Pacific Wealth Management
Illinois
$66.4K -$4.89K -21 -7%
CFS
1991
CGC Financial Services
Oregon
$65K – – –
VWA
1992
Valued Wealth Advisors
Utah
$64.9K +$62.4K +268 New
FPF
1993
First Pacific Financial
Washington
$63.6K +$6.06K +26 +11%
MAM
1994
Magellan Asset Management
Australia
$63.1K – – –
MTIC
1995
Missouri Trust & Investment Company
Missouri
$62.9K – – –
CWM
1996
Compass Wealth Management
Connecticut
$62.2K – – –
PK
1997
Pflug Koory
Nebraska
$62.2K – – –
MSWM
1998
McGlone Suttner Wealth Management
Wisconsin
$62.1K +$62K +266 New
PGAM
1999
Princeton Global Asset Management
New Jersey
$61.3K – – –
W
2000
WealthCollab
Washington
$61K +$61K +262 New
78 79
80
81 82