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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1976
Charter Oak Capital Management
New Hampshire
$295K +$2.41K +8 +0.8%
TFP
1977
Tilia Fiduciary Partners
North Carolina
$295K -$16.9K -56 -5%
GF
1978
Gries Financial
Ohio
$295K +$291K +964 New
JWBC
1979
John W. Bristol & Co
New York
$294K – – –
C
1980
Covestor
United Kingdom
$293K -$6.94K -23 -2%
EWS
1981
Evergreen Wealth Solutions
Pennsylvania
$292K +$4.22K +14 +1%
GCM
1982
Gables Capital Management
Florida
$292K – – –
SP
1983
Successful Portfolios
Florida
$292K – – –
PFA
1984
Pure Financial Advisors
California
$292K +$82K +272 +40%
4WM
1985
49 Wealth Management
Texas
$292K -$27.8K -92 -9%
KFP
1986
KMG Fiduciary Partners
Ohio
$290K -$2.11K -7 -0.7%
LIG
1987
Lokken Investment Group
Delaware
$290K +$6.94K +23 +2%
CB
1988
CNB Bank
Pennsylvania
$290K – – –
TAM
1989
Trillium Asset Management
Massachusetts
$289K -$32.9K -109 -10%
FFA
1990
First Foundation Advisors
California
$288K -$101K -335 -26%
QFA
1991
Quantum Financial Advisors
California
$288K -$50.1K -166 -15%
BPW
1992
Bingham Private Wealth
California
$288K -$18.1K -60 -6%
WI
1993
Wedgewood Investors
Pennsylvania
$288K – – –
WWM
1994
Wiser Wealth Management
Georgia
$288K +$1.21K +4 +0.4%
SCP
1995
Seizert Capital Partners
Michigan
$288K – – –
HC
1996
Hamilton Capital
Ohio
$287K +$67.3K +223 +31%
QWM
1997
Quadcap Wealth Management
Texas
$287K +$3.02K +10 +1%
SAF
1998
Smith Anglin Financial
Texas
$287K +$3.62K +12 +1%
HFS
1999
Heritage Financial Services
Massachusetts
$286K +$26.8K +89 +11%
PF
2000
Phoenix Financial
Israel
$284K -$33.8K -112 -11%
78 79
80
81 82