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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1976
Whitener Capital Management
North Carolina
$285K +$37.8K +123 +15%
SPL
1977
Smart Portfolios LLC
Washington
$284K – – –
FFS
1978
Founders Financial Securities
Maryland
$283K +$2.76K +9 +1%
TVAMP
1979
Tennessee Valley Asset Management Partners
Tennessee
$283K +$1.23K +4 +0.4%
RA
1980
Rodgers & Associates
Pennsylvania
$283K +$50.4K +164 +22%
BHPW
1981
Beverly Hills Private Wealth
California
$282K +$307 +1 +0.1%
AWAG
1982
ARS Wealth Advisors Group
Florida
$282K +$280K +913 New
MC
1983
Machina Capital
France
$281K -$2.58M -8,387 -90%
LC
1984
Landaas & Company
Wisconsin
$281K – – –
JCM
1985
Jacobsen Capital Management
Utah
$280K +$10.1K +33 +4%
JA
1986
JVL Associates
Michigan
$279K +$1.23K +4 +0.4%
VNA
1987
Valley National Advisers
Pennsylvania
$279K -$1.23K -4 -0.4%
UBV
1988
United Bank (Virginia)
Virginia
$278K -$307K -1,000 -53%
LRWA
1989
Long Run Wealth Advisors
New York
$278K -$31.6K -103 -10%
FW
1990
FullCircle Wealth
Texas
$278K +$17.5K +57 +7%
TF
1991
Talbot Financial
Washington
$278K – – –
AIS
1992
American Investment Services
Massachusetts
$276K – – –
TWP
1993
Tower Wealth Partners
Pennsylvania
$276K +$12.6K +41 +5%
BMC
1994
Beaton Management Company
Massachusetts
$276K – – –
SFC
1995
Strategic Financial Concepts
Texas
$276K +$275K +895 New
EWM
1996
Elevatus Welath Management
New York
$276K – – –
PGAM
1997
Princeton Global Asset Management
New Jersey
$275K +$56.5K +184 +26%
IA
1998
IFS Advisors
Kansas
$275K – – –
KCM
1999
Kornitzer Capital Management
Kansas
$274K – – –
LA
2000
Latitude Advisors
Florida
$273K -$2.46K -8 -0.9%