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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2001
Rexford Capital
Texas
$196K +$4.7K +22 +3%
AF
2002
Advisornet Financial
Minnesota
$195K -$2.78K -13 -1%
OP
2003
Oslo Pensjonsforsikring
$194K -$378K -1,768 -67%
GPI
2004
General Partner Inc
Pennsylvania
$192K – – –
MCM
2005
MV Capital Management
Maryland
$192K -$39.3K -184 -18%
APFP
2006
Action Point Financial Planning
Michigan
$185K +$177K +829 New
AF
2007
Alerus Financial
North Dakota
$183K +$26.3K +123 +18%
FDP
2008
Financiere des Professionnels
Quebec, Canada
$179K – – –
HWM
2009
HighMark Wealth Management
Minnesota
$177K – – –
PWS
2010
Peterson Wealth Services
Utah
$177K – – –
MFP
2011
Meramec Financial Planners
Missouri
$176K – – –
NAMP
2012
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$175K +$150K +700 New
FA
2013
Fountainhead AM
New Jersey
$175K -$855 -4 -0.5%
B
2014
Birchbrook
Maine
$174K -$18.8K -88 -10%
ADL
2015
Asset Dedication LLC
California
$169K -$12.8K -60 -7%
MP
2016
McDonald Partners
Ohio
$168K +$161K +752 New
AW
2017
Avion Wealth
Texas
$166K +$9.83K +46 +7%
FMB
2018
Field & Main Bank
Kentucky
$165K -$3.21K -15 -2%
PGAM
2019
Princeton Global Asset Management
New Jersey
$161K -$26.7K -125 -15%
RBC
2020
Roble Belko & Company
Pennsylvania
$160K – – –
CBT
2021
Crews Bank & Trust
Florida
$160K – – –
IA
2022
IFS Advisors
Kansas
$155K – – –
1IA
2023
1620 Investment Advisors
Massachusetts
$153K – – –
KFAS
2024
Keating Financial Advisory Services
Kansas
$152K -$7.05K -33 -5%
EIM
2025
Essex Investment Management
Massachusetts
$152K -$855 -4 -0.6%
79 80
81
82 83