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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
2001
Retirement Solution
Washington
– -$220K -967 Closed
TWP
2002
Tower Wealth Partners
Pennsylvania
– -$216K -950 Closed
RA
2003
Riversedge Advisors
Delaware
– -$215K -944 Closed
B
2004
Bridgeworth
Alabama
– -$214K -939 Closed
GF
2005
Gries Financial
Ohio
– -$212K -932 Closed
FBFS
2006
First Business Financial Services
Wisconsin
– -$212K -931 Closed
IWN
2007
Independent Wealth Network
Iowa
– -$212K -930 Closed
CCMD
2008
Cypress Capital Management (Delaware)
Delaware
– -$211K -928 Closed
CA
2009
Carson Advisory
Georgia
– -$210K -924 Closed
FFG
2010
Ford Financial Group
California
– -$210K -923 Closed
HC
2011
Hamilton Capital
Ohio
– -$208K -914 Closed
MSA
2012
McAlister Sweet & Associates
Texas
– -$207K -910 Closed
TIAM2
2013
Tru Independence Asset Management 2
Oregon
– -$206K -907 Closed
SIM
2014
SSI Investment Management
California
– -$204K -899 Closed
CWA
2015
Clarus Wealth Advisors
Arizona
– -$207K -897 Closed
RWM
2016
Reston Wealth Management
Virginia
– -$204K -897 Closed
AWM
2017
Angeles Wealth Management
California
– -$204K -895 Closed
CIP
2018
Convergence Investment Partners
Florida
– -$203K -893 Closed
ACS
2019
Archford Capital Strategies
Illinois
– -$212K -891 Closed
CWP
2020
Curated Wealth Partners
California
– -$220K -887 Closed
BMC
2021
Beaton Management Company
Massachusetts
– -$201K -885 Closed
HFA
2022
High Falls Advisors
New York
– -$201K -885 Closed
WCA
2023
Westover Capital Advisors
Delaware
– -$201K -884 Closed
CFA
2024
CWS Financial Advisors
Michigan
– -$201K -883 Closed
MS
2025
Madden Securities
Texas
– -$201K -882 Closed
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