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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2001
Institutional & Family Asset Management
Colorado
$18.4K -$246 -1 -1%
LFA
2002
Legend Financial Advisors
Pennsylvania
$17.7K – – –
TC
2003
Truvestments Capital
Florida
$17.7K +$3.68K +15 +25%
NC
2004
NewSquare Capital
Pennsylvania
$17.2K +$1.47K +6 +9%
MTIC
2005
Missouri Trust & Investment Company
Missouri
$17K – – –
CM
2006
Cornerstone Management
Georgia
$16.2K – – –
PO
2007
Private Ocean
California
$16.2K – – –
HWM
2008
Horizons Wealth Management
North Carolina
$16K – – –
BCMLT
2009
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K +$4.42K +18 +39%
PGAM
2010
Princeton Global Asset Management
New Jersey
$15K – – –
PP
2011
PFS Partners
New Jersey
$14.1K – – –
VF
2012
VitalStone Financial
Texas
$14K +$14.2K +58 New
TCWA
2013
Ten Capital Wealth Advisors
Washington
$13.4K – – –
CJL
2014
Cyrus J. Lawrence
New York
$13K +$13.5K +55 New
BC
2015
Burleson & Co
California
$12.2K -$50.8K -207 -80%
TFGT
2016
TS Financial Group (TSFG)
Illinois
$12K – – –
RCM
2017
Raleigh Capital Management
North Carolina
$12K +$7.86K +32 +178%
TF
2018
TimeScale Financial
Massachusetts
$11.1K – – –
AWM
2019
Abound Wealth Management
Tennessee
$10.7K +$1.96K +8 +22%
FA
2020
Fiduciary Alliance
South Carolina
$10.3K +$10.6K +43 New
MPCL
2021
My Personal CFO LLC
Washington
$10.3K +$10.6K +43 New
HWP
2022
Highline Wealth Partners
California
$10K -$12.3K -50 -54%
TJHA
2023
Thomas J. Herzfeld Advisors
Florida
$10K – – –
MSCM
2024
McElhenny Sheffield Capital Management
Texas
$9.55K +$9.82K +40 New
HWMA
2025
Heritage Wealth Management (Arizona)
Arizona
$8.6K +$4.42K +18 +100%
79 80
81
82 83