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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2001
Old Point Trust & Financial Services N A
Virginia
$61K +$61K +262 New
CIA
2002
Cape Investment Advisory
Georgia
$58.6K -$699 -3 -1%
OIA
2003
Optimum Investment Advisors
Illinois
$58.2K -$233 -1 -0.4%
OCM
2004
Orion Capital Management
California
$58.2K – – –
BGAI
2005
Bruce G. Allen Investments
Colorado
$57.1K +$57.1K +245 New
FCT
2006
First Community Trust
Iowa
$55.4K – – –
RTL
2007
Red Tortoise LLC
Georgia
$55.4K +$233 +1 +0.4%
CMP
2008
Coston McIsaac & Partners
Maine
$54K +$233 +1 +0.4%
CAC
2009
Core Alternative Capital
Georgia
$53.5K -$10.7K -46 -17%
PP
2010
PrairieView Partners
Minnesota
$53K – – –
IPW
2011
Impact Partnership Wealth
Georgia
$52.4K +$29.1K +125 +125%
RDFA
2012
Ritter Daniher Financial Advisory
Ohio
$51.5K – – –
RFA
2013
Resurgent Financial Advisors
Georgia
$51.3K +$4.66K +20 +10%
FCG
2014
Financial Connections Group
California
$51K – – –
DSC
2015
Duncker Streett & Co
Missouri
$49.6K +$233 +1 +0.5%
CFFP
2016
Center for Financial Planning
Michigan
$47.8K – – –
NMG
2017
New Millennium Group
Utah
$47.3K -$14.2K -61 -23%
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$46.6K – – –
RAM
2019
Riggs Asset Management
Pennsylvania
$46.6K – – –
RG
2020
Retirement Group
California
$45.9K – – –
VC
2021
Vestor Capital
Illinois
$44K +$44.3K +190 New
FPFS
2022
First Personal Financial Services
North Carolina
$42.9K – – –
BSWA
2023
Bromfield Sneider Wealth Advisors
Massachusetts
$42.2K – – –
BL
2024
BFSG LLC
California
$41.9K +$41.9K +180 New
BIA
2025
Bell Investment Advisors
California
$41K -$6.52K -28 -14%
79 80
81
82 83