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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2001
Briaud Financial Planning
Texas
$100K +$97.7K +400 New
TC
2002
Trust Company
Kansas
$99.6K – – –
FPF
2003
First Pacific Financial
Washington
$98.6K +$29.8K +122 +45%
RFA
2004
Register Financial Advisors
Georgia
$98.2K +$96K +393 New
IRC
2005
Investors Research Corp
Georgia
$98.1K – – –
CCA
2006
Catalyst Capital Advisors
New York
$97.6K +$95.5K +391 New
NCM
2007
Northwest Capital Management
Oregon
$97.1K – – –
BMC
2008
Bear Mountain Capital
Washington
$97.1K – – –
CP
2009
Castleview Partners
Texas
$95.6K +$244 +1 +0.3%
BCMLT
2010
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.4K +$71.1K +291 +334%
CAL
2011
Capital Analysts LLC
Pennsylvania
$94K +$1.96K +8 +2%
TFIPS
2012
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92.4K +$19.5K +80 +28%
JFA
2013
JNBA Financial Advisors
Minnesota
$91.7K -$24.4K -100 -21%
PCMC
2014
Planning Capital Management Corporation
Pennsylvania
$87.7K +$12.5K +51 +17%
PWMA
2015
Pension & Wealth Management Advisors
Massachusetts
$87.4K – – –
WWP
2016
WR Wealth Planners
Missouri
$87.2K +$85.3K +349 New
OA
2017
Operose Advisors
Wisconsin
$85.2K – – –
SCM
2018
Silvant Capital Management
Georgia
$84.9K – – –
PPC
2019
Park Place Capital
Alabama
$84.7K -$9.53K -39 -10%
TCG
2020
Transcendent Capital Group
Oklahoma
$83.2K – – –
FFO
2021
Fortitude Family Office
Arizona
$82.2K +$43.7K +179 +119%
SGC
2022
Slocum, Gordon & Co
Rhode Island
$82.2K – – –
IWP
2023
IAG Wealth Partners
Wisconsin
$82.2K +$244 +1 +0.3%
AF
2024
Advisornet Financial
Minnesota
$81.4K -$19.3K -79 -20%
YAL
2025
Your Advocates Ltd
Texas
$81.2K – – –
79 80
81
82 83