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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Castleview Partners
Texas
$89.5K -$1.96K -8 -2%
TFIPS
2002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.3K – – –
CPG
2003
Cornerstone Planning Group
New Jersey
$87.7K +$3.68K +15 +5%
JFA
2004
JNBA Financial Advisors
Minnesota
$87.6K – – –
RWMG
2005
Redwood Wealth Management Group
New Jersey
$84.3K +$86.7K +353 New
PWMA
2006
Pension & Wealth Management Advisors
Massachusetts
$83.5K – – –
OA
2007
Operose Advisors
Wisconsin
$81.4K – – –
SCM
2008
Silvant Capital Management
Georgia
$81.2K – – –
CAL
2009
Capital Analysts LLC
Pennsylvania
$81K -$8.84K -36 -10%
WWP
2010
WR Wealth Planners
Missouri
$80.9K -$2.46K -10 -3%
PPC
2011
Park Place Capital
Alabama
$80.7K -$246 -1 -0.3%
OW
2012
Olistico Wealth
Oklahoma
$80.3K +$82.5K +336 New
TCG
2013
Transcendent Capital Group
Oklahoma
$79.5K – – –
BGAI
2014
Bruce G. Allen Investments
Colorado
$79.2K +$21.4K +87 +36%
VWA
2015
Valued Wealth Advisors
Utah
$79.2K +$5.4K +22 +7%
IWP
2016
IAG Wealth Partners
Wisconsin
$78.6K – – –
FFO
2017
Fortitude Family Office
Arizona
$78.5K – – –
YAL
2018
Your Advocates Ltd
Texas
$77.6K – – –
GJWM
2019
Gilliland Jeter Wealth Management
Arkansas
$77.2K – – –
GJIA
2020
Glass Jacobson Investment Advisors
Maryland
$75.8K +$246 +1 +0.3%
SGC
2021
Slocum, Gordon & Co
Rhode Island
$75.4K -$3.19K -13 -4%
TCM
2022
Tradewinds Capital Management
Washington
$75.1K +$491 +2 +0.6%
AF
2023
Advisornet Financial
Minnesota
$74.7K -$3.19K -13 -4%
CFS
2024
CGC Financial Services
Oregon
$74.7K – – –
RL
2025
Rogco LP
Oklahoma
$73K -$25.3K -103 -25%
79 80
81
82 83