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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
2001
Thompson Siegel & Walmsley
Virginia
$209K +$198K +757 New
ECA
2002
Elevated Capital Advisors
Utah
$208K +$196K +751 New
SWM
2003
Scissortail Wealth Management
Oklahoma
$207K +$785 +3 New
GWM
2004
Gibbs Wealth Management
Georgia
$207K +$196K +748 New
CPRC
2005
Consolidated Portfolio Review Corp
New York
$207K +$195K +747 New
HFS
2006
Heritage Financial Services
Massachusetts
$207K +$195K +747 New
BFWA
2007
Benchmark Financial Wealth Advisors
Florida
$207K +$195K +747 New
SFC
2008
SYM Financial Corp
Indiana
$206K +$195K +745 New
MFGM
2009
Marshall Financial Group (Maryland)
Maryland
$206K +$195K +744 New
SPWG
2010
Syntegra Private Wealth Group
Missouri
$206K +$195K +744 New
PSIWM
2011
Paradigm Strategies in Wealth Management
Minnesota
$206K +$195K +744 New
STB
2012
S&T Bank
Pennsylvania
$205K +$194K +743 New
ECM
2013
EagleClaw Capital Management
Massachusetts
$205K +$194K +740 New
MFGP
2014
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K +$193K +738 New
VC
2015
Veracity Capital
Georgia
$204K +$193K +737 New
SHFP
2016
Second Half Financial Partners
Florida
$204K +$192K +736 New
WGC
2017
Watts Gwilliam & Co
Arizona
$204K +$186K +713 New
AW
2018
Avion Wealth
Texas
$203K +$2.35K +9 +1%
SIAG
2019
Signet Investment Advisory Group
Rhode Island
$202K +$191K +730 New
KFA
2020
Kelleher Financial Advisors
New York
$202K +$191K +729 New
AFA
2021
American Financial Advisors
Georgia
$202K +$191K +729 New
TWA
2022
TCI Wealth Advisors
Arizona
$201K +$190K +727 New
VWM
2023
Vigilare Wealth Management
Arizona
$201K +$190K +726 New
WA
2024
WESPAC Advisors
California
$201K +$190K +726 New
GG
2025
GenWealth Group
New Jersey
$201K +$190K +725 New
79 80
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