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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
Balboa Wealth Partners
Arizona
$258K +$12.1K +41 +5%
CWS
2002
Cypress Wealth Services
California
$258K -$4.43K -15 -2%
VC
2003
Veracity Capital
Georgia
$258K +$42.6K +144 +20%
SFP
2004
Shepherd Financial Partners
Massachusetts
$257K +$8.28K +28 +3%
MAWA
2005
Moss Adams Wealth Advisors
Washington
$255K +$25.7K +87 +11%
SWM
2006
Sterling Wealth Management
Illinois
$255K – – –
VPP
2007
Vertex Planning Partners
Illinois
$255K +$30.1K +102 +13%
MSA
2008
Marino Stram & Associates
Massachusetts
$255K +$1.18K +4 +0.5%
FFC
2009
First Financial Corp
Indiana
$254K +$98.7K +334 +63%
BSI
2010
Bennett Selby Investments
Maine
$254K +$5.91K +20 +2%
JCM
2011
Jacobsen Capital Management
Utah
$254K – – –
B
2012
Birchbrook
Maine
$253K – – –
LFA
2013
Longview Financial Advisors
Alabama
$253K +$1.18K +4 +0.5%
WP
2014
WealthShield Partners
North Carolina
$252K -$34.9K -118 -12%
PAMG
2015
Patton Albertson Miller Group
Tennessee
$252K – – –
GPI
2016
General Partner Inc
Pennsylvania
$251K – – –
FA
2017
Financial Avengers
California
$251K -$16K -54 -6%
CC
2018
Corton Capital
Ontario, Canada
$251K -$257K -871 -50%
RWM
2019
Reston Wealth Management
Virginia
$250K -$8.87K -30 -3%
MPW
2020
Monterey Private Wealth
California
$250K +$6.5K +22 +3%
BFG
2021
Baron Financial Group
New Jersey
$249K – – –
EAM
2022
Evanson Asset Management
California
$249K -$70.3K -238 -22%
ATS
2023
Ashton Thomas Securities
New York
$249K +$14.5K +49 +6%
SIAP
2024
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$249K -$24.5K -83 -9%
PCFFS
2025
Pacific Center for Financial Services
California
$249K – – –
79 80
81
82 83