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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
2001
Smith Anglin Financial
Texas
$287K +$3.62K +12 +1%
HFS
2002
Heritage Financial Services
Massachusetts
$286K +$26.8K +89 +11%
PF
2003
Phoenix Financial
Israel
$284K -$33.8K -112 -11%
PWP
2004
Parkwoods Wealth Partners
New York
$284K – – –
STFP
2005
Signal Tree Financial Partners
Ohio
$283K – – –
SCP
2006
Sivia Capital Partners
California
$283K +$9.95K +33 +4%
SPL
2007
Smart Portfolios LLC
Washington
$281K -$4.53K -15 -2%
SWM
2008
Stockman Wealth Management
Montana
$281K – – –
ACS
2009
Archford Capital Strategies
Illinois
$280K +$7.24K +24 +3%
TVAMP
2010
Tennessee Valley Asset Management Partners
Tennessee
$279K +$1.51K +5 +0.6%
BHPW
2011
Beverly Hills Private Wealth
California
$279K -$16.9K -56 -6%
CWS
2012
Cypress Wealth Services
California
$278K +$9.05K +30 +3%
VNA
2013
Valley National Advisers
Pennsylvania
$278K -$48.3K -160 -15%
LC
2014
Landaas & Company
Wisconsin
$278K – – –
TWM
2015
Tradition Wealth Management
Minnesota
$278K +$274K +910 New
MWP
2016
Meridian Wealth Partners
Pennsylvania
$277K -$20.8K -69 -7%
MCA
2017
MSH Capital Advisors
Arizona
$277K -$8.45K -28 -3%
MWA
2018
Midland Wealth Advisors
Illinois
$277K -$87.8K -291 -24%
WAG
2019
Windsor Advisory Group
Ohio
$276K – – –
EI
2020
eCIO Inc
Wisconsin
$276K +$273K +904 New
CPBTD
2021
Central Pacific Bank - Trust Division
Hawaii
$276K -$19.6K -65 -7%
RWM
2022
Reston Wealth Management
Virginia
$276K +$14.8K +49 +6%
JA
2023
JVL Associates
Michigan
$276K – – –
CWC
2024
Carolinas Wealth Consulting
North Carolina
$275K -$157K -520 -37%
GIM
2025
Guardian Investment Management
California
$275K -$392K -1,300 -59%
79 80
81
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