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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2001
AmeriFlex Group
Nevada
$273K -$22.7K -74 -8%
CCA
2002
Coign Capital Advisors
Utah
$273K +$614 +2 +0.2%
FHC
2003
First Heartland Consultants
Missouri
$272K – – –
BSI
2004
Bennett Selby Investments
Maine
$272K – – –
SFP
2005
Shepherd Financial Partners
Massachusetts
$272K +$921 +3 +0.3%
MPM
2006
MBB Public Markets
Illinois
$272K -$61.1K -199 -18%
MWM
2007
Momentous Wealth Management
Washington
$271K -$614 -2 -0.2%
ATS
2008
Ashton Thomas Securities
New York
$271K -$1.23K -4 -0.5%
MSA
2009
Marino Stram & Associates
Massachusetts
$271K +$1.23K +4 +0.5%
SWM
2010
Sterling Wealth Management
Illinois
$271K +$270K +878 New
BWP
2011
Balboa Wealth Partners
Arizona
$269K +$3.07K +10 +1%
FA
2012
Fountainhead AM
New Jersey
$269K -$84.8K -276 -24%
HA
2013
Huntleigh Advisors
Missouri
$268K -$30.4K -99 -10%
FA
2014
Financial Avengers
California
$268K +$1.54K +5 +0.6%
B
2015
Birchbrook
Maine
$267K – – –
SL
2016
Summitry LLC
California
$266K +$265K +864 New
LFA
2017
Longview Financial Advisors
Alabama
$266K -$1.23K -4 -0.5%
BWP
2018
BlueStem Wealth Partners
Minnesota
$265K +$3.69K +12 +1%
QFA
2019
Quantum Financial Advisors
California
$265K -$25.8K -84 -9%
PAMG
2020
Patton Albertson Miller Group
Tennessee
$265K -$614 -2 -0.2%
UFF
2021
USA Financial Formulas
Michigan
$265K +$38.4K +125 +17%
GPI
2022
General Partner Inc
Pennsylvania
$265K – – –
SFC
2023
SYM Financial Corp
Indiana
$265K +$17.2K +56 +7%
MMA
2024
Mizuho Markets Americas
New York
$264K -$993K -3,232 -79%
LT
2025
Legacy Trust
Michigan
$264K – – –
79 80
81
82 83