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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2001
Wealth Advisory Solutions
Indiana
$248K -$3.61K -12 -1%
RWM
2002
Reston Wealth Management
Virginia
$247K +$2.71K +9 +1%
SWM
2003
Stockman Wealth Management
Montana
$247K – – –
VPP
2004
Vertex Planning Partners
Illinois
$246K +$8.13K +27 +3%
SPWG
2005
Syntegra Private Wealth Group
Missouri
$246K +$10.5K +35 +4%
CFO
2006
CVA Family Office
Colorado
$245K -$3.61K -12 -1%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$245K +$301 +1 +0.1%
PHWM
2008
Pine Harbor Wealth Management
Maryland
$244K +$301 +1 +0.1%
MTWM
2009
Masso Torrence Wealth Management
New Jersey
$242K +$248K +825 New
SFC
2010
SYM Financial Corp
Indiana
$242K -$10.2K -34 -4%
GAM
2011
Gould Asset Management
California
$241K +$16.6K +55 +7%
BB
2012
Bell Bank
North Dakota
$241K +$1.81K +6 +0.7%
LFP
2013
Leeward Financial Partners
Washington
$241K -$9.33K -31 -4%
WCM
2014
Wedge Capital Management
North Carolina
$240K +$246K +817 New
AIA
2015
Accelerate Investment Advisors
California
$239K -$6.92K -23 -3%
SFO
2016
Stokes Family Office
Louisiana
$239K +$245K +813 New
HFS
2017
Howard Financial Services
Texas
$238K +$3.61K +12 +2%
AFP
2018
Ausdal Financial Partners
Iowa
$238K +$17.5K +58 +8%
FCFC
2019
First Commonwealth Financial Corp
Pennsylvania
$238K -$54.2K -180 -18%
WWM
2020
Wiser Wealth Management
Georgia
$238K -$53.3K -177 -18%
BLAM
2021
Bourne Lent Asset Management
New York
$238K – – –
IWP
2022
Innova Wealth Partners
Pennsylvania
$238K +$3.01K +10 +1%
XWM
2023
Xcel Wealth Management
Florida
$237K – – –
EP
2024
Edgestream Partners
New Jersey
$237K -$1.92M -6,384 -89%
LRWA
2025
Long Run Wealth Advisors
New York
$237K -$28.3K -94 -10%
79 80
81
82 83