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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
2001
Tilia Fiduciary Partners
North Carolina
$235K – – –
HFS
2002
Heritage Financial Services
Massachusetts
$235K -$4.79K -18 -2%
AWAG
2003
ARS Wealth Advisors Group
Florida
$235K – – –
RA
2004
Rodgers & Associates
Pennsylvania
$235K -$1.33K -5 -0.5%
SA
2005
Sovran Advisors
California
$235K +$240K +902 New
SRC
2006
Shufro Rose & Co
New York
$234K -$74.8K -281 -24%
SBFM
2007
S-Bank Fund Management
Finland
$234K -$59.6K -224 -20%
LC
2008
Landaas & Company
Wisconsin
$234K – – –
S
2009
Sachetta
Massachusetts
$234K -$733K -2,752 -75%
BAM
2010
Byrne Asset Management
New Jersey
$234K +$242K +908 New
FWP
2011
Falcon Wealth Planning
California
$233K +$14.6K +55 +6%
OMC
2012
Overbrook Management Corp
New York
$233K -$31.9K -120 -12%
WAG
2013
Windsor Advisory Group
Ohio
$233K – – –
HKAM
2014
Horizon Kinetics Asset Management
New York
$233K -$184K -691 -43%
UBV
2015
United Bank (Virginia)
Virginia
$232K – – –
LA
2016
Latitude Advisors
Florida
$232K -$1.6K -6 -0.7%
HR
2017
Howe & Rusling
New York
$232K -$708K -2,659 -75%
JA
2018
JVL Associates
Michigan
$232K – – –
TF
2019
Talbot Financial
Washington
$232K – – –
IA
2020
Integrity Alliance
Iowa
$231K -$23.2K -87 -9%
BMC
2021
Beaton Management Company
Massachusetts
$230K – – –
AIC
2022
Argus Investors Counsel
New York
$230K – – –
PGAM
2023
Princeton Global Asset Management
New Jersey
$230K – – –
RWM
2024
Reston Wealth Management
Virginia
$229K +$13K +49 +6%
FG
2025
Foster Group
Iowa
$229K -$108K -407 -31%
79 80
81
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