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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
Balboa Wealth Partners
Arizona
$236K +$14.1K +53 +6%
HFS
2002
Howard Financial Services
Texas
$236K +$27.7K +104 +13%
ATS
2003
Ashton Thomas Securities
New York
$235K +$1.06K +4 +0.4%
TFP
2004
Tilia Fiduciary Partners
North Carolina
$235K – – –
HFS
2005
Heritage Financial Services
Massachusetts
$235K -$4.79K -18 -2%
AWAG
2006
ARS Wealth Advisors Group
Florida
$235K – – –
RA
2007
Rodgers & Associates
Pennsylvania
$235K -$1.33K -5 -0.5%
SA
2008
Sovran Advisors
California
$235K +$240K +902 New
SRC
2009
Shufro Rose & Co
New York
$234K -$74.8K -281 -24%
SBFM
2010
S-Bank Fund Management
Finland
$234K -$59.6K -224 -20%
LC
2011
Landaas & Company
Wisconsin
$234K – – –
S
2012
Sachetta
Massachusetts
$234K -$733K -2,752 -75%
BAM
2013
Byrne Asset Management
New Jersey
$234K +$242K +908 New
FWP
2014
Falcon Wealth Planning
California
$233K +$14.6K +55 +6%
OMC
2015
Overbrook Management Corp
New York
$233K -$31.9K -120 -12%
WAG
2016
Windsor Advisory Group
Ohio
$233K – – –
HKAM
2017
Horizon Kinetics Asset Management
New York
$233K -$184K -691 -43%
UBV
2018
United Bank (Virginia)
Virginia
$232K – – –
LA
2019
Latitude Advisors
Florida
$232K -$1.6K -6 -0.7%
HR
2020
Howe & Rusling
New York
$232K -$708K -2,659 -75%
JA
2021
JVL Associates
Michigan
$232K – – –
TF
2022
Talbot Financial
Washington
$232K – – –
IA
2023
Integrity Alliance
Iowa
$231K -$23.2K -87 -9%
BMC
2024
Beaton Management Company
Massachusetts
$230K – – –
AIC
2025
Argus Investors Counsel
New York
$230K – – –
79 80
81
82 83