B. Riley Wealth Advisors, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1464811
MEMPHIS, TN
Position in ADP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$428,864
+$28,803 QoQ
Shares Held
1,915
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,566
of 2,277 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. ADP ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,864 | 1,915 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $400,061 | 1,969 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $567,706 | 2,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $690,605 | 2,353 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,099,137 | 3,564 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $5,534,353 | 18,906 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $6,959,759 | 25,150 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $6,361,565 | 26,652 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,157,798 | 28,661 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,259,204 | 26,867 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $6,895,263 | 28,661 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $10,757,181 | 48,943 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,352,079 | 28,532 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,039,681 | 29,472 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,479,890 | 28,648 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,925,857 | 28,213 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,409,573 | 28,169 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,232,555 | 25,276 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,080,766 | 25,414 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,061,830 | 25,485 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,687,060 | 24,869 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,126,622 | 6,394 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,292,653 | 9,267 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,374,254 | 9,230 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,535,326 | 11,233 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||