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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
1976
Central Valley Advisors
California
$210K +$200K +936 New
TWM
1977
Tanager Wealth Management
United Kingdom
$209K +$199K +933 New
WA
1978
Waddell & Associates
Tennessee
$209K +$199K +933 New
TVAMP
1979
Tennessee Valley Asset Management Partners
Tennessee
$209K +$199K +933 New
SRC
1980
Shufro Rose & Co
New York
$208K +$199K +931 New
CPA
1981
Cardiff Park Advisors
California
$208K +$199K +929 New
STFP
1982
Signal Tree Financial Partners
Ohio
$208K +$198K +927 New
CP
1983
Clarendon Private
Massachusetts
$207K -$22.4K -105 -10%
IWN
1984
Independent Wealth Network
Iowa
$207K +$197K +923 New
WCM
1985
Whitener Capital Management
North Carolina
$207K +$197K +923 New
SIC
1986
Sterling Investment Counsel
New York
$207K +$197K +923 New
PWAM
1987
Papamarkou Wellner Asset Management
New York
$206K – – –
SFWA
1988
Summit Financial Wealth Advisors
Louisiana
$206K +$196K +918 New
NCM
1989
Noesis Capital Mangement
Florida
$205K -$102K -477 -34%
PCFFS
1990
Pacific Center for Financial Services
California
$205K – – –
1WA
1991
180 Wealth Advisors
Washington
$205K -$84.6K -396 -30%
EWM
1992
Evolution Wealth Management
Florida
$204K -$427 -2 -0.2%
MSA
1993
Marino Stram & Associates
Massachusetts
$204K +$195K +912 New
HCP
1994
Hexagon Capital Partners
Arkansas
$203K +$194K +906 New
GBT
1995
Grove Bank & Trust
Florida
$202K -$649K -3,037 -77%
TF
1996
Talbot Financial
Washington
$202K +$192K +900 New
BMC
1997
Beaton Management Company
Massachusetts
$201K +$192K +896 New
TC
1998
Trilogy Capital
California
$200K +$191K +895 New
TFP
1999
Tilia Fiduciary Partners
North Carolina
$200K +$191K +894 New
FA
2000
Financial Avengers
California
$199K +$1.71K +8 +0.9%
78 79
80
81 82