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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1976
Independent Wealth Network
Iowa
$220K +$208K +797 New
HIS
1977
Horizon Investment Services
Indiana
$220K +$208K +795 New
CPA
1978
Cardiff Park Advisors
California
$220K +$208K +794 New
HWM
1979
HighMark Wealth Management
Minnesota
$219K – – –
MAM
1980
McLean Asset Management
Virginia
$219K +$201K +768 New
PWS
1981
Peterson Wealth Services
Utah
$218K +$206K +788 New
AAG
1982
Armstrong Advisory Group
Massachusetts
$218K – – –
MAWA
1983
Moss Adams Wealth Advisors
Washington
$217K +$204K +781 New
SCM
1984
SOL Capital Management
Maryland
$217K +$205K +785 New
HCM
1985
Hollencrest Capital Management
California
$216K – – –
AFS
1986
Axiom Financial Strategies
Indiana
$216K +$204K +780 New
WAM
1987
Weatherly Asset Management
California
$216K +$203K +776 New
SWM
1988
Sugarloaf Wealth Management
Georgia
$214K – – –
CCA
1989
Catalyst Capital Advisors
New York
$214K +$98.8K +378 +96%
NPF
1990
Norris Perne & French
Michigan
$214K -$22.2K -85 -10%
KWS
1991
Keystone Wealth Services
California
$213K +$202K +771 New
RBC
1992
Roble Belko & Company
Pennsylvania
$213K – – –
VPP
1993
Vertex Planning Partners
Illinois
$213K -$25.1K -96 -11%
FAM
1994
Family Asset Management
South Carolina
$213K +$201K +769 New
AIA
1995
Angeles Investment Advisors
California
$212K +$201K +767 New
FWP
1996
Falcon Wealth Planning
California
$211K +$199K +761 New
FA
1997
Fermata Advisors
California
$210K +$199K +761 New
MSAM
1998
Moloney Securities Asset Management
Missouri
$209K +$198K +756 New
TSW
1999
Thompson Siegel & Walmsley
Virginia
$209K +$198K +757 New
ECA
2000
Elevated Capital Advisors
Utah
$208K +$196K +751 New
78 79
80
81 82