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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1976
Palisades Hudson Asset Management
Florida
$221K +$208K +796 New
GAM
1977
Gould Asset Management
California
$221K -$28.8K -110 -12%
IWN
1978
Independent Wealth Network
Iowa
$220K +$208K +797 New
HIS
1979
Horizon Investment Services
Indiana
$220K +$208K +795 New
CPA
1980
Cardiff Park Advisors
California
$220K +$208K +794 New
HWM
1981
HighMark Wealth Management
Minnesota
$219K – – –
MAM
1982
McLean Asset Management
Virginia
$219K +$201K +768 New
PWS
1983
Peterson Wealth Services
Utah
$218K +$206K +788 New
AAG
1984
Armstrong Advisory Group
Massachusetts
$218K – – –
MAWA
1985
Moss Adams Wealth Advisors
Washington
$217K +$204K +781 New
SCM
1986
SOL Capital Management
Maryland
$217K +$205K +785 New
HCM
1987
Hollencrest Capital Management
California
$216K – – –
AFS
1988
Axiom Financial Strategies
Indiana
$216K +$204K +780 New
WAM
1989
Weatherly Asset Management
California
$216K +$203K +776 New
SWM
1990
Sugarloaf Wealth Management
Georgia
$214K – – –
CCA
1991
Catalyst Capital Advisors
New York
$214K +$98.8K +378 +96%
NPF
1992
Norris Perne & French
Michigan
$214K -$22.2K -85 -10%
KWS
1993
Keystone Wealth Services
California
$213K +$202K +771 New
RBC
1994
Roble Belko & Company
Pennsylvania
$213K – – –
VPP
1995
Vertex Planning Partners
Illinois
$213K -$25.1K -96 -11%
FAM
1996
Family Asset Management
South Carolina
$213K +$201K +769 New
AIA
1997
Angeles Investment Advisors
California
$212K +$201K +767 New
FWP
1998
Falcon Wealth Planning
California
$211K +$199K +761 New
FA
1999
Fermata Advisors
California
$210K +$199K +761 New
MSAM
2000
Moloney Securities Asset Management
Missouri
$209K +$198K +756 New
78 79
80
81 82