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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1976
Sivia Capital Partners
California
$258K +$13.2K +44 +5%
SWM
1977
Sterling Wealth Management
Illinois
$257K -$602 -2 -0.2%
BWP
1978
BlueStem Wealth Partners
Minnesota
$257K +$5.12K +17 +2%
FMB
1979
Field & Main Bank
Kentucky
$257K -$15K -50 -5%
CRI
1980
Colonial River Investments
Virginia
$257K +$48.8K +162 +23%
FA
1981
Financial Avengers
California
$256K +$1.2K +4 +0.5%
FF
1982
Foronjy Financial
California
$255K +$24.7K +82 +10%
SMA
1983
Seven Mile Advisory
New Jersey
$255K +$261K +868 New
PAG
1984
Private Advisory Group
Washington
$254K +$12K +40 +5%
SPL
1985
Smart Portfolios LLC
Washington
$254K -$16.6K -55 -6%
B
1986
Birchbrook
Maine
$254K – – –
MWM
1987
Maridea Wealth Management
New York
$254K +$270K +896 New
BWP
1988
Balboa Wealth Partners
Arizona
$254K -$2.71K -9 -1%
FPW
1989
Fairvoy Private Wealth
Alabama
$253K +$10.5K +35 +4%
LFA
1990
Longview Financial Advisors
Alabama
$253K – – –
CPA
1991
Capital Performance Advisors
California
$253K +$259K +860 New
GPI
1992
General Partner Inc
Pennsylvania
$252K – – –
SWA
1993
Strategies Wealth Advisors
Michigan
$252K +$3.61K +12 +1%
QFA
1994
Quantum Financial Advisors
California
$252K -$602 -2 -0.2%
MCA
1995
MSH Capital Advisors
Arizona
$250K – – –
FWP
1996
Falcon Wealth Planning
California
$250K +$17.8K +59 +7%
FPF
1997
First Pacific Financial
Washington
$250K +$903 +3 +0.4%
KCM
1998
Kornitzer Capital Management
Kansas
$249K -$12K -40 -4%
PCFFS
1999
Pacific Center for Financial Services
California
$249K – – –
TVWM
2000
Tower View Wealth Management
Wisconsin
$249K – – –
78 79
80
81 82