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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Sterling Wealth Management
Illinois
$257K -$602 -2 -0.2%
BWP
1977
BlueStem Wealth Partners
Minnesota
$257K +$5.12K +17 +2%
FMB
1978
Field & Main Bank
Kentucky
$257K -$15K -50 -5%
CRI
1979
Colonial River Investments
Virginia
$257K +$48.8K +162 +23%
FA
1980
Financial Avengers
California
$256K +$1.2K +4 +0.5%
FF
1981
Foronjy Financial
California
$255K +$24.7K +82 +10%
SMA
1982
Seven Mile Advisory
New Jersey
$255K +$261K +868 New
PAG
1983
Private Advisory Group
Washington
$254K +$12K +40 +5%
SPL
1984
Smart Portfolios LLC
Washington
$254K -$16.6K -55 -6%
B
1985
Birchbrook
Maine
$254K – – –
MWM
1986
Maridea Wealth Management
New York
$254K +$270K +896 New
BWP
1987
Balboa Wealth Partners
Arizona
$254K -$2.71K -9 -1%
FPW
1988
Fairvoy Private Wealth
Alabama
$253K +$10.5K +35 +4%
LFA
1989
Longview Financial Advisors
Alabama
$253K – – –
CPA
1990
Capital Performance Advisors
California
$253K +$259K +860 New
GPI
1991
General Partner Inc
Pennsylvania
$252K – – –
SWA
1992
Strategies Wealth Advisors
Michigan
$252K +$3.61K +12 +1%
QFA
1993
Quantum Financial Advisors
California
$252K -$602 -2 -0.2%
MCA
1994
MSH Capital Advisors
Arizona
$250K – – –
FWP
1995
Falcon Wealth Planning
California
$250K +$17.8K +59 +7%
FPF
1996
First Pacific Financial
Washington
$250K +$903 +3 +0.4%
KCM
1997
Kornitzer Capital Management
Kansas
$249K -$12K -40 -4%
PCFFS
1998
Pacific Center for Financial Services
California
$249K – – –
TVWM
1999
Tower View Wealth Management
Wisconsin
$249K – – –
BFG
2000
Baron Financial Group
New Jersey
$249K +$301 +1 +0.1%
78 79
80
81 82