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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1976
FSB Premier Wealth Management
Iowa
$247K +$71.3K +268 +39%
EW
1977
Expressive Wealth
Illinois
$247K +$256K +960 New
LFA
1978
Laraway Financial Advisors
Minnesota
$246K – – –
QWM
1979
Quadcap Wealth Management
Texas
$246K -$9.58K -36 -4%
ACS
1980
Archford Capital Strategies
Illinois
$245K -$1.86M -6,983 -88%
OC
1981
Opal Capital
Florida
$245K +$287K +1,079 New
KFP
1982
KMG Fiduciary Partners
Ohio
$244K – – –
VCM
1983
Vivaldi Capital Management
Illinois
$244K -$12.8K -48 -5%
CAS
1984
Coppell Advisory Solutions
Texas
$244K -$125K -470 -33%
CB
1985
CNB Bank
Pennsylvania
$244K – – –
MFG
1986
MidWestOne Financial Group
Iowa
$244K +$38.9K +146 +18%
SIC
1987
Sterling Investment Counsel
New York
$244K -$39.9K -150 -14%
UWM
1988
Urban Wealth Management
California
$244K +$252K +947 New
AF
1989
Advisornet Financial
Minnesota
$243K -$2.4K -9 -0.9%
DSAM
1990
Dock Street Asset Management
Florida
$243K -$1.86K -7 -0.7%
WI
1991
Wedgewood Investors
Pennsylvania
$243K – – –
SCP
1992
Seizert Capital Partners
Michigan
$242K – – –
GG
1993
GenWealth Group
New Jersey
$240K – – –
BWM
1994
Baron Wealth Management
Michigan
$240K -$88.6K -333 -26%
CPA
1995
Cardiff Park Advisors
California
$239K – – –
STFP
1996
Signal Tree Financial Partners
Ohio
$238K – – –
KFAS
1997
Keating Financial Advisory Services
Kansas
$238K +$246K +925 New
VCP
1998
Vista Capital Partners
Oregon
$238K +$246K +924 New
WCM
1999
Whitener Capital Management
North Carolina
$237K – – –
BWP
2000
Burling Wealth Partners
Illinois
$237K -$62.6K -235 -20%
78 79
80
81 82