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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1976
Quadcap Wealth Management
Texas
$246K -$9.58K -36 -4%
ACS
1977
Archford Capital Strategies
Illinois
$245K -$1.86M -6,983 -88%
OC
1978
Opal Capital
Florida
$245K +$287K +1,079 New
KFP
1979
KMG Fiduciary Partners
Ohio
$244K – – –
VCM
1980
Vivaldi Capital Management
Illinois
$244K -$12.8K -48 -5%
CAS
1981
Coppell Advisory Solutions
Texas
$244K -$125K -470 -33%
CB
1982
CNB Bank
Pennsylvania
$244K – – –
MFG
1983
MidWestOne Financial Group
Iowa
$244K +$38.9K +146 +18%
SIC
1984
Sterling Investment Counsel
New York
$244K -$39.9K -150 -14%
UWM
1985
Urban Wealth Management
California
$244K +$252K +947 New
AF
1986
Advisornet Financial
Minnesota
$243K -$2.4K -9 -0.9%
DSAM
1987
Dock Street Asset Management
Florida
$243K -$1.86K -7 -0.7%
WI
1988
Wedgewood Investors
Pennsylvania
$243K – – –
SCP
1989
Seizert Capital Partners
Michigan
$242K – – –
GG
1990
GenWealth Group
New Jersey
$240K – – –
BWM
1991
Baron Wealth Management
Michigan
$240K -$88.6K -333 -26%
CPA
1992
Cardiff Park Advisors
California
$239K – – –
STFP
1993
Signal Tree Financial Partners
Ohio
$238K – – –
KFAS
1994
Keating Financial Advisory Services
Kansas
$238K +$246K +925 New
VCP
1995
Vista Capital Partners
Oregon
$238K +$246K +924 New
WCM
1996
Whitener Capital Management
North Carolina
$237K – – –
BWP
1997
Burling Wealth Partners
Illinois
$237K -$62.6K -235 -20%
BWP
1998
Balboa Wealth Partners
Arizona
$236K +$14.1K +53 +6%
HFS
1999
Howard Financial Services
Texas
$236K +$27.7K +104 +13%
ATS
2000
Ashton Thomas Securities
New York
$235K +$1.06K +4 +0.4%
78 79
80
81 82