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Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1976
Root Financial Partners
California
$181K -$19.3K -84 -9%
CI
1977
Corient IA
Florida
$181K -$25.2K -110 -11%
FA
1978
Financial Avengers
California
$179K +$1.38K +6 +0.7%
AF
1979
Advisornet Financial
Minnesota
$179K -$14.7K -64 -7%
SBFM
1980
S-Bank Fund Management
Finland
$178K -$7.57K -33 -4%
B
1981
Birchbrook
Maine
$175K -$459 -2 -0.2%
LFA
1982
Longview Financial Advisors
Alabama
$175K – – –
GPI
1983
General Partner Inc
Pennsylvania
$175K – – –
RC
1984
Rexford Capital
Texas
$173K +$14.4K +63 +8%
PGAM
1985
Princeton Global Asset Management
New Jersey
$172K -$10.8K -47 -5%
ADL
1986
Asset Dedication LLC
California
$166K -$481K -2,098 -72%
RCM
1987
Raleigh Capital Management
North Carolina
$166K +$3.67K +16 +2%
SWM
1988
Spire Wealth Management
Virginia
$165K -$33.5K -146 -15%
FDP
1989
Financiere des Professionnels
Quebec, Canada
$163K +$183K +800 New
HWM
1990
HighMark Wealth Management
Minnesota
$161K – – –
PWS
1991
Peterson Wealth Services
Utah
$160K – – –
FA
1992
Fountainhead AM
New Jersey
$159K +$17.4K +76 +11%
HCM
1993
Hollencrest Capital Management
California
$159K – – –
FMB
1994
Field & Main Bank
Kentucky
$152K -$14.9K -65 -8%
CBT
1995
Crews Bank & Trust
Florida
$145K – – –
RBC
1996
Roble Belko & Company
Pennsylvania
$145K – – –
KFAS
1997
Keating Financial Advisory Services
Kansas
$144K -$49.3K -215 -23%
WA
1998
Westfuller Advisors
New York
$143K -$154K -672 -49%
WSFG
1999
Wall Street Financial Group
Illinois
$143K +$161K +702 New
AW
2000
Avion Wealth
Texas
$141K +$3.67K +16 +2%
78 79
80
81 82