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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1976
Atlas Brown
Kentucky
$5.4M +$254K +3,952 +6%
GAG
1977
GM Advisory Group
New York
$5.39M -$3.43M -53,248 -42%
BOS
1978
Bank of Stockton
California
$5.38M -$1.11M -17,224 -19%
IAP
1979
Indie Asset Partners
Indiana
$5.38M +$4.72M +73,300 New
SFSG
1980
Stearns Financial Services Group
North Carolina
$5.37M -$231K -3,584 -5%
GIM
1981
Guild Investment Management
California
$5.36M -$563K -8,756 -11%
OAM
1982
Occidental Asset Management
California
$5.36M -$65.1K -1,012 -1%
ANB
1983
Amarillo National Bank
Texas
$5.35M – – –
PRWA
1984
Platte River Wealth Advisors
Colorado
$5.34M +$4.44M +69,048 New
JF
1985
JSF Financial
California
$5.34M – – –
HL
1986
HeadInvest LLC
Maine
$5.32M +$144K +2,240 +3%
TI
1987
Tidal Investments
Wisconsin
$5.31M +$872K +13,560 +23%
VC
1988
Veracity Capital
Georgia
$5.3M +$4.64M +72,180 New
FNC
1989
First National Corp
Massachusetts
$5.3M -$33.2K -516 -0.7%
TLP
1990
Trinity Legacy Partners
Texas
$5.3M -$192K -2,980 -4%
BFC
1991
Bedel Financial Consulting
Indiana
$5.29M +$64.6K +1,004 +1%
CAIMH
1992
Central Asset Investments & Management Holdings
Hong Kong
$5.29M +$4.04M +62,800 +683%
PFA
1993
Pure Financial Advisors
California
$5.27M +$203K +3,148 +5%
MAM
1994
Morse Asset Management
Connecticut
$5.27M +$289K +4,492 +7%
SDAM
1995
Shulman DeMeo Asset Management
New York
$5.26M -$89K -1,384 -2%
HFM
1996
Hartford Financial Management
Connecticut
$5.26M -$71.5K -1,112 -2%
TWM
1997
Titus Wealth Management
California
$5.25M -$38.6K -600 -0.8%
LI
1998
Lafayette Investments
Maryland
$5.25M -$218K -3,392 -5%
WPC
1999
White Pine Capital
Minnesota
$5.25M -$286K -4,440 -6%
GGI
2000
GPM Growth Investors
Michigan
$5.25M +$4.6M +71,452 New
78 79
80
81 82