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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MONECO Advisors
Connecticut
$227K +$216K +676 New
CA
1977
Cambridge Advisors
Nebraska
$227K +$216K +675 New
PPW
1978
Parcion Private Wealth
Washington
$227K +$216K +675 New
PFA
1979
Plotkin Financial Advisors
Maryland
$227K +$216K +675 New
MSA
1980
Marino Stram & Associates
Massachusetts
$226K +$215K +673 New
CST
1981
Charles Schwab Trust
Nevada
$224K +$213K +667 New
SLG
1982
Stanley-Laman Group
Pennsylvania
$224K +$213K +666 New
HAS
1983
HBW Advisory Services
California
$224K +$213K +667 New
SWA
1984
SFMG Wealth Advisors
Texas
$222K -$83.2K -260 -28%
LA
1985
LVW Advisors
New York
$222K -$79.6K -249 -27%
CG
1986
Corundum Group
Colorado
$222K +$211K +659 New
TC
1987
Truvestments Capital
Florida
$222K -$108K -339 -34%
FPFS
1988
First Personal Financial Services
North Carolina
$221K -$3.84K -12 -2%
WF
1989
WoodTrust Financial
Wisconsin
$221K +$210K +656 New
PS
1990
Planned Solutions
California
$221K +$210K +656 New
IP
1991
Ignite Planners
California
$220K +$190K +594 New
VWM
1992
Valley Wealth Managers
New Jersey
$220K +$46.4K +145 +28%
OWA
1993
Octavia Wealth Advisors
Ohio
$220K +$209K +654 New
SWM
1994
Seed Wealth Management
Illinois
$219K +$208K +650 New
PBO
1995
Peoples Bank (Ohio)
Ohio
$219K +$208K +650 New
LBC
1996
Lowe Brockenbrough & Co
Virginia
$218K +$208K +649 New
PAG
1997
Powers Advisory Group
Illinois
$218K +$207K +647 New
SGCA
1998
Steel Grove Capital Advisors
Tennessee
$217K -$71K -222 -26%
PSP
1999
Principal Street Partners
Tennessee
$217K -$66.5K -208 -24%
FWP
2000
FAS Wealth Partners
Kansas
$217K +$206K +644 New
78 79
80
81 82