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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1976
DT Investment Partners
Pennsylvania
$223K – – –
CPIA
1977
Cornell Pochily Investment Advisors
New York
$223K +$178K +1,511 New
3F
1978
360 Financial
Minnesota
$223K +$178K +1,510 New
JWM
1979
Jackson Wealth Management
Florida
$222K -$101K -859 -36%
WP
1980
WealthPLAN Partners
Nebraska
$222K +$177K +1,504 New
S
1981
Sunpointe
Missouri
$222K +$177K +1,503 New
DCM
1982
DGS Capital Management
New Jersey
$221K +$177K +1,502 New
MCI
1983
MRP Capital Investments
Georgia
$221K +$177K +1,500 New
MCA
1984
Martin Capital Advisors
Texas
$221K +$177K +1,498 New
RP
1985
Rice Partnership
Hawaii
$221K +$176K +1,497 New
PIA
1986
Powell Investment Advisors
Florida
$220K +$176K +1,493 New
CAC
1987
Certified Advisory Corp
Florida
$219K +$175K +1,485 New
OA
1988
Operose Advisors
Wisconsin
$218K – – –
SAM
1989
Secure Asset Management
Michigan
$218K +$174K +1,479 New
YWS
1990
Yarger Wealth Strategies
Ohio
$218K +$174K +1,476 New
DAM
1991
Delta Asset Management
Tennessee
$217K – – –
BEAM
1992
Baker Ellis Asset Management
Washington
$217K +$174K +1,474 New
MIC
1993
Meridian Investment Counsel
California
$217K +$174K +1,474 New
LA
1994
LVW Advisors
New York
$217K +$174K +1,473 New
PP
1995
Pegasus Partners
Wisconsin
$216K +$173K +1,464 New
NPT
1996
National Philanthropic Trust
Pennsylvania
$216K +$172K +1,463 New
FW
1997
FirstPurpose Wealth
Utah
$215K +$172K +1,456 New
MIA
1998
MainStreet Investment Advisors
Illinois
$214K +$171K +1,452 New
CFG
1999
CKW Financial Group
Hawaii
$214K – – –
LGWM
2000
Litman Gregory Wealth Management
California
$214K +$171K +1,450 New
78 79
80
81 82