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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1976
Oxford Financial Group
Indiana
$258K -$46.9K -326 -13%
MPI
1977
Mairs & Power Inc
Minnesota
$258K +$66.2K +460 +27%
IPWA
1978
International Private Wealth Advisors
California
$258K +$307K +2,132 New
VAG
1979
VisionPoint Advisory Group
Texas
$257K -$134K -929 -30%
FPW
1980
Fairvoy Private Wealth
Alabama
$257K +$307K +2,131 New
DFA
1981
Delta Financial Advisors
Louisiana
$256K -$23K -160 -7%
CBT
1982
Central Bank & Trust
Kentucky
$255K – – –
WPP
1983
Whalerock Point Partners
Rhode Island
$255K – – –
SFG
1984
SNS Financial Group
Minnesota
$255K +$288 +2 +0.1%
IWN
1985
Independent Wealth Network
Iowa
$255K -$2.16K -15 -0.7%
CWIG
1986
Chung Wu Investment Group
Texas
$254K +$303K +2,105 New
WB
1987
Webster Bank
Connecticut
$254K +$15.4K +107 +5%
SWA
1988
Serenus Wealth Advisors
California
$254K +$303K +2,103 New
TVAMP
1989
Tennessee Valley Asset Management Partners
Tennessee
$254K -$3.6K -25 -1%
SRC
1990
Shufro Rose & Co
New York
$254K +$71.9K +500 +31%
IAG
1991
Investment Advisory Group
Massachusetts
$253K +$5.9K +41 +2%
FOA
1992
Five Oceans Advisors
California
$253K +$3.74K +26 +1%
WDL
1993
Well Done LLC
Michigan
$252K – – –
AWAP
1994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K +$41.3K +287 +16%
PWP
1995
Phillips Wealth Planners
Mississippi
$251K -$6.47K -45 -2%
MYIA
1996
Mount Yale Investment Advisors
Colorado
$251K -$676K -4,697 -69%
SWIG
1997
Strategic Wealth Investment Group
Kentucky
$250K +$11.4K +79 +4%
RCA
1998
Runnymede Capital Advisors
Ohio
$250K +$298K +2,072 New
CRI
1999
Colonial River Investments
Virginia
$250K -$30.6K -213 -9%
GWM
2000
Gibbs Wealth Management
Georgia
$250K +$297K +2,066 New
78 79
80
81 82