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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1976
Glassman Wealth Services
Virginia
$3M +$206K +2,090 +6%
WAOTB
1977
Wealth Advisors of Tampa Bay
Florida
$3M +$756K +7,655 +27%
LHC
1978
Little House Capital
Massachusetts
$3M -$390K -3,951 -10%
BIM
1979
Baldwin Investment Management
Pennsylvania
$2.99M +$63.2K +640 +2%
AWP
1980
Ascent Wealth Partners
New York
$2.99M -$200K -2,025 -5%
LSWM
1981
Lorne Steinberg Wealth Management
Canada
$2.99M +$38K +385 +1%
SCM
1982
Sterneck Capital Management
Missouri
$2.99M +$135K +1,368 +4%
FNBOMD
1983
First National Bank of Mount Dora
Florida
$2.99M -$50.4K -510 -1%
BSI
1984
Bennett Selby Investments
Maine
$2.98M +$216K +2,188 +7%
RWM
1985
RBA Wealth Management
California
$2.98M +$213K +2,157 +6%
AFS
1986
AFG Fiduciary Services
Massachusetts
$2.97M +$169K +1,711 +5%
APGDR
1987
Absoluto Partners Gestao de Recursos
Brazil
$2.96M +$191K +1,937 +6%
SCA
1988
Sander Capital Advisors
Washington
$2.96M -$3.75M -38,009 -52%
TL
1989
Tradewinds LLC
North Carolina
$2.96M -$776K -7,856 -19%
G
1990
GenTrust
Florida
$2.95M -$344K -3,480 -9%
TWM
1991
Tradition Wealth Management
Minnesota
$2.95M -$6.22K -63 -0.2%
BA
1992
Bridgewater Advisors
New York
$2.95M -$2.24M -22,660 -39%
CTFG
1993
Capstone Triton Financial Group
Oklahoma
$2.95M -$3.36K -34 -0.1%
CWA
1994
Choice Wealth Advisors
Maine
$2.95M +$9.88K +100 +0.3%
MA
1995
MONECO Advisors
Connecticut
$2.95M +$365K +3,694 +12%
MC
1996
Metavasi Capital
New York
$2.94M +$3.46M +35,000 New
FFS
1997
Founders Financial Securities
Maryland
$2.94M -$186K -1,878 -5%
CC
1998
Commons Capital
Massachusetts
$2.93M -$53.6K -543 -2%
AW
1999
Alaethes Wealth
Nevada
$2.93M +$37K +375 +1%
KHLMTHM
2000
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.93M -$2.19M -22,169 -39%
78 79
80
81 82