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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1976
Threadgill Financial
Texas
$8.39M +$167K +915 +2%
FBC
1977
Fairfield, Bush & Co
Connecticut
$8.39M -$452K -2,478 -5%
SIA
1978
Strategic Investment Advisors
Michigan
$8.38M +$65K +356 +0.8%
FGA
1979
Fortis Group Advisors
New Jersey
$8.38M -$150K -820 -2%
APSI
1980
Asset Planning Services Inc
Louisiana
$8.37M -$4.56K -25 -0.1%
RWS
1981
Resolute Wealth Strategies
Mississippi
$8.36M -$365 -2 -0%
FCA
1982
Fortis Capital Advisors
Kansas
$8.36M -$155K -851 -2%
RPWA
1983
Regent Peak Wealth Advisors
Georgia
$8.35M -$695K -3,809 -8%
NI
1984
NCP Inc
California
$8.35M -$5.14M -28,175 -39%
EWM
1985
Evermay Wealth Management
Virginia
$8.33M -$107K -585 -1%
SIM
1986
Sentry Investment Management
Wisconsin
$8.3M +$354K +1,939 +5%
ECML
1987
Eagle Capital Management (Louisiana)
Louisiana
$8.3M +$3.1K +17 +0%
KC
1988
Knuff & Co
California
$8.29M +$396K +2,169 +5%
AWP
1989
Ascent Wealth Partners
New York
$8.29M +$36.3K +199 +0.4%
MVA
1990
Mount Vernon Associates
Maryland
$8.29M +$227K +1,245 +3%
MCC
1991
Malaga Cove Capital
California
$8.28M +$239K +1,312 +3%
CFP
1992
Catalyst Financial Partners
Massachusetts
$8.28M +$248K +1,360 +3%
LCC
1993
Lincoln Capital Corp
Rhode Island
$8.27M +$77K +422 +1%
CCFM
1994
Clear Creek Financial Management
Washington
$8.27M +$253K +1,384 +3%
CWP
1995
Concord Wealth Partners
Virginia
$8.27M +$747K +4,093 +10%
SCM
1996
Sandler Capital Management
New York
$8.26M +$2.57M +14,065 +46%
SC
1997
Syon Capital
California
$8.24M +$464K +2,542 +6%
HNW
1998
High Note Wealth
Minnesota
$8.23M +$124K +680 +2%
KA
1999
Klingman & Associates
New York
$8.23M +$765K +4,194 +10%
BIMC
2000
Benson Investment Management Company
Virginia
$8.22M -$1.64K -9 -0%
78 79
80
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