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ASML
ASML

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1976
Intellus Advisors
Florida
$320K +$256K +161 New
LWM
1977
Liberty Wealth Management
California
$320K – – –
IAS
1978
Integrity Advisory Solutions
Texas
$318K +$255K +160 New
BWM
1979
Blossom Wealth Management
California
$318K -$4.78K -3 -2%
MJRIC
1980
Mogy Joel R Investment Counsel
California
$318K +$255K +160 New
PFG
1981
Putney Financial Group
California
$318K +$255K +160 New
CL
1982
CLG LLC
California
$317K – – –
CFG
1983
Cooper Financial Group
California
$316K +$253K +159 New
CI
1984
CX Institutional
Indiana
$316K -$27.1K -17 -10%
CVM
1985
Cheviot Value Management
California
$314K – – –
KCM
1986
Kanawha Capital Management
Virginia
$312K +$6.37K +4 +3%
KJHP
1987
K.J. Harrison & Partners
Ontario, Canada
$312K +$250K +157 New
SGCM
1988
Sanchez Gaunt Capital Management
Nevada
$312K +$250K +157 New
MWC
1989
MBM Wealth Consultants
Missouri
$310K +$12.7K +8 +5%
FFG
1990
First Financial Group
North Carolina
$308K – – –
BMCM
1991
Bryn Mawr Capital Management
Pennsylvania
$307K +$245K +154 New
AP
1992
Arlington Partners
Alabama
$306K – – –
CPWA
1993
Cerro Pacific Wealth Advisors
California
$306K +$245K +154 New
FCM
1994
Fortis Capital Management
Washington
$305K -$9.55K -6 -4%
HFP
1995
Holistic Financial Partners
Indiana
$304K -$4.78K -3 -2%
CWWM
1996
Clear Wave Wealth Management
New Jersey
$304K -$3.18K -2 -1%
WPA
1997
Wealth Preservation Advisors
Tennessee
$302K +$103K +65 +75%
PFG
1998
Prospect Financial Group
Virginia
$302K +$242K +152 New
V
1999
Viaable
Pennsylvania
$302K +$261K +164 New
EFG
2000
Embree Financial Group
Illinois
$300K +$240K +151 New
78 79
80
81 82