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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1976
Zions Bancorporation
Utah
$105K -$8.63K -43 -7%
SOW
1977
State of Wyoming
Wyoming
$101K +$1.81K +9 +2%
GC
1978
Gould Capital
Washington
$100K -$20.1K -100 -16%
FMTCOCP
1979
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K -$7.63K -38 -7%
KFI
1980
Key Financial Inc
Pennsylvania
$99K – – –
TFS
1981
TrustCore Financial Services
Tennessee
$99K +$44K +219 +73%
CAL
1982
Capital Advisors Ltd
Ohio
$97K -$1.61K -8 -2%
AFS
1983
Annapolis Financial Services
Maryland
$96K -$3.01K -15 -3%
DWA
1984
Dougherty Wealth Advisers
Minnesota
$96K – – –
M
1985
MOTCO
Texas
$96K +$100K +500 New
CAM
1986
Costello Asset Management
Pennsylvania
$94K -$10K -50 -9%
PB
1987
Pinnacle Bancorp
Nebraska
$92K -$4.01K -20 -4%
EWM
1988
Endurance Wealth Management
Rhode Island
$91K +$40.1K +200 +73%
BFG
1989
Baron Financial Group
New Jersey
$90K – – –
WAS
1990
Winch Advisory Services
Wisconsin
$90K -$11.2K -56 -11%
OLVIG
1991
Oliver Lagore Vanvalin Investment Group
Michigan
$90K +$93.5K +466 New
AWM
1992
Atticus Wealth Management
Florida
$89K +$7.03K +35 +8%
OA
1993
Operose Advisors
Wisconsin
$89K +$13.8K +69 +17%
CFO
1994
CVA Family Office
Colorado
$89K +$50.2K +250 +117%
DLG
1995
Daniel L. Goodwin
$88K +$92.1K +459 New
CWM
1996
Curi Wealth Management
North Carolina
$85K +$6.22K +31 +7%
SIS
1997
Sound Income Strategies
Florida
$82K +$2.41K +12 +3%
IA
1998
IndexIQ Advisors
New York
$78K +$81.7K +407 New
WIA
1999
Wealthstreet Investment Advisors
Texas
$77K – – –
SC
2000
Solstein Capital
California
$77K +$72.3K +360 +878%
78 79
80
81 82