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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1976
BDO Wealth Advisors
Florida
$40K – – –
CDIA
1977
Capital Directions Investment Advisors
Georgia
$40K – – –
VC
1978
Vestor Capital
Illinois
$40K +$39.8K +894 New
CAL
1979
Capital Advisors Ltd
Ohio
$39K -$5.16K -116 -12%
NSB
1980
Norway Savings Bank
Maine
$39K – – –
JWM
1981
Janiczek Wealth Management
Colorado
$39K +$20.8K +468 +118%
APW
1982
Acima Private Wealth
Virginia
$38K – – –
PWP
1983
Personal Wealth Partners
Minnesota
$36K – – –
POIA
1984
Pin Oak Investment Advisors
Texas
$36K – – –
RIA
1985
RPG Investment Advisory
California
$36K – – –
PCA
1986
Peddock Capital Advisors
Massachusetts
$36K +$35.6K +800 New
PA
1987
PSI Advisors
Florida
$36K +$35.7K +801 New
CCM
1988
Cribstone Capital Management
Maine
$35K -$20K -450 -36%
FEG
1989
Financial Enhancement Group
Indiana
$34K – – –
EWA
1990
Evolution Wealth Advisors
Florida
$34K +$13.2K +296 +64%
FWM
1991
Filbrandt Wealth Management
Wisconsin
$34K +$34.1K +766 New
CWM
1992
Cranbrook Wealth Management
Michigan
$33K – – –
OAJ
1993
Ogorek Anthony Joseph
New York
$32K +$16.6K +373 +104%
TA
1994
TFG Advisers
Michigan
$32K +$32.6K +732 New
BCA
1995
Bray Capital Advisors
Florida
$31K – – –
BC
1996
Barnett & Company
Tennessee
$31K +$24.6K +552 +428%
DI
1997
Disciplined Investments
Oklahoma
$31K +$30.4K +684 New
BDWM
1998
Brewin Dolphin Wealth Management
Ireland
$30.5K – – –
CWA
1999
Capital Wealth Alliance
Arizona
$30K +$30.5K +686 New
SL
2000
Salomon & Ludwin
Virginia
$28K -$2.36K -53 -8%
78 79
80
81 82