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Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
1976
Novak & Powell Financial Services
Florida
$242K -$8.53K -72 -3%
BDFN
1977
Bond & Devick Financial Network
Minnesota
$242K – – –
CCM
1978
Crew Capital Management
Ohio
$242K – – –
MPIA
1979
Milestones Private Investment Advisors
New York
$241K – – –
BMWM
1980
Brown Miller Wealth Management
Virginia
$241K +$3.32K +28 +1%
AOWM
1981
Asset One Wealth Management
Washington
$240K +$15.6K +132 +7%
FP
1982
Fiduciary Planning
Florida
$240K – – –
KCP
1983
Kera Capital Partners
California
$239K -$4.38K -37 -2%
MWM
1984
Mindset Wealth Management
Indiana
$239K +$83K +700 +44%
FDS
1985
First Dallas Securities
Texas
$239K -$5.93K -50 -2%
PGWM
1986
Parisi Gray Wealth Management
New Jersey
$239K +$1.3K +11 +0.5%
PMWMG
1987
Parr McKnight Wealth Management Group
Minnesota
$239K – – –
EIA
1988
Edgemoor Investment Advisors
Maryland
$239K – – –
CPIA
1989
Cornell Pochily Investment Advisors
New York
$238K – – –
GHA
1990
Granite Harbor Advisors
Texas
$237K +$17.3K +146 +7%
HCWM
1991
Hidden Cove Wealth Management
Washington
$237K +$23K +194 +9%
JWS
1992
Juncture Wealth Strategies
Arizona
$237K -$44.9K -379 -14%
BCG
1993
Breakwater Capital Group
New Jersey
$237K +$15.3K +129 +6%
SFS
1994
Strategic Financial Services
New York
$236K – – –
GCA
1995
Gallagher Capital Advisors
Texas
$235K -$237 -2 -0.1%
WCCM
1996
Willow Creek Capital Management
Montana
$235K +$268K +2,260 New
LWA
1997
LifeGoal Wealth Advisors
New York
$235K -$28K -236 -9%
LCWP
1998
Legacy Capital Wealth Partners
Arkansas
$235K +$3.91K +33 +1%
DS
1999
DRW Securities
Illinois
$234K -$298K -2,515 -53%
VPW
2000
Vaquero Private Wealth
Texas
$234K +$267K +2,254 New
78 79
80
81 82