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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1976
GeoWealth Management
Illinois
$104K +$75.4K +620 +243%
WWP
1977
WR Wealth Planners
Missouri
$103K +$122 +1 +0.1%
3IP
1978
3Chopt Investment Partners
Virginia
$103K +$105K +866 New
DWMG
1979
DB Wealth Management Group
California
$103K – – –
LD
1980
Lipe & Dalton
New York
$102K – – –
LFA
1981
Legend Financial Advisors
Pennsylvania
$101K -$30.4K -250 -23%
PP
1982
Pacifica Partners
Canada
$100K – – –
AWM
1983
Atticus Wealth Management
Florida
$99.9K -$16.2K -133 -14%
SCM
1984
Silvant Capital Management
Georgia
$99.9K – – –
MWM
1985
MinichMacGregor Wealth Management
New York
$99.9K +$103K +846 New
CHA
1986
Carmichael Hill & Associates
Maryland
$97.8K -$9.97K -82 -9%
Q
1987
QVR
California
$95.8K +$98.7K +812 New
GEA
1988
Glen Eagle Advisors
New Jersey
$95K +$3.89K +32 +4%
LIM
1989
Lagoda Investment Management
New York
$94.4K – – –
TFS
1990
TrustCore Financial Services
Tennessee
$94K +$17.6K +145 +22%
CT
1991
Clearstead Trust
Maine
$92K +$76.2K +627 +418%
UCB
1992
United Community Bank
South Carolina
$90.4K -$14.6K -120 -14%
CLOS
1993
Compagnie Lombard Odier SCmA
Switzerland
$90K -$77.8K -640 -46%
AIC
1994
Archer Investment Corporation
Indiana
$89.4K – – –
CFG
1995
CKW Financial Group
Hawaii
$89K -$48.6K -400 -35%
TC
1996
Trust Company
Kansas
$88K -$5.71K -47 -6%
CDIA
1997
Capital Directions Investment Advisors
Georgia
$85K +$87.5K +720 New
YAL
1998
Your Advocates Ltd
Texas
$84.8K – – –
CG
1999
Cutler Group
California
$83K -$1.32M -10,836 -94%
CAM
2000
Costello Asset Management
Pennsylvania
$82.6K – – –
78 79
80
81 82