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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1976
Phraction Management
Connecticut
$231K – – –
WW
1977
Waterfront Wealth
Kansas
$231K -$8.08K -81 -4%
WA
1978
Waddell & Associates
Tennessee
$231K – – –
WPC
1979
Waters Parkerson & Co
Louisiana
$231K – – –
LFGO
1980
Legacy Financial Group (Oklahoma)
Oklahoma
$230K -$1.6K -16 -0.7%
KWMG
1981
King Wealth Management Group
Florida
$230K -$6.28K -63 -3%
GHAM
1982
Gilman Hill Asset Management
Connecticut
$230K – – –
CA
1983
Continuum Advisory
Idaho
$229K +$3.99K +40 +2%
BFP
1984
Briaud Financial Planning
Texas
$229K – – –
LIM
1985
Loudon Investment Management
New Hampshire
$229K – – –
CNBTD
1986
Citizens National Bank Trust Department
Mississippi
$229K +$12.6K +126 +6%
MWA
1987
Midland Wealth Advisors
Illinois
$228K -$93.4K -937 -30%
NFC
1988
Northstar Financial Companies
Pennsylvania
$227K -$7.68K -77 -3%
PA
1989
PFW Advisors
Georgia
$227K +$7.08K +71 +3%
AW
1990
Avion Wealth
Texas
$227K – – –
AI
1991
Accredited Investors
Minnesota
$227K +$8.18K +82 +4%
B
1992
Bensler
Washington
$226K -$4.09K -41 -2%
DI
1993
Disciplined Investors
Texas
$226K +$5.58K +56 +3%
CRC
1994
Curi RMB Capital
Illinois
$225K -$695K -6,967 -76%
PWA
1995
Providence Wealth Advisors
Illinois
$225K +$214K +2,146 New
SCM
1996
Spring Capital Management
Texas
$225K +$7.48K +75 +4%
CLOS
1997
Compagnie Lombard Odier SCmA
Switzerland
$224K -$15K -150 -7%
BA
1998
Bellwether Advisors
Nebraska
$224K – – –
GG
1999
GenWealth Group
New Jersey
$224K – – –
MSWM
2000
Master's Wealth Management
Pennsylvania
$224K +$10.8K +108 +5%
78 79
80
81 82