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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1976
Heritage Wealth Management (Ohio)
Ohio
$1.53M +$1.35M +1,732 New
CFP
1977
Cascade Financial Partners
California
$1.53M +$3.9K +5 +0.3%
KIC
1978
Keating Investment Counselors
Florida
$1.52M -$398K -510 -22%
PCA
1979
Peddock Capital Advisors
Massachusetts
$1.52M +$9.36K +12 +0.7%
ATS
1980
Ashton Thomas Securities
New York
$1.52M +$1.33M +1,709 New
SFG
1981
Sovereign Financial Group
Connecticut
$1.51M +$14.8K +19 +1%
SWM
1982
Silverlake Wealth Management
Vermont
$1.51M +$303K +388 +28%
MA
1983
MJP Associates
Connecticut
$1.5M -$165K -211 -11%
PWM
1984
Prentice Wealth Management
New York
$1.5M -$2.34K -3 -0.2%
RCM
1985
Riverpark Capital Management
New York
$1.5M – – –
KA
1986
KLCM Advisors
Wisconsin
$1.5M +$113K +145 +9%
PCWA
1987
Pacific Capital Wealth Advisors
California
$1.5M +$42.1K +54 +3%
DDPIC
1988
Deroy & Devereaux Private Investment Counsel
Michigan
$1.5M – – –
MP
1989
Munro Partners
Australia
$1.5M -$2.33M -2,980 -63%
AWCI
1990
Alpine Woods Capital Investors
New York
$1.49M +$251K +322 +22%
GCM
1991
Gladius Capital Management
Illinois
$1.48M +$739K +947 +118%
GWWM
1992
Great Waters Wealth Management
Minnesota
$1.48M +$14K +18 +1%
AWE
1993
Avidian Wealth Enterprises
Texas
$1.48M +$108K +139 +9%
LFA
1994
Legacy Financial Advisors
Kentucky
$1.48M +$13.3K +17 +1%
WG
1995
Welch Group
Alabama
$1.48M +$6.24K +8 +0.5%
WHC
1996
Wulff, Hansen & Co
California
$1.47M +$195K +250 +17%
SCG
1997
Sonata Capital Group
Washington
$1.47M -$3.9K -5 -0.3%
LCOV
1998
London Company of Virginia
Virginia
$1.47M – – –
9WM
1999
9258 Wealth Management
Ohio
$1.46M -$34.3K -44 -2%
OLVIG
2000
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46M -$32K -41 -2%
78 79
80
81 82