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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1976
Silvia McColl Wealth Management
California
$1.87M +$6.34K +7 +0.3%
BPC
1977
Bearing Point Capital
Minnesota
$1.87M +$27.2K +30 +1%
AA
1978
Altman Advisors
Illinois
$1.87M +$7.25K +8 +0.4%
PL
1979
Plancorp LLC
Missouri
$1.86M -$60.7K -67 -3%
CRCM
1980
Crystal Rock Capital Management
Illinois
$1.86M – – –
TFA
1981
Toth Financial Advisory
Virginia
$1.84M +$261K +288 +16%
CFIA
1982
Cantor Fitzgerald Investment Advisors
New York
$1.84M – – –
DAM
1983
Delta Asset Management
Tennessee
$1.84M -$8.16K -9 -0.4%
PGCM
1984
Prescott Group Capital Management
Oklahoma
$1.84M – – –
WP
1985
WealthSpring Partners
California
$1.83M +$1.92M +2,124 New
FFO
1986
Fortitude Family Office
Arizona
$1.83M -$13.6K -15 -0.7%
LAIC
1987
Lederer & Associates Investment Counsel
California
$1.83M -$115K -127 -6%
SW
1988
SkyOak Wealth
Michigan
$1.82M -$18.1K -20 -0.9%
MWP
1989
Madison Wealth Partners
Wisconsin
$1.82M +$783K +864 +69%
CWA
1990
Canvas Wealth Advisors
Kansas
$1.82M +$310K +342 +19%
WOSD
1991
WFA of San Diego
California
$1.82M -$28.1K -31 -1%
CA
1992
Claro Advisors
Massachusetts
$1.81M +$91.5K +101 +5%
SFG
1993
Strive Financial Group
Indiana
$1.81M +$1.91M +2,104 New
TPI
1994
Trust Point Inc
Wisconsin
$1.81M -$87K -96 -4%
IP
1995
Investment Partners
Ohio
$1.81M +$5.44K +6 +0.3%
DI
1996
Decision Investments
California
$1.81M +$1.9M +2,097 New
WQ
1997
Wealth Quarterback
New Jersey
$1.81M +$21.7K +24 +1%
CWM
1998
Centurion Wealth Management
Virginia
$1.81M +$46.2K +51 +2%
WSCM
1999
Wellington Shields Capital Management
New York
$1.81M -$45.3K -50 -2%
RFP
2000
Root Financial Partners
California
$1.8M -$56.2K -62 -3%
78 79
80
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