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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1976
M3 Advisory Group
Massachusetts
$438K +$25.9K +101 +7%
WG
1977
Welch Group
Alabama
$437K +$184K +718 +82%
LWM
1978
LJI Wealth Management
Indiana
$437K -$4.1K -16 -1%
OWMIAS
1979
One Wealth Management Investment & Advisory Services
Florida
$435K -$1.35M -5,270 -77%
CH
1980
Canton Hathaway
Rhode Island
$435K +$128K +500 +46%
SA
1981
Strategic Advocates
Utah
$434K -$2.4M -9,359 -86%
BB
1982
Busey Bank
Illinois
$432K -$8.2K -32 -2%
JCM
1983
Jacobsen Capital Management
Utah
$432K +$45.1K +176 +13%
BMC
1984
Beaton Management Company
Massachusetts
$431K – – –
OW
1985
Olistico Wealth
Oklahoma
$430K – – –
RA
1986
Ransom Advisory
Rhode Island
$429K -$44.8K -175 -10%
NHC
1987
Nicholas Hoffman & Company
Georgia
$428K +$5.63K +22 +1%
AF
1988
Apexium Financial
Texas
$428K -$11K -43 -3%
JFA
1989
JNBA Financial Advisors
Minnesota
$428K -$8.96K -35 -2%
DWA
1990
Dougherty Wealth Advisers
Minnesota
$424K – – –
WP
1991
WMS Partners
Maryland
$422K +$11K +43 +3%
WIA
1992
Wetzel Investment Advisors
Indiana
$420K +$51K +199 +15%
AO
1993
Advisor OS
Illinois
$419K -$25.9K -101 -6%
HAM
1994
Harmony Asset Management
Arizona
$419K +$53.5K +209 +16%
FSA
1995
Fort Sheridan Advisors
Illinois
$419K – – –
RFO
1996
RiverGlades Family Offices
Florida
$417K – – –
TSWM
1997
Tyler-Stone Wealth Management
Ohio
$417K +$217K +849 +126%
SIM
1998
SSI Investment Management
California
$414K -$256 -1 -0.1%
MCI
1999
MRP Capital Investments
Georgia
$413K -$30.5K -119 -7%
WA
2000
Waddell & Associates
Tennessee
$412K -$4.1K -16 -1%
78 79
80
81 82