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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1976
Appleton Partners
Massachusetts
$503K -$58.5K -232 -10%
TVAMP
1977
Tennessee Valley Asset Management Partners
Tennessee
$503K +$66.3K +263 +14%
BOJHT
1978
Bank of Jackson Hole Trust
Wyoming
$502K +$380K +1,505 +246%
RCM
1979
Requisite Capital Management
Texas
$501K +$532K +2,110 New
WCFA
1980
Walkner Condon Financial Advisors
Wisconsin
$501K -$38.6K -153 -7%
CWA
1981
Consilio Wealth Advisors
Washington
$499K +$6.3K +25 +1%
NRC
1982
New Republic Capital
North Carolina
$498K +$32K +127 +6%
PIC
1983
Portland Investment Counsel
Ontario, Canada
$498K +$530K +2,102 New
VCM
1984
Versant Capital Management
Arizona
$497K -$124K -493 -19%
OBWG
1985
Onyx Bridge Wealth Group
New York
$496K +$192K +762 +57%
PP
1986
Patron Partners
Texas
$494K -$53.2K -211 -9%
SWA
1987
Serenus Wealth Advisors
California
$492K +$524K +2,077 New
RPWA
1988
Regent Peak Wealth Advisors
Georgia
$492K +$523K +2,074 New
BOH
1989
Bank of Hawaii
Hawaii
$491K -$23.5K -93 -4%
RC
1990
Rexford Capital
Texas
$490K +$7.31K +29 +1%
ISWM
1991
Independent Solutions Wealth Management
New York
$489K +$49.2K +195 +10%
LWM
1992
Latko Wealth Management
Illinois
$489K +$757 +3 +0.1%
PFGIA
1993
Patriot Financial Group Insurance Agency
Massachusetts
$488K -$963K -3,818 -65%
MG
1994
McHugh Group
Ohio
$486K -$50.4K -200 -9%
CWM
1995
Centurion Wealth Management
Virginia
$484K +$7.82K +31 +2%
ECM
1996
Element Capital Management
New York
$483K +$515K +2,040 New
SFG
1997
Synergy Financial Group
California
$482K +$12.1K +48 +2%
RCA
1998
Runnymede Capital Advisors
Ohio
$481K -$126K -500 -20%
NFA
1999
Northern Financial Advisors
Michigan
$481K +$76.7K +304 +18%
JWM
2000
Jeppson Wealth Management
California
$480K +$4.54K +18 +0.9%
78 79
80
81 82