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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1976
Ford Financial Group
California
$434K -$26.1K -503 -5%
DDPIC
1977
Deroy & Devereaux Private Investment Counsel
Michigan
$433K – – –
SCM
1978
Silvant Capital Management
Georgia
$432K -$100K -1,927 -18%
FNBTCON
1979
First National Bank & Trust Co of Newtown
Pennsylvania
$432K -$9.36K -180 -2%
CW
1980
CreativeOne Wealth
Kansas
$432K +$76.2K +1,467 +20%
SVCP
1981
Silicon Valley Capital Partners
California
$431K +$54.4K +1,047 +14%
SCM
1982
Sandler Capital Management
New York
$430K – – –
NAMP
1983
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$428K -$27K -520 -6%
VFPI
1984
Vantage Financial Partners (Illinois)
Illinois
$428K -$468 -9 -0.1%
ABP
1985
Arthur B. Page
$426K -$1.3K -25 -0.3%
TFS
1986
TrustCore Financial Services
Tennessee
$426K +$9.3K +179 +2%
SSA
1987
Schonfeld Strategic Advisors
New York
$425K -$7.48M -143,899 -94%
DA
1988
Dillon & Associates
Michigan
$425K – – –
LWA
1989
Lenox Wealth Advisors
New York
$424K +$31.2K +601 +8%
CAC
1990
Certified Advisory Corp
Florida
$419K +$7.38K +142 +2%
FHC
1991
First Heartland Consultants
Missouri
$418K -$19.9K -383 -4%
F
1992
Filament
Washington
$417K +$106K +2,038 +32%
AIA
1993
Arbor Investment Advisors
North Carolina
$416K +$260 +5 +0.1%
DW
1994
Domani Wealth
Pennsylvania
$416K +$5.46K +105 +1%
MFS
1995
Madrona Financial Services
Washington
$415K – – –
MF
1996
Madrona Funds
Washington
$415K +$437K +8,403 New
OWP
1997
Obermeyer Wealth Partners
Colorado
$415K +$437K +8,403 New
LFA
1998
Legacy Financial Advisors
Kentucky
$413K +$19.9K +383 +5%
BFA
1999
Beaumont Financial Advisors
Massachusetts
$413K +$86K +1,654 +25%
BCM
2000
Brown Capital Management
Maryland
$412K – – –
78 79
80
81 82