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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1976
Patriot Financial Group Insurance Agency
Massachusetts
$804K -$237K -4,187 -23%
TC
1977
Truvestments Capital
Florida
$804K -$2.94K -52 -0.4%
SLT
1978
St Louis Trust
Missouri
$803K – – –
MMA
1979
Miracle Mile Advisors
California
$801K -$141K -2,484 -15%
TWP
1980
Tempus Wealth Planning
California
$800K -$77.1K -1,363 -9%
ADMI
1981
Albert D. Mason Inc
Massachusetts
$800K -$28.3K -500 -3%
RFA
1982
Resurgent Financial Advisors
Georgia
$798K +$273K +4,833 +51%
PJSIMP
1983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$792K +$4.58K +81 +0.5%
SIC
1984
Sterling Investment Counsel
New York
$791K +$247K +4,368 +45%
VC
1985
Veracity Capital
Georgia
$790K +$146K +2,585 +22%
CL
1986
COWA LLC
Oklahoma
$789K – – –
RG
1987
Rathbones Group
United Kingdom
$788K +$6.79K +120 +0.9%
AIM
1988
Acropolis Investment Management
Missouri
$786K +$128K +2,254 +19%
ML
1989
McAdam LLC
Pennsylvania
$785K -$1.98K -35 -0.2%
JSW
1990
Journey Strategic Wealth
New Jersey
$784K +$21.1K +373 +3%
KJWM
1991
Kiley Juergens Wealth Management
Washington
$781K -$286K -5,063 -27%
KCM
1992
Kathmere Capital Management
Pennsylvania
$780K +$584K +10,313 +281%
DAC
1993
Dividend Assets Capital
South Carolina
$779K – – –
CWA
1994
Clearview Wealth Advisors
Oregon
$779K +$39.1K +691 +5%
QPWM
1995
Quadrant Private Wealth Management
Pennsylvania
$776K -$23.3K -412 -3%
JIC
1996
Joel Isaacson & Co
New York
$775K -$40.8K -721 -5%
TT
1997
TI-Trust
Illinois
$775K – – –
KCM
1998
KRS Capital Management
Michigan
$775K +$18.2K +321 +2%
CCS
1999
Concentric Capital Strategies
Connecticut
$775K +$787K +13,900 New
GAG
2000
GM Advisory Group
New York
$773K -$10.9K -193 -1%
78 79
80
81 82