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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1976
Pinnacle Holdings
Oklahoma
$775K -$195 -4 -0%
FI
1977
Financial Insights
Washington
$775K +$346K +7,078 +91%
JSC
1978
Jackson Square Capital
California
$774K -$285K -5,831 -28%
ZIG
1979
Zullo Investment Group
Pennsylvania
$773K -$3.76K -77 -0.5%
TT
1980
TI-Trust
Illinois
$772K +$6.1K +125 +0.9%
DAC
1981
Dividend Assets Capital
South Carolina
$770K – – –
CF
1982
Copperwynd Financial
Arizona
$765K +$8.06K +165 +1%
MWPCG
1983
Measured Wealth Private Client Group
New Hampshire
$764K -$36.7K -752 -5%
JAFL
1984
Jay A. Fishman Ltd
Michigan
$763K -$24.4K -500 -3%
PL
1985
Plancorp LLC
Missouri
$762K -$1.61K -33 -0.2%
AI
1986
ArchPoint Investors
Florida
$762K – – –
AWM
1987
Aberdeen Wealth Management
Illinois
$760K +$244 +5 +0%
BV
1988
Boxwood Ventures
Illinois
$760K – – –
FHC
1989
Forest Hill Capital
Arkansas
$760K – – –
TL
1990
Tradewinds LLC
North Carolina
$758K +$708K +14,505 New
ADMI
1991
Albert D. Mason Inc
Massachusetts
$758K -$1.17K -24 -0.2%
SLT
1992
St Louis Trust
Missouri
$753K – – –
LK
1993
Lumbard & Kellner
New Hampshire
$752K +$588K +12,039 +486%
WP
1994
WealthSpring Partners
California
$749K +$1.76K +36 +0.3%
BWA
1995
Blodgett Wealth Advisors
California
$744K -$33.6K -689 -5%
GWANC
1996
Guardian Wealth Advisors (North Carolina)
North Carolina
$744K +$120K +2,457 +21%
RCS
1997
Retirement Capital Strategies
California
$742K – – –
VFA
1998
Voya Financial Advisors
Connecticut
$742K +$61.5K +1,259 +10%
BBA
1999
Baader Bank Aktiengesellschaft
Germany
$739K +$14.3K +292 +2%
CCM
2000
Chilton Capital Management
Texas
$739K +$58.5K +1,198 +9%
78 79
80
81 82