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Name Holding Trade Value Shares
Change
Change in
Stake
WBCM
1976
Wilson & Boucher Capital Management
California
$842K
CIM
1977
CIM Investment Management
Pennsylvania
$842K -$20.3K -377 -2%
MMA
1978
Miracle Mile Advisors
California
$842K +$24.1K +447 +3%
EWA
1979
Encompass Wealth Advisors
Oregon
$840K -$6.96K -129 -0.8%
HCM
1980
Howland Capital Management
Massachusetts
$839K -$40K -741 -5%
DAM
1981
Delta Asset Management
Tennessee
$839K -$5.39K -100 -0.6%
MFWP
1982
Mosaic Family Wealth Partners
Missouri
$838K +$54 +1 +0%
LCM
1983
LCM Capital Management
Illinois
$835K +$16.8K +311 +2%
MF
1984
Meridian Financial
Massachusetts
$834K +$54 +1 +0%
WP
1985
WealthSpring Partners
California
$834K +$33.2K +616 +4%
GWANC
1986
Guardian Wealth Advisors (North Carolina)
North Carolina
$833K +$11.9K +221 +1%
LOIP
1987
Live Oak Investment Partners
Texas
$833K
MWM
1988
Madison Wealth Management
Ohio
$832K -$13.8K -255 -2%
WA
1989
Wealth Architects
California
$832K -$6.21K -115 -0.7%
IP
1990
Ignite Planners
California
$831K +$8.74K +162 +1%
SQA
1991
Simon Quick Advisors
New Jersey
$830K +$50.7K +939 +6%
FBB
1992
Fulton Breakefield Broenniman
Maryland
$829K +$225K +4,170 +37%
AGWCA
1993
Annis Gardner Whiting Capital Advisors
Florida
$828K +$831K +15,401 New
MIS
1994
Morningstar Investment Services
Illinois
$827K +$192K +3,567 +30%
BA
1995
Bristlecone Advisors
Washington
$827K
VC
1996
Vicus Capital
Pennsylvania
$826K +$58.1K +1,077 +8%
TBWA
1997
Three Bridge Wealth Advisors
California
$825K -$123K -2,275 -13%
CAM
1998
Campion Asset Management
Virginia
$824K
NL
1999
Navalign LLC
California
$824K -$18.5K -342 -2%
FWP
2000
FAS Wealth Partners
Kansas
$823K -$42.4K -785 -5%