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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1976
Heritage Wealth Management (Arizona)
Arizona
$822K +$831K +16,272 New
GA
1977
Geller Advisors
New York
$822K -$82.1K -1,607 -9%
V
1978
ViaWealth
Kansas
$822K – – –
OWA
1979
Outlook Wealth Advisors
Texas
$819K -$177K -3,466 -18%
CCFCSB
1980
Cape Cod Five Cents Savings Bank
Massachusetts
$809K -$894K -17,499 -52%
ADMI
1981
Albert D. Mason Inc
Massachusetts
$806K -$511 -10 -0.1%
AFC
1982
AFT Forsyth & Company
Florida
$805K +$10.2K +200 +1%
PTCG
1983
Pring Turner Capital Group
California
$805K -$112K -2,193 -12%
HIM
1984
Hillsdale Investment Management
Ontario, Canada
$804K -$131K -2,570 -14%
MF
1985
Meridian Financial
Massachusetts
$804K +$20.4K +400 +3%
DAM
1986
Delta Asset Management
Tennessee
$800K +$12.1K +237 +2%
EFA
1987
Evernest Financial Advisors
Indiana
$797K +$806K +15,776 New
EWA
1988
Encompass Wealth Advisors
Oregon
$797K +$7.71K +151 +1%
NL
1989
Navalign LLC
California
$793K +$19.2K +376 +2%
DIM
1990
Delta Investment Management
California
$793K +$199K +3,902 +33%
UAML
1991
US Asset Management LLC
Pennsylvania
$793K +$802K +15,702 New
AIM
1992
Allen Investment Management
New York
$793K +$35.3K +690 +5%
FWP
1993
FAS Wealth Partners
Kansas
$792K +$19.4K +380 +2%
STAS
1994
Strong Tower Advisory Services
Minnesota
$791K +$42.6K +834 +6%
CAM
1995
Covenant Asset Management
New Jersey
$791K -$113K -2,215 -12%
BAM
1996
Bosun Asset Management
Illinois
$791K -$18.2K -357 -2%
CIM
1997
CIM Investment Management
Pennsylvania
$791K – – –
GAA
1998
Green Alpha Advisors
Colorado
$790K -$87.5K -1,713 -10%
LMKC
1999
L.M. Kohn & Company
Ohio
$789K +$68.9K +1,348 +9%
VWM
2000
Vivid Wealth Management
Iowa
$788K +$797K +15,593 New
78 79
80
81 82