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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
1976
Retirement Capital Strategies
California
$675K – – –
OFG
1977
Oxford Financial Group
Indiana
$674K +$183K +3,855 +37%
CWA
1978
Clarity Wealth Advisors
California
$673K -$8.69K -183 -1%
IWA
1979
Invera Wealth Advisors
Oregon
$673K +$170K +3,578 +33%
CWM
1980
Calamos Wealth Management
Illinois
$672K -$60K -1,264 -8%
SC
1981
Steph & Co
Wisconsin
$672K +$3.04K +64 +0.5%
PH
1982
Pinnacle Holdings
Oklahoma
$670K +$142 +3 +0%
RCI
1983
RS Crum Inc
California
$669K -$22.7K -478 -3%
RZH
1984
Relyea Zuckerberg Hanson
Connecticut
$668K +$28.1K +592 +4%
HGWM
1985
Horst & Graben Wealth Management
Oregon
$668K -$25.1K -529 -4%
BCM
1986
Boltwood Capital Management
California
$667K -$9.5K -200 -1%
PPWP
1987
Premier Path Wealth Partners
New Jersey
$666K -$78.7K -1,657 -11%
CCMT
1988
CMT Capital Markets Trading
Germany
$665K +$665K +14,000 New
SMC
1989
Smith, Moore & Co
Missouri
$665K -$3.89K -82 -0.6%
PBO
1990
Peoples Bank (Ohio)
Ohio
$663K +$169K +3,552 +34%
DWM
1991
Destination Wealth Management
California
$663K -$174K -3,655 -21%
APG
1992
Abacus Planning Group
South Carolina
$663K -$28.8K -607 -4%
RC
1993
Roundview Capital
New Jersey
$661K +$71.4K +1,504 +12%
FWM
1994
Finer Wealth Management
Massachusetts
$661K -$196K -4,136 -23%
GITFIT
1995
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$660K +$38K +800 +6%
ICP
1996
Interchange Capital Partners
Pennsylvania
$658K +$228K +4,804 +53%
IP
1997
Investment Partners
Ohio
$658K -$403K -8,498 -38%
PP
1998
Patron Partners
Texas
$657K -$61.2K -1,288 -9%
KCM
1999
KRS Capital Management
Michigan
$657K -$108K -2,274 -14%
RSA
2000
River Street Advisors
Illinois
$657K +$19.2K +404 +3%
78 79
80
81 82