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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
WealthPLAN Partners
Nebraska
$56.8K +$58.7K +523 New
CCMW
1977
Cypress Capital Management (Wyoming)
Wyoming
$54.7K -$11.2K -100 -16%
MUS
1978
Mitsubishi UFJ Securities
Japan
$49K -$51.6K -460 -50%
FMA
1979
FNY Managed Accounts
New York
$47K +$49.5K +441 New
CYG
1980
Clean Yield Group
Vermont
$45K +$46.5K +415 New
FPTW
1981
Franklin, Parlapiano, Turner & Welch
Texas
$44K – – –
WCM
1982
Wealthcare Capital Management
Virginia
$44K +$11.2K +100 +32%
IF
1983
Ironwood Financial
Arizona
$40K – – –
HWP
1984
Hefty Wealth Partners
Indiana
$36K – – –
RBC
1985
Roble Belko & Company
Pennsylvania
$35K -$22.4K -200 -38%
OP
1986
Oldfield Partners
United Kingdom
$35K +$41.5K +370 New
AWMS
1987
Advocacy Wealth Management Services
Georgia
$34K -$1.91K -17 -5%
DSI
1988
Daiwa SB Investments
Japan
$28K +$22.4K +200 +333%
UWPG
1989
Ullmann Wealth Partners Group
Florida
$28K +$30.1K +268 New
BGC
1990
Blue Granite Capital
South Carolina
$27K – – –
SFPIA
1991
Stevens First Principles Investment Advisors
California
$27K – – –
CFA
1992
Camarda Financial Advisors
Florida
$26K -$33K -294 -55%
APSP
1993
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K +$336 +3 +1%
CWM
1994
Cranbrook Wealth Management
Michigan
$24K +$15K +134 +156%
GWA
1995
Guidant Wealth Advisors
Illinois
$22K +$22.8K +203 New
PS
1996
Portfolio Solutions
Michigan
$22K +$23.4K +209 New
LYV
1997
Live Your Vision
Pennsylvania
$21K – – –
TWMP
1998
Taylor Wealth Management Partners
Massachusetts
$21K – – –
WAS
1999
WESPAC Advisors SoCal
California
$20.7K – – –
CFS
2000
Commonwealth Financial Services
West Virginia
$19K +$2.24K +20 +13%
78 79
80
81 82