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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1976
Probity Advisors
Texas
$574K +$6.95K +59 +1%
AFIA
1977
America First Investment Advisors
Nebraska
$573K – – –
CWM
1978
Cabot Wealth Management
Massachusetts
$572K -$34.9K -296 -6%
AP
1979
Atwood & Palmer
Missouri
$572K -$23.6K -200 -4%
RMSCM
1980
R.M. Sincerbeaux Capital Management
New York
$572K – – –
OPTFSNA
1981
Old Point Trust & Financial Services N A
Virginia
$570K – – –
LSAG
1982
Lake Street Advisors Group
New Hampshire
$568K -$31.6K -268 -5%
SBL
1983
Sargent Bickham Lagudis
Colorado
$567K +$56.3K +478 +11%
PFA
1984
Pathway Financial Advisors
Vermont
$567K +$276K +2,342 +88%
WA
1985
Wealthstar Advisors
Texas
$564K -$194K -1,648 -26%
BBA
1986
Braun-Bostich & Associates
Pennsylvania
$564K +$103K +877 +23%
BWA
1987
Beam Wealth Advisors
Louisiana
$563K +$550K +4,673 New
MWM
1988
Modera Wealth Management
New Jersey
$562K -$43.7K -371 -7%
MCWA
1989
Meadow Creek Wealth Advisors
Georgia
$561K +$548K +4,651 New
HFAS
1990
Hummer Financial Advisory Services
Illinois
$560K +$547K +4,648 New
BWP
1991
BSW Wealth Partners
Colorado
$559K -$942 -8 -0.2%
CBFP
1992
Cedar Brook Financial Partners
Ohio
$558K -$85.2K -723 -13%
WAG
1993
Winthrop Advisory Group
Massachusetts
$557K -$9.07K -77 -2%
SCI
1994
Stableford Capital II
Arizona
$556K -$118K -1,002 -18%
PP
1995
Pacifica Partners
Canada
$556K +$544K +4,616 New
HI
1996
Hendershot Investments
Virginia
$555K +$247K +2,101 +84%
ACH
1997
ArrowMark Colorado Holdings
Colorado
$554K – – –
CHP
1998
Cable Hill Partners
Oregon
$552K +$102K +870 +23%
SIC
1999
Samalin Investment Counsel
New York
$552K +$540K +4,585 New
SRSA
2000
S.R. Schill & Associates
Washington
$551K -$95.5K -811 -15%
78 79
80
81 82