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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1976
Lake Street Advisors Group
New Hampshire
$365K +$113K +1,401 +48%
AWM
1977
Act Wealth Management
Texas
$364K +$349K +4,311 New
DCM
1978
Donaldson Capital Management
Indiana
$364K +$349K +4,313 New
VCM
1979
Vivaldi Capital Management
Illinois
$362K – – –
NF
1980
Nikulski Financial
Iowa
$361K -$53.4K -660 -13%
LFA
1981
Landmark Financial Advisors
Kentucky
$360K +$30.4K +375 +11%
ACM
1982
Alta Capital Management
Utah
$359K -$368K -4,543 -52%
DDC
1983
DF Dent & Co
Maryland
$358K – – –
LB
1984
Leo Brokerage
Texas
$358K +$37.2K +459 +12%
CCP
1985
Cardan Capital Partners
Colorado
$357K -$88.6K -1,094 -21%
DI
1986
DFPG Investments
Utah
$357K -$7.13K -88 -2%
GAAM
1987
Guinness Atkinson Asset Management
California
$356K -$22.7K -280 -6%
TGAM
1988
TBH Global Asset Management
Tennessee
$356K +$1.54K +19 +0.5%
DWM
1989
Defined Wealth Management
Oregon
$356K +$341K +4,214 New
IFG
1990
Investors Financial Group
Minnesota
$355K +$2.59K +32 +0.8%
NFG
1991
Nations Financial Group
Iowa
$355K +$2.67K +33 +0.8%
LCWP
1992
Legacy Capital Wealth Partners
Arkansas
$355K +$340K +4,202 New
AM
1993
Atwater Malick
Pennsylvania
$354K -$13.4K -166 -4%
HAM
1994
Hammer Asset Management
California
$353K -$72.8K -899 -18%
RPA
1995
Rock Point Advisors
Vermont
$353K +$1.94K +24 +0.6%
GWM
1996
Gray Wealth Management
Maine
$352K -$115K -1,426 -25%
CWM
1997
Cabot Wealth Management
Massachusetts
$352K -$48.3K -596 -12%
PCMM
1998
Piedmont Capital Management (Montana)
Montana
$352K +$337K +4,162 New
SMA
1999
Sage Mountain Advisors
Georgia
$352K +$338K +4,171 New
PFGIA
2000
Patriot Financial Group Insurance Agency
Massachusetts
$351K +$176K +2,168 +109%
78 79
80
81 82