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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1976
J.L. Bainbridge & Co
Florida
$478K +$5.27K +54 +1%
SP
1977
Successful Portfolios
Florida
$477K +$11.2K +115 +3%
EIP
1978
Ellis Investment Partners
Pennsylvania
$475K -$68.5K -701 -13%
AP
1979
Atwood & Palmer
Missouri
$475K +$3.61K +37 +0.8%
CRI
1980
Colonial River Investments
Virginia
$472K -$47K -481 -10%
CA
1981
CGN Advisors
Kansas
$472K +$2.54K +26 +0.6%
GG
1982
Golden Green
South Carolina
$472K +$440K +4,505 New
CCIA
1983
Campbell & Co Investment Adviser
Maryland
$471K +$439K +4,493 New
KOMWMG
1984
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$469K +$40K +410 +10%
FFG
1985
Frisch Financial Group
New York
$468K -$9.57K -98 -2%
DAM
1986
Diamant Asset Management
Connecticut
$465K – – –
RCG
1987
Rock Creek Group
District of Columbia
$464K -$94.8K -971 -18%
RFA
1988
Reilly Financial Advisors
California
$463K +$27.7K +284 +7%
BWLSA
1989
Blue Water Life Science Advisors
California
$463K +$432K +4,420 New
SWM
1990
Salvus Wealth Management
New Jersey
$461K +$42.1K +431 +11%
CCP
1991
Cardan Capital Partners
Colorado
$460K +$15.6K +160 +4%
AA
1992
AF Advisors
California
$458K -$273K -2,800 -39%
HA
1993
Harbor Advisors
Florida
$458K – – –
LSAG
1994
Lake Street Advisors Group
New Hampshire
$456K +$3.22K +33 +0.8%
ARG
1995
Advisory Resource Group
Oklahoma
$455K -$9.77K -100 -2%
EWM
1996
EPG Wealth Management
Georgia
$455K +$424K +4,340 New
RW
1997
Rede Wealth
Virginia
$454K +$33.3K +341 +9%
PWAG
1998
Polaris Wealth Advisory Group
California
$454K +$81.5K +835 +23%
GCP
1999
GSA Capital Partners
United Kingdom
$453K -$38.4K -393 -8%
SWM
2000
Sugarloaf Wealth Management
Georgia
$445K +$53.1K +544 +15%
78 79
80
81 82