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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1976
Outfitter Financial
Maine
$692K – – –
TFA
1977
Teamwork Financial Advisors
Texas
$692K +$141K +1,238 +27%
MIM
1978
Meixler Investment Management
Arizona
$692K +$670K +5,895 New
MFW
1979
Mosaic Family Wealth
Missouri
$691K +$39.4K +347 +6%
AFS
1980
Axiom Financial Strategies
Indiana
$688K -$9.54K -84 -1%
CFO
1981
CVA Family Office
Colorado
$688K +$156K +1,371 +31%
OFS
1982
Orrstown Financial Services
Pennsylvania
$687K -$10.2K -90 -2%
MWM
1983
Merriman Wealth Management
Washington
$687K +$70.9K +624 +12%
HAS
1984
HBW Advisory Services
California
$686K +$195K +1,714 +41%
WCG
1985
Weaver Consulting Group
California
$684K +$15.6K +137 +2%
PAMP
1986
Polar Asset Management Partners
Ontario, Canada
$677K -$5.91K -52 -0.9%
BWCS
1987
Beirne Wealth Consulting Services
Connecticut
$677K – – –
NCM
1988
NCM Capital Management
New Jersey
$677K +$655K +5,770 New
AWM
1989
Accurate Wealth Management
Florida
$676K +$30.3K +267 +5%
SA
1990
Shilanski & Associates
Alaska
$674K -$90.8K -799 -12%
ERWM
1991
Elk River Wealth Management
Colorado
$674K +$19.2K +169 +3%
WAL
1992
W Advisors LLC
Tennessee
$674K +$653K +5,750 New
SAMT
1993
Select Asset Management & Trust
Pennsylvania
$673K – – –
EW
1994
Evoke Wealth
California
$670K -$40.8K -359 -6%
KFC
1995
Klingenstein Fields & Co
New York
$669K -$408K -3,593 -39%
BHC
1996
Bowen Hanes & Co
Florida
$669K -$369K -3,250 -36%
6F
1997
626 Financial
Michigan
$669K +$647K +5,697 New
PA
1998
PSI Advisors
Florida
$666K -$31.6K -278 -5%
MCA
1999
Millennium Capital Advisors
Arkansas
$665K +$644K +5,670 New
SFS
2000
Stiles Financial Services
Minnesota
$665K +$643K +5,664 New
78 79
80
81 82