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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1976
Austin Private Wealth
Texas
$905K +$3.51K +23 +0.4%
TWP
1977
Total Wealth Planning
Ohio
$905K +$11.4K +75 +1%
CNBT
1978
Cornerstone National Bank & Trust
Illinois
$904K +$11.9K +78 +1%
AWM
1979
Aberdeen Wealth Management
Illinois
$902K – – –
PFA
1980
Pure Financial Advisors
California
$900K +$85.7K +562 +10%
CBFP
1981
Cedar Brook Financial Partners
Ohio
$897K -$50K -328 -5%
CHP
1982
Cable Hill Partners
Oregon
$895K -$9.76K -64 -1%
SFP
1983
Sandbox Financial Partners
Maryland
$895K +$34.3K +225 +4%
TIA
1984
Traphagen Investment Advisors
New Jersey
$895K +$216K +1,419 +30%
CSB
1985
City State Bank
Iowa
$894K -$23.6K -155 -2%
FHC
1986
First Heartland Consultants
Missouri
$893K +$22.3K +146 +2%
LAS
1987
LWM Advisory Services
Florida
$893K +$83K +544 +10%
CPC
1988
Cookson Peirce & Co
Pennsylvania
$891K -$23.6K -155 -2%
SWA
1989
SOA Wealth Advisors
New York
$884K -$50.6K -332 -5%
MCA
1990
Millennium Capital Advisors
Arkansas
$881K +$1.22K +8 +0.1%
CCM
1991
Chickasaw Capital Management
Tennessee
$881K – – –
VBFG
1992
Vishria Bird Financial Group
Tennessee
$881K – – –
CG
1993
Corundum Group
Colorado
$877K +$36.6K +240 +4%
WAL
1994
W Advisors LLC
Tennessee
$874K +$763 +5 +0.1%
NRI
1995
NFP Retirement Inc
California
$873K -$47.4K -311 -5%
GAAM
1996
Guinness Atkinson Asset Management
California
$872K -$24.9K -163 -3%
CGA
1997
Crescent Grove Advisors
Illinois
$872K +$59.6K +391 +7%
IGGA
1998
Iron Gate Global Advisors
Utah
$862K -$15.9K -104 -2%
PAWC
1999
P.A.W. Capital
Connecticut
$862K – – –
AP
2000
Appleton Partners
Massachusetts
$862K +$82.5K +541 +10%
78 79
80
81 82