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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1976
Addison Capital
Pennsylvania
$1.25M +$118K +742 +10%
AWS
1977
Aspen Wealth Strategies
Colorado
$1.25M -$21.2K -133 -2%
MLA
1978
My Legacy Advisors
Oregon
$1.25M -$19K -119 -1%
CA
1979
Calton & Associates
Florida
$1.24M -$168K -1,051 -12%
GWAG
1980
Garrett Wealth Advisory Group
Texas
$1.24M +$920K +5,770 +268%
PCP
1981
Proficio Capital Partners
Massachusetts
$1.24M +$46.9K +294 +4%
AIC
1982
Argus Investors Counsel
New York
$1.24M -$19.8K -124 -2%
AR
1983
Apeiron RIA
Texas
$1.24M +$5.9K +37 +0.5%
DA
1984
Doliver Advisors
Texas
$1.24M -$8.61K -54 -0.7%
OPTFSNA
1985
Old Point Trust & Financial Services N A
Virginia
$1.24M +$121K +759 +11%
EGA
1986
E&G Advisors
Texas
$1.24M – – –
MWM
1987
Mittelman Wealth Management
Massachusetts
$1.23M -$21K -132 -2%
AC
1988
Apella Capital
Connecticut
$1.23M +$78K +489 +6%
VC
1989
Vicus Capital
Pennsylvania
$1.23M -$37.8K -237 -3%
MPPLM
1990
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M -$660K -4,140 -35%
ACA
1991
Ackerman Capital Advisors
Texas
$1.22M +$15.9K +100 +1%
BFC
1992
Blue Fin Capital
Rhode Island
$1.22M -$2.87K -18 -0.2%
CPA
1993
Court Place Advisors
Maryland
$1.22M +$130K +815 +12%
WP
1994
WMS Partners
Maryland
$1.22M +$52.9K +332 +4%
AIMA
1995
Ables Iannone Moore & Associates
Georgia
$1.22M +$4.15K +26 +0.3%
WDA
1996
Wendell David Associates
New Hampshire
$1.22M – – –
RA
1997
Ransom Advisory
Rhode Island
$1.21M +$23.9K +150 +2%
WEG
1998
World Equity Group
Illinois
$1.21M -$1.13M -7,094 -48%
FCFC
1999
First Commonwealth Financial Corp
Pennsylvania
$1.2M -$81.8K -513 -6%
WHRC
2000
W.H. Reaves & Co
New Jersey
$1.2M – – –
78 79
80
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