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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1976
Concord Wealth Partners
Virginia
$1.38M +$74.8K +478 +6%
AC
1977
Addison Capital
Pennsylvania
$1.38M +$56.7K +362 +5%
OP
1978
ORG Partners
Indiana
$1.38M -$286K -1,828 -17%
RPCONE
1979
Retirement Planning Company of New England
Rhode Island
$1.38M +$42.9K +274 +3%
AAM
1980
Aureus Asset Management
Massachusetts
$1.38M -$31.3K -200 -2%
LAIC
1981
Lederer & Associates Investment Counsel
California
$1.38M +$26.6K +170 +2%
AA
1982
Alta Advisers
United Kingdom
$1.38M +$407K +2,600 +46%
WCM
1983
Wallace Capital Management
Texas
$1.38M – – –
SP
1984
SIH Partners
Delaware
$1.38M +$1.29M +8,228 New
JWM
1985
JGP Wealth Management
Oregon
$1.38M +$356K +2,276 +38%
WHC
1986
Wulff, Hansen & Co
California
$1.37M +$157K +1,000 +14%
FWM
1987
FMB Wealth Management
California
$1.37M +$609K +3,892 +90%
NAS
1988
Nicolet Advisory Services
Wisconsin
$1.37M -$102K -653 -6%
HCM
1989
Hollencrest Capital Management
California
$1.37M -$43.5K -278 -3%
DAC
1990
Dividend Assets Capital
South Carolina
$1.37M -$20.4K -130 -2%
AWS
1991
Aspen Wealth Strategies
Colorado
$1.37M -$9.55K -61 -0.7%
RC
1992
Rahlfs Capital
Texas
$1.36M – – –
MCC
1993
Money Concepts Capital
Florida
$1.36M +$24.6K +157 +2%
CCG
1994
Coastwise Capital Group
California
$1.36M +$324K +2,072 +34%
WA
1995
WBH Advisory
Maryland
$1.36M -$64.7K -413 -5%
CFP
1996
Catalyst Financial Partners
Massachusetts
$1.36M +$58.7K +375 +5%
OPTFSNA
1997
Old Point Trust & Financial Services N A
Virginia
$1.36M -$12.5K -80 -1%
FCFC
1998
First Commonwealth Financial Corp
Pennsylvania
$1.35M +$20.5K +131 +2%
AWP
1999
Accretive Wealth Partners
New Jersey
$1.35M +$204K +1,303 +15%
CCM
2000
Canal Capital Management
Virginia
$1.35M +$59.2K +378 +5%
78 79
80
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