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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1976
Boston Research & Management
Massachusetts
$1.32M – – –
BWS
1977
Buck Wealth Strategies
Colorado
$1.32M -$235K -1,519 -15%
TCCM
1978
Timber Creek Capital Management
Massachusetts
$1.32M -$8.52K -55 -0.6%
HIIFS
1979
Harel Insurance Investments & Financial Services
Israel
$1.32M -$19.8K -128 -1%
WCM
1980
Weik Capital Management
Pennsylvania
$1.32M -$20.1K -130 -2%
FPW
1981
Fairvoy Private Wealth
Alabama
$1.31M +$301K +1,943 +30%
VNIM
1982
Vaughan Nelson Investment Management
Texas
$1.31M – – –
AWS
1983
Aspen Wealth Strategies
Colorado
$1.31M +$55.4K +358 +4%
SCM
1984
Sterling Capital Management
North Carolina
$1.31M +$83K +536 +7%
FWM
1985
FMB Wealth Management
California
$1.3M -$3.56K -23 -0.3%
BCP
1986
Berkeley Capital Partners
Georgia
$1.3M +$57.1K +369 +5%
MFG
1987
Menard Financial Group
Texas
$1.3M -$560K -3,619 -30%
GWM
1988
Gibbs Wealth Management
Georgia
$1.29M -$217K -1,403 -14%
AI
1989
Arvest Investments
Arkansas
$1.29M -$11.2K -72 -0.9%
EA
1990
Emerald Advisors
Washington
$1.28M +$90.8K +586 +8%
BWCS
1991
Beirne Wealth Consulting Services
Connecticut
$1.28M +$379K +2,447 +42%
NIM
1992
Needham Investment Management
New York
$1.28M – – –
KP
1993
Keel Point
Alabama
$1.28M +$201K +1,298 +19%
SWM
1994
Salvus Wealth Management
New Jersey
$1.28M +$59.3K +383 +5%
BIG
1995
Builder Investment Group
Georgia
$1.28M -$2.1M -13,560 -62%
WHC
1996
Wulff, Hansen & Co
California
$1.27M -$5.42K -35 -0.4%
VAG
1997
VisionPoint Advisory Group
Texas
$1.27M +$432K +2,788 +52%
OFS
1998
Orrstown Financial Services
Pennsylvania
$1.27M -$4.96K -32 -0.4%
RC
1999
Rahlfs Capital
Texas
$1.27M – – –
MFGM
2000
Marshall Financial Group (Maryland)
Maryland
$1.27M +$1.26M +8,151 New
78 79
80
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