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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1976
Wealthcare Advisory Partners
Pennsylvania
$197K +$40.2K +390 +27%
AP
1977
Atwood & Palmer
Missouri
$194K – – –
BDWM
1978
Brewin Dolphin Wealth Management
Ireland
$190K -$10.3K -100 -5%
AWM
1979
Aevitas Wealth Management
Massachusetts
$183K +$175K +1,703 New
KF
1980
Krilogy Financial
Missouri
$177K -$8.65K -84 -5%
ACM
1981
Armbruster Capital Management
New York
$177K – – –
CFD
1982
Creative Financial Designs
Indiana
$176K +$37.6K +365 +29%
GAM
1983
Gemmer Asset Management
California
$173K -$5.15K -50 -3%
AI
1984
ArchPoint Investors
Florida
$171K +$10.3K +100 +7%
CFN
1985
Cordasco Financial Network
Florida
$165K – – –
ARMC
1986
American Research & Management Company
Massachusetts
$162K +$99.9K +970 +181%
VCM
1987
Vigilant Capital Management
Maine
$161K -$103K -995 -40%
POIA
1988
Pin Oak Investment Advisors
Texas
$161K +$155K +1,500 New
NCM
1989
Northstar Capital Management
New York
$158K +$152K +1,472 New
CLM
1990
ClearBridge LLC (Maryland)
Maryland
$156K – – –
AIS
1991
AlphaOne Investment Services
Pennsylvania
$154K -$59.5K -578 -29%
GFP
1992
Gryphon Financial Partners
Ohio
$150K +$144K +1,393 New
HI
1993
Hudock Inc
Pennsylvania
$147K -$74.4K -722 -35%
NCM
1994
New Capital Management
Texas
$143K – – –
C
1995
Cerebellum
California
$142K +$136K +1,323 New
LA
1996
Legacy Advisors
Pennsylvania
$139K -$4.43K -43 -3%
RP
1997
Rowlandmiller & Partners
Georgia
$135K – – –
BL
1998
Balentine LLC
Georgia
$131K -$29.3K -284 -19%
IP
1999
Isthmus Partners
Wisconsin
$125K – – –
MWM
2000
MinichMacGregor Wealth Management
New York
$123K -$5.36K -52 -4%
78 79
80
81 82