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Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
1976
Community Bank of Raymore
Missouri
$364K – – –
WAOTB
1977
Wealth Advisors of Tampa Bay
Florida
$364K – – –
DWM
1978
Darwin Wealth Management
Florida
$364K +$33K +290 +10%
BFG
1979
Barber Financial Group
Kansas
$363K -$24.9K -219 -6%
HFA
1980
Huber Financial Advisors
Illinois
$362K +$135K +1,188 +56%
PHAM
1981
Palisades Hudson Asset Management
Florida
$361K – – –
PP
1982
PDS Planning
Ohio
$358K -$16.9K -149 -4%
KWA
1983
KCS Wealth Advisory
California
$358K -$455 -4 -0.1%
NP
1984
NorthRock Partners
Minnesota
$358K +$8.87K +78 +2%
MWM
1985
Modera Wealth Management
New Jersey
$357K -$31.3K -275 -8%
SAM
1986
Security Asset Management
New York
$357K – – –
GEM
1987
Global Endowment Management
North Carolina
$356K -$6.28M -55,270 -94%
RI
1988
Ridgewood Investments
New Jersey
$356K – – –
BMCM
1989
Bryn Mawr Capital Management
Pennsylvania
$352K -$19K -167 -5%
FLI
1990
Family Legacy Inc
South Carolina
$352K -$341 -3 -0.1%
FCCM
1991
First City Capital Management
Georgia
$352K +$4.55K +40 +1%
SIC
1992
Sigma Investment Counselors
Michigan
$352K +$55.5K +488 +18%
IFAM
1993
Institutional & Family Asset Management
Colorado
$351K -$16.8K -148 -4%
EMG
1994
Ellington Management Group
Connecticut
$351K +$364K +3,200 New
JVBC
1995
J.V. Bruni & Co
Colorado
$350K +$363K +3,194 New
SFG
1996
StrategIQ Financial Group
Indiana
$349K -$34.1K -300 -9%
GFS
1997
GYL Financial Synergies
Connecticut
$347K +$360K +3,164 New
SGK
1998
Steigerwald Gordon & Koch
Virginia
$345K – – –
BCA
1999
Berman Capital Advisors
Georgia
$345K +$47.9K +421 +15%
BL
2000
BFSG LLC
California
$343K -$2.27K -20 -0.6%
78 79
80
81 82