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Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
1976
Kensington Investment Counsel
California
$625K -$40.6K -424 -6%
HPWA
1977
Hall Private Wealth Advisors
North Carolina
$624K -$23.9K -250 -3%
LOAMU
1978
Lombard Odier Asset Management (USA)
New York
$623K +$686K +7,173 New
LTI
1979
Laffer Tengler Investments
Tennessee
$622K -$23.6K -247 -3%
B
1980
Bridgeworth
Alabama
$621K +$3.16K +33 +0.5%
IIC
1981
Integrated Investment Consultants
Michigan
$621K -$4.97K -52 -0.7%
DBIA
1982
Dumont & Blake Investment Advisors
New Jersey
$621K -$14.5K -152 -2%
SQA
1983
Simon Quick Advisors
New Jersey
$620K -$14.1K -147 -2%
WIM
1984
WealthPlan Investment Management
Nebraska
$620K +$80.4K +841 +17%
WP
1985
WealthPLAN Partners
Nebraska
$620K +$551K +5,757 New
SJIM
1986
St. Johns Investment Management
Florida
$620K +$18.8K +197 +3%
OBWG
1987
Onyx Bridge Wealth Group
New York
$619K +$194K +2,029 +45%
PHIC
1988
Pine Haven Investment Counsel
Massachusetts
$617K – – –
RCA
1989
Reitz Capital Advisors
Michigan
$617K +$39.5K +413 +6%
LB
1990
Legacy Bridge
Iowa
$617K – – –
DC
1991
DeDora Capital
California
$615K +$12.1K +126 +2%
PFG
1992
Peterson Financial Group
Iowa
$613K -$376K -3,929 -36%
WA
1993
WealthTrust Axiom
Pennsylvania
$613K -$47.8K -500 -7%
WP
1994
WealthSpring Partners
California
$612K +$11.1K +116 +2%
FBB
1995
Fulton Breakefield Broenniman
Maryland
$612K +$35.8K +374 +6%
RBFC
1996
Roman Butler Fullerton & Co
Missouri
$612K -$137K -1,431 -19%
AS
1997
AM Squared
Hong Kong
$608K +$670K +7,000 New
WCG
1998
Weaver Consulting Group
California
$605K -$89.4K -935 -12%
SW
1999
SkyOak Wealth
Michigan
$602K +$49.8K +521 +8%
LSPW
2000
Lake Street Private Wealth
Illinois
$601K -$278K -2,911 -30%
78 79
80
81 82