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Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
1976
Mason & Associates (California)
California
$485K -$8.54K -100 -2%
BWM
1977
Baystate Wealth Management
Massachusetts
$484K -$8.54K -100 -2%
PL
1978
Plancorp LLC
Missouri
$484K +$54.4K +637 +12%
WCM
1979
Whitener Capital Management
North Carolina
$484K -$31.3K -366 -6%
AWG
1980
Altus Wealth Group
Colorado
$483K +$5.72K +67 +1%
FPF
1981
First Pacific Financial
Washington
$483K -$19K -223 -4%
KFA
1982
Kapstone Financial Advisors
Ohio
$483K -$23.7K -277 -4%
SFS
1983
Strategic Financial Services
New York
$482K -$436K -5,104 -46%
FZCM
1984
Flynn Zito Capital Management
New York
$482K +$427 +5 +0.1%
SFA
1985
Seneca Financial Advisors
New York
$480K +$229K +2,685 +83%
ECA
1986
Elevated Capital Advisors
Utah
$480K +$126K +1,480 +33%
DWM
1987
Drive Wealth Management
Utah
$478K -$5.64K -66 -1%
WWM
1988
Westwood Wealth Management
California
$477K -$137K -1,600 -21%
BEC
1989
Blue Edge Capital
Virginia
$477K – – –
MCM
1990
Morton Capital Management
California
$477K +$29.8K +349 +6%
GWA
1991
GGM Wealth Advisors
Maryland
$476K -$2.13K -25 -0.4%
AFAS
1992
Acorn Financial Advisory Services
Virginia
$476K +$6.58K +77 +1%
GSB
1993
Greenfield Savings Bank
Massachusetts
$476K -$66.4K -777 -12%
PCFFS
1994
Pacific Center for Financial Services
California
$476K +$155K +1,813 +45%
WIA
1995
Westbourne Investment Advisors
Maryland
$475K -$50.1K -587 -9%
PAM
1996
Palisade Asset Management
Minnesota
$475K +$114K +1,329 +29%
TF
1997
Trek Financial
Arizona
$475K +$136K +1,592 +37%
FBB
1998
Fulton Breakefield Broenniman
Maryland
$474K -$101K -1,186 -17%
SAM
1999
SP Asset Management
California
$473K +$128K +1,502 +35%
D
2000
Diversified
Delaware
$470K -$19.3K -226 -4%
78 79
80
81 82