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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1976
Plancorp LLC
Missouri
$484K +$54.4K +637 +12%
WCM
1977
Whitener Capital Management
North Carolina
$484K -$31.3K -366 -6%
AWG
1978
Altus Wealth Group
Colorado
$483K +$5.72K +67 +1%
FPF
1979
First Pacific Financial
Washington
$483K -$19K -223 -4%
KFA
1980
Kapstone Financial Advisors
Ohio
$483K -$23.7K -277 -4%
SFS
1981
Strategic Financial Services
New York
$482K -$436K -5,104 -46%
FZCM
1982
Flynn Zito Capital Management
New York
$482K +$427 +5 +0.1%
SFA
1983
Seneca Financial Advisors
New York
$480K +$229K +2,685 +83%
ECA
1984
Elevated Capital Advisors
Utah
$480K +$126K +1,480 +33%
DWM
1985
Drive Wealth Management
Utah
$478K -$5.64K -66 -1%
WWM
1986
Westwood Wealth Management
California
$477K -$137K -1,600 -21%
BEC
1987
Blue Edge Capital
Virginia
$477K – – –
MCM
1988
Morton Capital Management
California
$477K +$29.8K +349 +6%
GWA
1989
GGM Wealth Advisors
Maryland
$476K -$2.13K -25 -0.4%
AFAS
1990
Acorn Financial Advisory Services
Virginia
$476K +$6.58K +77 +1%
GSB
1991
Greenfield Savings Bank
Massachusetts
$476K -$66.4K -777 -12%
PCFFS
1992
Pacific Center for Financial Services
California
$476K +$155K +1,813 +45%
WIA
1993
Westbourne Investment Advisors
Maryland
$475K -$50.1K -587 -9%
PAM
1994
Palisade Asset Management
Minnesota
$475K +$114K +1,329 +29%
TF
1995
Trek Financial
Arizona
$475K +$136K +1,592 +37%
FBB
1996
Fulton Breakefield Broenniman
Maryland
$474K -$101K -1,186 -17%
SAM
1997
SP Asset Management
California
$473K +$128K +1,502 +35%
D
1998
Diversified
Delaware
$470K -$19.3K -226 -4%
KNW
1999
Kesler Norman & Wride
Utah
$469K +$60.2K +705 +14%
TCM
2000
Tran Capital Management
California
$469K – – –
78 79
80
81 82