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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1976
Valley National Advisers
Pennsylvania
$752K -$7.63K -73 -1%
MAC
1977
Mason & Associates (California)
California
$751K – – –
SIAP
1978
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$751K +$418 +4 +0.1%
CCG
1979
Coastwise Capital Group
California
$749K -$65.7K -629 -9%
MC
1980
Mathes Company
New York
$748K – – –
PCA
1981
Prosperity Capital Advisors
Ohio
$748K +$280K +2,683 +78%
ECA
1982
Elevated Capital Advisors
Utah
$747K +$30.4K +291 +5%
GBT
1983
Grove Bank & Trust
Florida
$746K -$19.8K -190 -3%
FA
1984
FDx Advisors
Illinois
$745K -$1.96M -18,748 -75%
VAG
1985
VisionPoint Advisory Group
Texas
$742K +$112K +1,070 +21%
QWM
1986
Quadcap Wealth Management
Texas
$740K +$30.3K +290 +5%
KTA
1987
Keeley-Teton Advisors
Illinois
$739K – – –
AAS
1988
Annex Advisory Services
Wisconsin
$735K +$1.99K +19 +0.3%
ROTUOC
1989
Regents of the University of California
California
$734K – – –
DWM
1990
Drive Wealth Management
Utah
$732K -$104K -997 -14%
FBB
1991
Fulton Breakefield Broenniman
Maryland
$732K +$17.2K +165 +3%
NFSG
1992
Newbridge Financial Services Group
Florida
$730K -$808K -7,740 -56%
KLCM
1993
KG&L Capital Management
Louisiana
$730K +$59.4K +569 +10%
LA
1994
Lifeworks Advisors
Michigan
$730K +$53.5K +512 +9%
TWP
1995
Tyche Wealth Partners
Texas
$730K -$16.8K -161 -3%
PL
1996
Plancorp LLC
Missouri
$726K -$5.64K -54 -0.9%
FFWA
1997
FRG Family Wealth Advisors
Washington
$726K -$358K -3,425 -34%
AFA
1998
American Financial Advisors
Georgia
$723K -$48.4K -463 -7%
MCWS
1999
McKinley Carter Wealth Services
West Virginia
$721K +$9.3K +89 +2%
PFS
2000
Prospect Financial Services
New York
$720K -$84.2K -806 -12%
78 79
80
81 82