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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1976
Soltis Investment Advisors
Utah
$599K -$129K -1,198 -17%
1IA
1977
1620 Investment Advisors
Massachusetts
$598K +$81K +752 +14%
CF
1978
Copperwynd Financial
Arizona
$598K +$74.7K +694 +12%
ST
1979
Spinnaker Trust
Maine
$598K -$48.5K -451 -7%
TF
1980
Trek Financial
Arizona
$597K -$98.5K -915 -13%
GSIS
1981
Global Strategic Investment Solutions
Arizona
$596K -$44.6K -414 -6%
RWB
1982
RMR Wealth Builders
New Jersey
$595K -$140K -1,302 -18%
FFO
1983
Fiduciary Family Office
Florida
$594K -$148K -1,375 -19%
AAP
1984
Arax Advisory Partners
Colorado
$593K +$414K +3,849 +182%
WC
1985
Waterloo Capital
Texas
$593K -$212K -1,974 -25%
NC
1986
NovaPoint Capital
Georgia
$592K -$1.04M -9,685 -62%
SMA
1987
Sage Mountain Advisors
Georgia
$589K +$94.4K +877 +17%
FWM
1988
Forza Wealth Management
Florida
$588K +$43.2K +401 +7%
CAM
1989
Cozad Asset Management
Illinois
$587K +$30.6K +284 +5%
OFG
1990
Oxford Financial Group
Indiana
$582K +$22.4K +208 +4%
CCG
1991
Coastwise Capital Group
California
$580K -$30.1K -280 -5%
CCM
1992
Compass Capital Management
Minnesota
$579K -$53.1M -493,229 -99%
WIC
1993
Wilkins Investment Counsel
Massachusetts
$579K – – –
TWP
1994
Tyche Wealth Partners
Texas
$578K -$15.2K -141 -2%
WCM
1995
Whitener Capital Management
North Carolina
$577K +$22K +204 +4%
FZCM
1996
Flynn Zito Capital Management
New York
$577K +$2.69K +25 +0.4%
AC
1997
Allstate Corporation
Illinois
$576K -$7K -65 -1%
HIC
1998
Harvey Investment Company
Kentucky
$575K – – –
NPFS
1999
Novak & Powell Financial Services
Florida
$575K -$2.15K -20 -0.3%
TCM
2000
Tran Capital Management
California
$575K – – –
78 79
80
81 82