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Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1976
Hazlett, Burt & Watson
West Virginia
$668K -$1.47K -14 -0.2%
CWA
1977
Clarity Wealth Advisors
California
$668K -$17.3K -165 -3%
FCM
1978
Fairbanks Capital Management
California
$666K -$48.7K -464 -7%
BWM
1979
BigSur Wealth Management
Florida
$666K -$84K -800 -12%
GFA
1980
Gallagher Fiduciary Advisors
Illinois
$665K -$68.1K -648 -10%
CWA
1981
Crux Wealth Advisors
California
$665K +$627K +5,969 New
CH
1982
Cromwell Holdings
Wyoming
$664K – – –
RC
1983
Rovin Capital
Arizona
$664K -$140K -1,336 -18%
PWM
1984
PBMares Wealth Management
Virginia
$664K -$24.1K -229 -4%
MCG
1985
McCollum Christoferson Group
New York
$664K – – –
FI
1986
Fosun International
China
$663K -$1.1M -10,464 -64%
ICP
1987
Interchange Capital Partners
Pennsylvania
$662K -$145K -1,376 -19%
AF
1988
Apollon Financial
South Carolina
$661K +$249K +2,374 +67%
GSIS
1989
Global Strategic Investment Solutions
Arizona
$661K -$51.5K -490 -8%
VIPI
1990
Vista Investment Partners II
Indiana
$658K +$621K +5,912 New
BFG
1991
Berger Financial Group
Minnesota
$658K -$42.4K -404 -6%
FP
1992
Financial Perspectives
Minnesota
$658K +$67.9K +646 +12%
CBT
1993
Central Bank & Trust
Kentucky
$657K -$7.14K -68 -1%
PCS
1994
Personal CFO Solutions
New Jersey
$657K +$30.8K +293 +5%
NCM
1995
Novare Capital Management
North Carolina
$655K -$284K -2,707 -32%
TWA
1996
TCI Wealth Advisors
Arizona
$654K -$37.4K -356 -6%
CVA
1997
Central Valley Advisors
California
$654K -$13.1K -125 -2%
HHRDM
1998
H&H Retirement Design & Management
Nevada
$653K +$66.3K +631 +12%
RZH
1999
Relyea Zuckerberg Hanson
Connecticut
$652K +$24.5K +233 +4%
GPWM
2000
Grant Private Wealth Management
California
$652K +$615K +5,856 New
78 79
80
81 82