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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1976
River Wealth Advisors
Pennsylvania
$576K -$45.5K -423 -7%
FHC
1977
First Heartland Consultants
Missouri
$576K -$215 -2 -0%
IA
1978
Intellus Advisors
Florida
$575K +$215 +2 +0%
PWM
1979
Paulson Wealth Management
Illinois
$573K -$177K -1,650 -22%
DWM
1980
Drive Wealth Management
Utah
$572K +$15.9K +148 +3%
AIA
1981
AssuredPartners Investment Advisors
Florida
$572K -$1.4K -13 -0.2%
AIM
1982
Athena Investment Management
California
$572K -$4.3K -40 -0.7%
PA
1983
Probity Advisors
Texas
$571K -$6.23K -58 -1%
TCM
1984
Tran Capital Management
California
$571K – – –
NPFS
1985
Novak & Powell Financial Services
Florida
$571K +$1.72K +16 +0.3%
CWA
1986
Clarity Wealth Advisors
California
$570K -$23.4K -218 -4%
NJIM
1987
Nabity-Jensen Investment Management
Nebraska
$570K +$6.77K +63 +1%
LNB
1988
Ledyard National Bank
$570K -$36.9K -343 -6%
AGWCA
1989
Annis Gardner Whiting Capital Advisors
Florida
$569K +$27K +251 +5%
FBB
1990
Fulton Breakefield Broenniman
Maryland
$568K -$40.8K -380 -6%
MPW
1991
MGO Private Wealth
California
$568K +$7.84K +73 +1%
WF
1992
Whelan Financial
California
$568K +$381K +3,542 +160%
RC
1993
Rovin Capital
Arizona
$567K -$23.2K -216 -4%
4A
1994
4Wealth Advisors
Illinois
$567K +$68.1K +634 +12%
AIC
1995
Argus Investors Counsel
New York
$566K -$279K -2,600 -31%
WEG
1996
World Equity Group
Illinois
$566K -$215K -2,002 -26%
BCM
1997
BTC Capital Management
Iowa
$566K +$7.52K +70 +1%
MA
1998
MCF Advisors
Kentucky
$565K -$284K -2,646 -32%
HIC
1999
Harvey Investment Company
Kentucky
$565K – – –
BWM
2000
BankPlus Wealth Management
Mississippi
$563K +$87.4K +813 +17%
78 79
80
81 82