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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1976
Convergence Financial
Missouri
$470K +$176K +1,665 +52%
GDP
1977
Great Diamond Partners
Maine
$470K +$4.97K +47 +1%
CNBT
1978
Cornerstone National Bank & Trust
Illinois
$469K -$1.11M -10,476 -68%
PSP
1979
Pacific Sage Partners
Washington
$466K -$15.9K -150 -3%
WC
1980
Whitney & Co
New York
$466K +$53.9K +510 +12%
GPWM
1981
Grant Private Wealth Management
California
$465K -$44.8K -424 -8%
WPA
1982
West Paces Advisors
Georgia
$464K -$2.96K -28 -0.6%
SCA
1983
Strathmore Capital Advisors
North Carolina
$464K -$20.6K -195 -4%
PGWM
1984
Parisi Gray Wealth Management
New Jersey
$464K -$5.6K -53 -1%
ACS
1985
Archford Capital Strategies
Illinois
$463K -$46.6K -441 -8%
LI
1986
LifeWealth Investments
Florida
$463K -$3.28K -31 -0.6%
MC
1987
Mathes Company
New York
$463K – – –
ONST
1988
Old North State Trust
North Carolina
$463K – – –
IA
1989
IFG Advisors
Missouri
$462K -$951 -9 -0.2%
PWM
1990
Pines Wealth Management
North Carolina
$461K +$27.5K +260 +6%
CA
1991
Calton & Associates
Florida
$460K -$59.2K -560 -11%
HCM
1992
Hollencrest Capital Management
California
$459K -$48.2K -456 -9%
ZF
1993
Zhang Financial
Michigan
$459K +$270K +2,555 +116%
KFS
1994
Keynote Financial Services
Connecticut
$459K -$37.5K -355 -7%
MWM
1995
Meritas Wealth Management
California
$459K – – –
WRPWM
1996
Werba Rubin Papier Wealth Management
California
$458K +$28.9K +273 +6%
WAS
1997
Wealth Advisory Solutions
Indiana
$458K -$1.37K -13 -0.3%
AOWM
1998
Alpha Omega Wealth Management
Virginia
$458K -$31K -293 -6%
HBCM
1999
Heron Bay Capital Management
Michigan
$458K – – –
CPWA
2000
Cerro Pacific Wealth Advisors
California
$457K +$4.12K +39 +0.8%
78 79
80
81 82