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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1976
BluePath Capital Management
Georgia
$234K -$1.43K -8 -0.6%
DFG
1977
Dynamic Financial Group
Iowa
$234K +$250K +1,401 New
PFS
1978
Physicians Financial Services
North Carolina
$233K +$5K +28 +2%
WAG
1979
Wallace Advisory Group
California
$233K +$220K +1,235 New
JWA
1980
JFS Wealth Advisors
Pennsylvania
$232K -$15K -84 -6%
CFD
1981
Creative Financial Designs
Indiana
$232K -$28.7K -161 -10%
CPL
1982
CAP Partners LLC
Tennessee
$232K – – –
CFA
1983
Cahill Financial Advisors
Minnesota
$232K -$8.92K -50 -3%
PWM
1984
Palacios Wealth Management
Florida
$231K +$229K +1,281 New
RMAM
1985
Raab & Moskowitz Asset Management
New Jersey
$231K -$1.07K -6 -0.4%
FDCP
1986
Foster Dykema Cabot & Partners
Massachusetts
$231K -$91.5K -513 -27%
BFO
1987
Biltmore Family Office
North Carolina
$230K +$29.4K +165 +14%
GKWIM
1988
Gerber Kawasaki Wealth & Investment Management
California
$230K +$36.6K +205 +17%
BW
1989
Bison Wealth
Georgia
$230K -$216K -1,209 -47%
SWM
1990
Stark Wealth Management
Pennsylvania
$230K +$245K +1,373 New
JBA
1991
Johnson Bixby & Associates
Washington
$230K -$7.85K -44 -3%
VIM
1992
Vista Investment Management
Pennsylvania
$230K – – –
WCA
1993
Westover Capital Advisors
Delaware
$230K +$11.8K +66 +5%
KFC
1994
Klingenstein Fields & Co
New York
$229K – – –
CWM
1995
Castle Wealth Management
Florida
$229K -$535 -3 -0.2%
TB
1996
Terril Brothers
Missouri
$228K – – –
CWM
1997
Cabot Wealth Management
Massachusetts
$228K +$12.5K +70 +5%
CIP
1998
Convergence Investment Partners
Florida
$228K -$2.85K -16 -1%
SFC
1999
Strategic Financial Concepts
Texas
$228K +$244K +1,366 New
WC
2000
Waterloo Capital
Texas
$228K -$186K -1,045 -43%
78 79
80
81 82