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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1976
Marino Stram & Associates
Massachusetts
$403K -$10.5K -48 -3%
TW
1977
Traveka Wealth
California
$402K -$19.5K -89 -5%
CTI
1978
Community Trust & Investment
Kentucky
$401K – – –
GKWIM
1979
Gerber Kawasaki Wealth & Investment Management
California
$401K +$25.7K +117 +8%
UWP
1980
Uniting Wealth Partners
Kansas
$398K +$5.49K +25 +2%
HJGA
1981
Hardman Johnston Global Advisors
Connecticut
$398K -$43.9K -200 -11%
ACM
1982
Arcataur Capital Management
Wisconsin
$397K -$1.54K -7 -0.5%
GJWM
1983
Gilliland Jeter Wealth Management
Arkansas
$397K +$219 +1 +0.1%
KCPG
1984
Kavar Capital Partners Group
Kansas
$396K +$41K +187 +14%
SAA
1985
Southeast Asset Advisors
Georgia
$396K – – –
ARG
1986
Advisory Resource Group
Oklahoma
$395K -$6.58K -30 -2%
TC
1987
TFR Capital
Texas
$394K +$76.6K +349 +30%
CWM
1988
Challenger Wealth Management
California
$393K +$335K +1,527 New
CFD
1989
Creative Financial Designs
Indiana
$391K +$12.1K +55 +4%
WAL
1990
W Advisors LLC
Tennessee
$390K -$7.24K -33 -2%
PCM
1991
Prelude Capital Management
New York
$390K -$736K -3,354 -69%
SMA
1992
Seven Mile Advisory
New Jersey
$390K -$9.87K -45 -3%
AWM
1993
Aprio Wealth Management
Georgia
$389K +$3.51K +16 +1%
BWP
1994
BSW Wealth Partners
Colorado
$389K -$274K -1,249 -45%
LAM
1995
Lewis Asset Management
California
$389K +$332K +1,511 New
CVA
1996
Central Valley Advisors
California
$389K -$11.4K -52 -3%
CRIG
1997
Charter Research & Investment Group
Connecticut
$389K -$13.6K -62 -4%
HCM
1998
Hillman Capital Management
Maryland
$387K -$44.3K -202 -12%
GBWM
1999
Granite Bay Wealth Management
New Hampshire
$387K +$53.1K +242 +19%
BWP
2000
Baldwin Wealth Partners
Massachusetts
$387K -$8.78K -40 -3%
78 79
80
81 82