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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1976
Genesis Private Wealth
Virginia
$586K +$21.1K +67 +3%
BLC
1977
Brown, Lisle/Cummings
Rhode Island
$586K +$2.83K +9 +0.4%
BFS
1978
BridgePort Financial Solutions
Iowa
$586K -$3.14K -10 -0.5%
VDI
1979
Vaughan David Investments
Illinois
$585K – – –
DCM
1980
Donaldson Capital Management
Indiana
$584K -$8.86M -28,196 -93%
DWM
1981
Destination Wealth Management
California
$584K +$131K +417 +25%
FAG
1982
Fortitude Advisory Group
Washington
$584K -$60.7K -193 -9%
WJS
1983
William John Sempolinski
Massachusetts
$583K – – –
SIA
1984
Strategic Investment Advisors
Michigan
$582K +$123K +390 +24%
BW
1985
Basepoint Wealth
Iowa
$581K +$943 +3 +0.1%
CAM
1986
Cidel Asset Management
Ontario, Canada
$581K +$41.5K +132 +7%
MCM
1987
Marathon Capital Management
Maryland
$580K -$283K -900 -31%
EW
1988
Expressive Wealth
Illinois
$580K +$51.2K +163 +9%
SWP
1989
Strategic Wealth Partners
Ohio
$579K -$28.9K -92 -4%
BFF
1990
Byrne Financial Freedom
Massachusetts
$578K -$165K -526 -21%
GWS
1991
Greykasell Wealth Strategies
California
$578K +$74.5K +237 +13%
LWANC
1992
Laurel Wealth Advisors (North Carolina)
North Carolina
$578K -$314 -1 -0.1%
PWAM
1993
Private Wealth Asset Management
Iowa
$577K -$5.03K -16 -0.8%
PGA
1994
Portland Global Advisors
Maine
$577K -$126K -400 -16%
GSWM
1995
Golden State Wealth Management
California
$576K -$74.5K -237 -10%
TWP
1996
Triad Wealth Partners
Kansas
$576K +$70.4K +224 +12%
NWM
1997
Northwest Wealth Management
Iowa
$576K -$16.3K -52 -3%
CIA
1998
Compass Ion Advisors
Pennsylvania
$574K +$1.26K +4 +0.2%
CWM
1999
Centurion Wealth Management
Virginia
$573K +$314 +1 +0%
WP
2000
WealthPLAN Partners
Nebraska
$573K -$42.1K -134 -6%
78 79
80
81 82