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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1976
Moneta Group Investment Advisors
Missouri
$101K +$46K +245 +76%
LWS
1977
Lucia Wealth Services
California
$101K +$106K +565 New
PIMJS
1978
PKO Investment Management Joint-Stock
Poland
$98.2K – – –
VIM
1979
Veritas Investment Management
United Kingdom
$94K – – –
KC
1980
KHP Capital
Oklahoma
$92K +$97.2K +518 New
BCMIO
1981
Beacon Capital Management Inc (Ohio)
Ohio
$91K – – –
ML
1982
McAdam LLC
Pennsylvania
$89K +$93.3K +497 New
SPL
1983
Smart Portfolios LLC
Washington
$89K +$93.8K +500 New
TC
1984
Trilogy Capital
California
$89K +$93.8K +500 New
BGIM
1985
Brandywine Global Investment Management
Pennsylvania
$88K +$91.9K +490 New
ARMC
1986
American Research & Management Company
Massachusetts
$83K – – –
EMG
1987
ETF Managers Group
New Jersey
$83K +$11.3K +60 +14%
EWM
1988
Elmwood Wealth Management
California
$80.3K +$84.6K +451 New
BA
1989
Ballew Advisors
Mississippi
$77K +$80.7K +430 New
PA
1990
Perennial Advisors
New York
$74K -$40.2K -214 -34%
SFFS
1991
Stonehage Fleming Financial Services
Jersey
$71K -$75.1K -400 -50%
ACM
1992
Armbruster Capital Management
New York
$71K -$9.38K -50 -11%
WC
1993
Whitney & Co
New York
$71K +$75.1K +400 New
FEG
1994
Financial Enhancement Group
Indiana
$70K +$73.6K +392 New
TDC
1995
Thompson Davis & Co
Virginia
$67K -$14.1K -75 -17%
HH
1996
HWG Holdings
Texas
$65K -$2.81K -15 -4%
HS
1997
Horan Securities
United States
$65K – – –
PS
1998
Portfolio Strategies
New York
$61K +$375 +2 +0.6%
WAM
1999
Watermark Asset Management
California
$58K -$10.9K -58 -15%
LGWM
2000
Litman Gregory Wealth Management
California
$58K +$61K +325 New
78 79
80
81 82