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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1976
GSB Wealth Management
Connecticut
$275K – – –
GAM
1977
Garrison Asset Management
Arkansas
$275K +$2.15K +12 +0.8%
MBA
1978
McQueen Ball & Associates
Pennsylvania
$273K +$179 +1 +0.1%
AIP
1979
Almanack Investment Partners
Pennsylvania
$272K -$18.8K -105 -6%
GAM
1980
Gould Asset Management
California
$271K – – –
WS
1981
Wela Strategies
Georgia
$271K +$44.3K +247 +19%
SCM
1982
Smith Capital Management
Arkansas
$270K +$282K +1,571 New
ODCM
1983
Old Dominion Capital Management
Virginia
$269K +$4.12K +23 +1%
WAAG
1984
Wealth Alliance Advisory Group
Kansas
$269K +$281K +1,567 New
MA
1985
MCF Advisors
Kentucky
$267K -$8.79K -49 -3%
CA
1986
Capital Advantage
California
$267K +$2.33K +13 +0.8%
TI
1987
Truepoint Inc
Ohio
$266K +$50.6K +282 +22%
PWM
1988
PRW Wealth Management
Massachusetts
$266K +$278K +1,550 New
HK
1989
Horizon Kinetics
New York
$265K +$277K +1,544 New
AIS
1990
Accurate Investment Solutions
Pennsylvania
$264K – – –
JIP
1991
Jaffetilchin Investment Partners
Florida
$263K +$14.5K +81 +6%
MC
1992
Matisse Capital
Oregon
$263K +$17.9K +100 +7%
PFGIA
1993
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$200K +1,117 +270%
LPWM
1994
Lake Point Wealth Management
Texas
$263K +$274K +1,528 New
SSWM
1995
Smith Salley Wealth Management
North Carolina
$261K +$9.68K +54 +4%
C
1996
Cerebellum
California
$261K +$114K +638 +72%
MFP
1997
Meridian Financial Partners
Virginia
$261K +$272K +1,517 New
WCF
1998
West Coast Financial
California
$260K -$80.2K -447 -23%
MFS
1999
Madrona Financial Services
Washington
$260K +$179 +1 +0.1%
VV
2000
Verity & Verity
South Carolina
$260K +$2.69K +15 +1%
78 79
80
81 82