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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Fairhaven Wealth Management
Illinois
$1.09M +$75.8K +231 +7%
MPM
1977
Meritage Portfolio Management
Kansas
$1.09M -$72.2K -220 -6%
GSIS
1978
Global Strategic Investment Solutions
Arizona
$1.09M +$55.5K +169 +5%
BWP
1979
Baldwin Wealth Partners
Massachusetts
$1.09M +$458K +1,394 +72%
PA
1980
PSI Advisors
Florida
$1.09M +$235K +717 +28%
NA
1981
Navellier & Associates
Nevada
$1.08M +$985 +3 +0.1%
HFAS
1982
Hummer Financial Advisory Services
Illinois
$1.08M – – –
SHWM
1983
Smith & Howard Wealth Management
Georgia
$1.08M +$166K +507 +18%
SI
1984
Shaker Investments
Ohio
$1.08M -$1.13M -3,439 -51%
HWA
1985
HHM Wealth Advisors
Tennessee
$1.08M – – –
TVAMP
1986
Tennessee Valley Asset Management Partners
Tennessee
$1.08M +$1.08M +3,284 New
MIM
1987
Miller Investment Management
Pennsylvania
$1.07M – – –
CGH
1988
CMG Global Holdings
Texas
$1.07M +$2.63K +8 +0.2%
SAA
1989
Southeast Asset Advisors
Georgia
$1.07M +$401K +1,222 +60%
MPIA
1990
Mountain Pacific Investment Advisers
Idaho
$1.07M -$31.8K -97 -3%
PVH
1991
Psagot Value Holdings
Israel
$1.06M -$5.55M -16,890 -84%
WDG
1992
Wealth Dimensions Group
Ohio
$1.06M +$170K +517 +19%
PPG
1993
Peak Planning Group
Colorado
$1.06M +$1.06M +3,232 New
SIMM
1994
Stillwater Investment Management (Minnesota)
Minnesota
$1.06M +$5.25K +16 +0.5%
SPI
1995
Santori & Peters Inc
Pennsylvania
$1.06M +$4.92K +15 +0.5%
WWMSC
1996
Wagner Wealth Management (South Carolina)
South Carolina
$1.05M -$1.64K -5 -0.2%
D
1997
Diversified
Delaware
$1.05M +$488K +1,487 +86%
HL
1998
HeadInvest LLC
Maine
$1.05M -$419K -1,277 -29%
AIL
1999
AGF Investments LLC
Ontario, Canada
$1.05M -$63K -192 -6%
CFFP
2000
Center for Financial Planning
Michigan
$1.05M +$211K +642 +25%
78 79
80
81 82