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Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$1.63M -$51K -134 -3%
GHAM
1977
Gilman Hill Asset Management
Connecticut
$1.63M -$41.1K -108 -3%
SHWM
1978
Silicon Hills Wealth Management
Texas
$1.63M -$23.2K -61 -2%
CIA
1979
Cascade Investment Advisors
Oregon
$1.63M -$10.3K -27 -0.7%
DDC
1980
DF Dent & Co
Maryland
$1.63M +$20.6K +54 +1%
TIA
1981
Tandem Investment Advisors
South Carolina
$1.63M +$46.1K +121 +3%
ACP
1982
Aviance Capital Partners
Florida
$1.62M -$20.2K -53 -1%
SDAM
1983
Shulman DeMeo Asset Management
New York
$1.62M -$6.85K -18 -0.5%
LFA
1984
Legacy Financial Advisors
Kentucky
$1.62M +$1.14K +3 +0.1%
OR
1985
Olympiad Research
Connecticut
$1.62M +$495K +1,300 +50%
FFBTD
1986
First Financial Bank - Trust Division
Ohio
$1.61M – – –
NFSG
1987
Newbridge Financial Services Group
Florida
$1.6M +$436K +1,144 +42%
1WM
1988
1900 Wealth Management
Texas
$1.6M +$571K +1,501 +63%
TWP
1989
Tower Wealth Partners
Pennsylvania
$1.6M +$79.9K +210 +6%
AFS
1990
Aft Forsyth & Sober
Florida
$1.6M – – –
BA
1991
Birinyi Associates
Connecticut
$1.6M – – –
CANC
1992
Culbertson A N & Co
Virginia
$1.59M +$68.5K +180 +5%
HCM
1993
Hollencrest Capital Management
California
$1.59M -$114K -299 -7%
JSW
1994
Journey Strategic Wealth
New Jersey
$1.59M +$1.46M +3,835 New
BIA
1995
Bigelow Investment Advisors
Maine
$1.59M +$25.1K +66 +2%
TIA
1996
Traphagen Investment Advisors
New Jersey
$1.59M +$84.1K +221 +6%
ISWM
1997
Independent Solutions Wealth Management
New York
$1.58M +$25.9K +68 +2%
MI
1998
Markston International
New York
$1.58M -$7.23K -19 -0.5%
CSWG
1999
Cardinal Strategic Wealth Guidance
Kentucky
$1.58M – – –
SCM
2000
Salem Capital Management
Massachusetts
$1.58M -$242K -636 -14%
78 79
80
81 82