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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1976
Zhang Financial
Michigan
$1.83M -$12.3K -30 -0.6%
TAM
1977
Townsend Asset Management
North Carolina
$1.82M +$12.3K +30 +0.6%
RPGK
1978
Retirement Planning Group (Kansas)
Kansas
$1.82M +$127K +312 +7%
CCAM
1979
Cascades Capital Asset Management
North Carolina
$1.82M -$41.3K -101 -2%
MCA
1980
Millennium Capital Advisors
Arkansas
$1.82M +$59.6K +146 +3%
LA
1981
Lakeside Advisors
Washington
$1.82M -$81.7K -200 -4%
RA
1982
Rockingstone Advisors
Massachusetts
$1.82M +$49K +120 +3%
QCM
1983
Qsemble Capital Management
New York
$1.81M +$1.9M +4,661 New
CFFP
1984
Center for Financial Planning
Michigan
$1.81M +$9.8K +24 +0.5%
WAAG
1985
Wealth Alliance Advisory Group
Kansas
$1.81M +$8.58K +21 +0.5%
OIM
1986
Orca Investment Management
Oregon
$1.81M -$192K -471 -9%
MIA
1987
MMBG Investment Advisors
Florida
$1.81M -$380K -930 -17%
LIM
1988
Longfellow Investment Management
Massachusetts
$1.8M -$121K -295 -6%
CSB
1989
City State Bank
Iowa
$1.8M +$16.3K +40 +0.9%
PWPS
1990
Pinnacle Wealth Planning Services
Ohio
$1.79M -$757K -1,854 -29%
IGGA
1991
Iron Gate Global Advisors
Utah
$1.79M -$17.2K -42 -0.9%
JWWM
1992
Johnson & White Wealth Management
Pennsylvania
$1.79M +$1.89M +4,616 New
BWP
1993
BSW Wealth Partners
Colorado
$1.79M +$95.6K +234 +5%
QPWM
1994
Quadrant Private Wealth Management
Pennsylvania
$1.79M +$17.6K +43 +0.9%
CIM
1995
CCLA Investment Management
United Kingdom
$1.78M -$648K -1,586 -26%
CWA
1996
Crux Wealth Advisors
California
$1.78M +$1.87M +4,582 New
KNW
1997
Kesler Norman & Wride
Utah
$1.78M -$266K -651 -12%
SMH
1998
Sanders Morris Harris
Texas
$1.78M -$216K -528 -10%
DA
1999
Dover Advisors
Virginia
$1.78M -$82.5K -202 -4%
BFO
2000
Biltmore Family Office
North Carolina
$1.78M +$2.04K +5 +0.1%
78 79
80
81 82