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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1976
Outlook Wealth Advisors
Texas
$497K -$505K -9,951 -52%
CCM
1977
Crossvault Capital Management
Texas
$495K -$5.06M -99,722 -92%
FFA
1978
Fragasso Financial Advisors
Pennsylvania
$495K +$4.97K +98 +1%
BCWM
1979
Blue Chip Wealth Management
Florida
$495K +$61.8K +1,218 +15%
GAM
1980
Gould Asset Management
California
$495K +$127K +2,500 +37%
FAT
1981
First American Trust
California
$490K -$96K -1,892 -17%
TWM
1982
Titus Wealth Management
California
$489K +$4.16K +82 +0.9%
TAM
1983
Trillium Asset Management
Massachusetts
$488K -$48.1K -949 -9%
AA
1984
ALPS Advisors
Colorado
$487K -$326K -6,422 -41%
I2I
1985
Insight 2811 Inc
Illinois
$486K -$16.8K -332 -4%
AI
1986
ArchPoint Investors
Florida
$486K -$2.03K -40 -0.4%
SGK
1987
Steigerwald Gordon & Koch
Virginia
$486K +$34.3K +676 +8%
LOAMU
1988
Lombard Odier Asset Management (USA)
New York
$483K -$76.1K -1,500 -14%
PG
1989
Proffitt & Goodson
Tennessee
$481K -$964K -19,002 -68%
WCA
1990
Windsor Creek Advisors
Vermont
$480K +$457K +9,000 New
GD
1991
Grandfield & Dodd
New York
$473K -$8.88K -175 -2%
FA
1992
FCG Advisors
New Jersey
$472K -$15.9K -313 -3%
CAC
1993
Certified Advisory Corp
Florida
$472K -$8.17K -161 -2%
NAS
1994
Nicolet Advisory Services
Wisconsin
$472K +$446K +8,794 New
KLWA
1995
Kelly Lawrence W & Associates
California
$470K – – –
HIC
1996
Hartline Investment Corp
Illinois
$469K +$6.8K +134 +2%
ATPW
1997
Ashton Thomas Private Wealth
Arizona
$468K +$442K +8,716 New
B
1998
Bridgeworth
Alabama
$466K -$30K -591 -6%
WLIM
1999
White Lighthouse Investment Management
Massachusetts
$465K -$40.6K -800 -8%
VWA
2000
VERITY Wealth Advisors
United States
$464K +$2.59K +51 +0.6%
78 79
80
81 82