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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1976
Provident Wealth Management
Tennessee
$384K -$362 -7 -0.1%
RWP
1977
RWA Wealth Partners
Massachusetts
$384K +$101K +1,952 +39%
SAM
1978
SignalPoint Asset Management
Missouri
$383K – – –
BBHBI
1979
B, B, H, & B Inc
Alabama
$383K +$362K +7,000 New
BOS
1980
Bank of Stockton
California
$382K – – –
MFW
1981
Mosaic Family Wealth
Missouri
$382K +$155 +3 +0%
GFPC
1982
Global Financial Private Client
Florida
$382K +$1.71K +33 +0.5%
HCM
1983
HMS Capital Management
Tennessee
$381K -$52.2K -1,010 -13%
ITIM
1984
Indiana Trust & Investment Management
Indiana
$381K -$11.6K -225 -3%
AWP
1985
Ascent Wealth Partners
New York
$380K +$1.66K +32 +0.5%
CWP
1986
Concord Wealth Partners
Virginia
$380K +$358K +6,929 New
CC
1987
Cornerstone Capital
California
$378K – – –
PSC
1988
Prentiss Smith & Co
Vermont
$377K -$2.43K -47 -0.7%
IGGA
1989
Iron Gate Global Advisors
Utah
$377K – – –
DIM
1990
Delta Investment Management
California
$376K -$51.7K -1,000 -13%
SFA
1991
Souders Financial Advisors
Ohio
$375K -$37.8K -732 -10%
CWM
1992
Cabot Wealth Management
Massachusetts
$375K -$5.07K -98 -1%
FAG
1993
Financial Advisory Group
Texas
$375K – – –
TC
1994
Truvestments Capital
Florida
$375K +$41.1K +795 +13%
CM
1995
Castleark Management
Illinois
$374K – – –
ACM
1996
Ategra Capital Management
Virginia
$373K -$2.38K -46 -0.7%
BOS
1997
Bingham Osborn & Scarborough
California
$373K -$171K -3,306 -33%
EWF
1998
Epstein & White Financial
California
$373K -$24K -465 -6%
EIP
1999
Ellis Investment Partners
Pennsylvania
$373K +$3.26K +63 +0.9%
OCG
2000
Opus Capital Group
Ohio
$372K +$362 +7 +0.1%
78 79
80
81 82