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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1976
Paragon Capital Management (Colorado)
Colorado
$496K – – –
GWA
1977
GGM Wealth Advisors
Maryland
$496K +$2.17K +39 +0.5%
AFG
1978
Albion Financial Group
Utah
$495K -$2.23K -40 -0.5%
BBW
1979
Blue Barn Wealth
Utah
$495K +$118K +2,126 +34%
MWM
1980
Mattern Wealth Management
Kansas
$494K – – –
SWK
1981
Stephen W. Kidder
$492K -$5.57K -100 -1%
CWC
1982
Carolinas Wealth Consulting
North Carolina
$492K +$35.2K +633 +8%
YC
1983
Yarbrough Capital
Tennessee
$491K +$462K +8,300 New
PWM
1984
Paulson Wealth Management
Illinois
$490K -$9.91K -178 -2%
ICP
1985
Interchange Capital Partners
Pennsylvania
$489K +$461K +8,272 New
WA
1986
Wambolt & Associates
Colorado
$487K +$11K +197 +2%
BCM
1987
Bienville Capital Management
New York
$486K – – –
SWA
1988
SOA Wealth Advisors
New York
$486K +$1.17K +21 +0.3%
SSI
1989
Scott & Selber Inc
Texas
$486K +$242K +4,348 +113%
OWM
1990
OneAscent Wealth Management
Alabama
$485K +$456K +8,193 New
TFO
1991
Tarbox Family Office
California
$483K -$668 -12 -0.1%
CBT
1992
Central Bank & Trust
Kentucky
$482K -$390 -7 -0.1%
WAAG
1993
Wealth Alliance Advisory Group
Kansas
$481K -$13.5K -243 -3%
MWM
1994
Minot Wealth Management
Massachusetts
$481K +$14.6K +262 +3%
MFT
1995
Moisand Fitzgerald Tamayo
Florida
$480K – – –
ACP
1996
Aveo Capital Partners
Colorado
$480K +$33.1K +594 +8%
AIM
1997
Acropolis Investment Management
Missouri
$480K +$48.7K +874 +12%
EM
1998
ELCO Management
New York
$479K – – –
SRC
1999
Shufro Rose & Co
New York
$479K – – –
TIA
2000
Tiemann Investment Advisors
California
$478K -$7.91K -142 -2%
78 79
80
81 82