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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1976
Everhart Financial Group
Ohio
$525K +$191K +3,147 +59%
SPWM
1977
Spartan Planning & Wealth Management
North Carolina
$523K +$513K +8,429 New
ACM
1978
Argent Capital Management
Missouri
$521K -$24.3K -400 -5%
SOW
1979
State of Wyoming
Wyoming
$520K -$259K -4,251 -34%
PGWM
1980
Parisi Gray Wealth Management
New Jersey
$519K -$2.19K -36 -0.4%
PCMC
1981
Paragon Capital Management (Colorado)
Colorado
$519K – – –
CWC
1982
Carolinas Wealth Consulting
North Carolina
$518K -$912 -15 -0.2%
WA
1983
Wambolt & Associates
Colorado
$518K +$547 +9 +0.1%
MWM
1984
Mattern Wealth Management
Kansas
$517K – – –
MTIC
1985
Missouri Trust & Investment Company
Missouri
$515K -$20.2K -332 -4%
YC
1986
Yarbrough Capital
Tennessee
$515K – – –
TDC
1987
Thompson Davis & Co
Virginia
$515K +$36.8K +605 +8%
WA
1988
Wealth Alliance
New York
$513K -$210K -3,448 -29%
SNB
1989
Security National Bank
Nebraska
$513K -$32K -526 -6%
SWA
1990
SOA Wealth Advisors
New York
$513K +$182 +3 +0%
MA
1991
MCF Advisors
Kentucky
$513K +$504K +8,281 New
BCM
1992
Bienville Capital Management
New York
$512K – – –
IAIM
1993
Industrial Alliance Investment Management
Quebec, Canada
$512K +$68.7K +1,130 +16%
RCA
1994
Ranch Capital Advisors
Florida
$511K -$9.12K -150 -2%
SRC
1995
Shufro Rose & Co
New York
$509K +$7.84K +129 +2%
PMFA
1996
Plante Moran Financial Advisors
Michigan
$507K -$80.6K -1,325 -14%
HFP
1997
Holistic Financial Partners
Indiana
$507K -$62.7K -1,031 -11%
ARC
1998
Advisor Resource Council
Texas
$505K -$1.18M -19,450 -70%
AIM
1999
Acropolis Investment Management
Missouri
$505K +$2.43K +40 +0.5%
BBW
2000
Blue Barn Wealth
Utah
$504K -$13.5K -222 -3%
78 79
80
81 82