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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1976
GGM Wealth Advisors
Maryland
$546K -$127 -2 -0%
CWM
1977
Chesapeake Wealth Management
Virginia
$546K +$1.58K +25 +0.3%
HGWM
1978
Horst & Graben Wealth Management
Oregon
$545K +$6.78K +107 +1%
CWS
1979
Cypress Wealth Services
California
$543K +$116K +1,830 +27%
FA
1980
Fagan Associates
New York
$542K +$242K +3,823 +80%
FCM
1981
Firestone Capital Management
Florida
$541K – – –
HC
1982
Hamilton Capital
Ohio
$541K +$51.9K +818 +11%
WEG
1983
World Equity Group
Illinois
$538K +$33K +521 +6%
SIG
1984
Sargent Investment Group
Maryland
$537K -$52K -820 -9%
MWM
1985
Mattern Wealth Management
Kansas
$537K +$12.7K +200 +2%
TT
1986
TI-Trust
Illinois
$536K -$1.4K -22 -0.3%
WTB
1987
Washington Trust Bank
Washington
$536K +$128K +2,027 +31%
CT
1988
Clearstead Trust
Maine
$535K – – –
AO
1989
Advisor OS
Illinois
$535K +$36.3K +572 +7%
HBWM
1990
Hollow Brook Wealth Management
New York
$534K – – –
FMTC
1991
Farmers & Merchants Trust Company
California
$529K -$91K -1,436 -15%
SAM
1992
S.A. Mason
Michigan
$529K -$11.6K -183 -2%
ACM
1993
Argent Capital Management
Missouri
$529K – – –
LWMM
1994
Legacy Wealth Management (Mississippi)
Mississippi
$528K -$285K -4,490 -35%
1WA
1995
180 Wealth Advisors
Washington
$528K -$2.35K -37 -0.4%
MC
1996
Montag & Caldwell
Georgia
$527K -$100K -1,577 -16%
SS
1997
Sunbelt Securities
Texas
$527K -$25K -394 -4%
PCMC
1998
Paragon Capital Management (Colorado)
Colorado
$527K – – –
PWM
1999
Paulson Wealth Management
Illinois
$527K +$17.2K +272 +3%
ECM
2000
Elgethun Capital Management
South Dakota
$526K +$2.35K +37 +0.4%
78 79
80
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