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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1976
Wayfinding Financial
Washington
$579K +$178K +2,935 +46%
RFS
1977
Retirement Financial Solutions
Tennessee
$579K +$56.6K +934 +11%
DFG
1978
Delta Financial Group
New Jersey
$578K -$19.8K -327 -3%
AT
1979
Arvest Trust
Oklahoma
$577K -$5.69K -94 -1%
MYIA
1980
Mount Yale Investment Advisors
Colorado
$576K -$495K -8,178 -47%
KLWA
1981
Kelly Lawrence W & Associates
California
$576K +$149K +2,453 +36%
SC
1982
Searle & Co
Connecticut
$576K -$6.05K -100 -1%
FWP
1983
Firethorn Wealth Partners
Georgia
$574K -$17K -281 -3%
KWMG
1984
King Wealth Management Group
Florida
$574K – – –
CWAG
1985
Compton Wealth Advisory Group
Virginia
$573K -$580K -9,574 -51%
BCPWM
1986
Bradley & Co Private Wealth Management
Florida
$572K – – –
IAP
1987
Indie Asset Partners
Indiana
$572K – – –
NME
1988
Notis-McConarty Edward
$571K – – –
MCCP
1989
Mission Creek Capital Partners
California
$570K +$1.27K +21 +0.2%
SLG
1990
Stanley-Laman Group
Pennsylvania
$569K +$252K +4,165 +83%
ABLA
1991
Alan B. Lancz & Associates
Ohio
$568K – – –
CC
1992
Centiva Capital
New York
$567K +$478K +7,890 +634%
RGF
1993
Retirement Guys Formula
Ohio
$566K +$33.3K +550 +6%
ACA
1994
Affinity Capital Advisors
California
$565K -$27.7K -458 -5%
AMC
1995
Asset Management Corp
Illinois
$565K -$883K -14,577 -62%
GLLW
1996
Graves Light Lenhart Wealth
Virginia
$563K – – –
CFG
1997
Cooper Financial Group
California
$562K +$11.1K +184 +2%
BFA
1998
Beacon Financial Advisory
Ohio
$561K +$24.2K +400 +5%
CC
1999
Corton Capital
Ontario, Canada
$561K -$83.7K -1,383 -13%
CHA
2000
Carmichael Hill & Associates
Maryland
$561K -$12.6K -208 -2%
78 79
80
81 82