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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1976
Willis Investment Counsel
Georgia
$597K – – –
NCFG
1977
New Century Financial Group
New Jersey
$597K +$575K +10,126 New
FWM
1978
Finer Wealth Management
Massachusetts
$595K +$114 +2 +0%
GWM
1979
GDS Wealth Management
Texas
$594K -$35.3K -622 -6%
CSC
1980
Caldwell Sutter Capital
California
$593K -$4.66K -82 -0.8%
CWG
1981
Cornerstone Wealth Group
North Carolina
$592K -$2.24M -39,521 -80%
SA
1982
Strategic Advisors
New York
$592K -$6.05M -106,572 -91%
1IA
1983
1834 Investment Advisors
Wisconsin
$591K – – –
BWA
1984
BCU Wealth Advisors
Illinois
$590K +$569K +10,020 New
FA
1985
Faithward Advisors
Pennsylvania
$590K +$116K +2,045 +26%
RVM
1986
Robinson Value Management
Texas
$589K – – –
DAM
1987
Deltec Asset Management
New York
$589K +$568K +10,000 New
OFS
1988
OneAscent Financial Services
Alabama
$587K +$320K +5,639 +131%
RW
1989
Regimen Wealth
Georgia
$587K +$111K +1,949 +20%
FH
1990
FWG Holdings
Florida
$585K +$108K +1,902 +24%
HA
1991
HC Advisors
Georgia
$584K -$40.4K -712 -7%
LF
1992
Lantz Financial
Illinois
$582K +$107K +1,891 +24%
RBFC
1993
Roman Butler Fullerton & Co
Missouri
$581K -$1.19K -21 -0.2%
CD
1994
Chapin Davis
Maryland
$580K +$107K +1,880 +24%
SN
1995
Sittner & Nelson
Oregon
$580K – – –
JWM
1996
Jeppson Wealth Management
California
$578K +$30.4K +535 +6%
RMCM
1997
Reynders McVeigh Capital Management
Massachusetts
$578K -$19.8K -349 -3%
DWM
1998
Drive Wealth Management
Utah
$578K -$31.6K -557 -5%
AA
1999
Alta Advisers
United Kingdom
$578K – – –
FPAS
2000
Focus Partners Advisor Solutions
Missouri
$577K -$515K -9,062 -48%
78 79
80
81 82