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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1976
Occidental Asset Management
California
$727K +$47.1K +688 +7%
NEWAS
1977
N.E.W. Advisory Services
Wisconsin
$726K +$9.45K +138 +1%
MP
1978
McDonald Partners
Ohio
$726K -$8.9K -130 -1%
MCWS
1979
McKinley Carter Wealth Services
West Virginia
$725K +$134K +1,955 +24%
TW
1980
TrinityPoint Wealth
Connecticut
$725K +$4.52K +66 +0.7%
OFS
1981
OMC Financial Services
New York
$724K – – –
OL
1982
Owen LaRue
Kentucky
$724K -$4.79K -70 -0.7%
CIA
1983
Compass Ion Advisors
Pennsylvania
$722K -$25.8K -377 -4%
ERWM
1984
Elk River Wealth Management
Colorado
$722K – – –
MFWP
1985
Mosaic Family Wealth Partners
Missouri
$721K +$3.97K +58 +0.6%
RMCM
1986
Reynders McVeigh Capital Management
Massachusetts
$720K +$54.8K +800 +9%
GWA
1987
Gibson Wealth Advisors
Texas
$719K – – –
SIS
1988
Strategic Investment Solutions
Illinois
$718K +$10.9K +159 +2%
CA
1989
Cambridge Advisors
Nebraska
$717K +$2.6K +38 +0.4%
VCM
1990
Virtue Capital Management
Tennessee
$717K -$152K -2,224 -18%
RIA
1991
Richwood Investment Advisors
Ohio
$717K +$3.42K +50 +0.5%
SIG
1992
Spinnaker Investment Group
California
$716K -$3.7K -54 -0.5%
SN
1993
Sittner & Nelson
Oregon
$714K -$4.11K -60 -0.6%
DTL
1994
Dynamic Technology Lab
Singapore
$713K -$51.5K -752 -7%
ZF
1995
Zhang Financial
Michigan
$711K +$6.78K +99 +1%
HWA
1996
HCR Wealth Advisors
California
$710K -$18.1K -265 -3%
NWMG
1997
Nicholson Wealth Management Group
South Carolina
$706K +$673K +9,822 New
EFG
1998
Embree Financial Group
Illinois
$706K +$1.1K +16 +0.2%
IA
1999
IFG Advisors
Missouri
$704K – – –
TFO
2000
Tarbox Family Office
California
$702K – – –
78 79
80
81 82