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Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
1976
Horizon Family Wealth
Illinois
$726K +$5.23K +76 +0.7%
LFP
1977
Lakeshore Financial Planning
Michigan
$725K -$26.6K -387 -3%
OAM
1978
Occidental Asset Management
California
$725K +$130K +1,888 +21%
CA
1979
Calton & Associates
Florida
$722K +$18.4K +268 +3%
AA
1980
Acorns Advisers
California
$720K +$145K +2,113 +24%
JSC
1981
Jackson Square Capital
California
$718K -$237K -3,447 -24%
NONA
1982
Ninety One North America
New York
$717K -$248K -3,598 -25%
OL
1983
OneFund LLC
Florida
$717K +$28.9K +420 +4%
PCA
1984
Private Capital Advisors
Connecticut
$716K -$496K -7,200 -40%
PBK
1985
Peoples Bank (Kansas)
Kansas
$716K -$157K -2,282 -17%
FMTCOCP
1986
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$716K -$29.5K -428 -4%
TIA
1987
Tandem Investment Advisors
South Carolina
$716K +$203K +2,954 +38%
ANBOT
1988
American National Bank of Texas
Texas
$716K +$743K +10,796 New
IPW
1989
Invictus Private Wealth
Colorado
$710K -$65.5K -951 -8%
FFA
1990
First Foundation Advisors
California
$709K +$62.2K +903 +9%
WDC
1991
Woodward Diversified Capital
California
$709K -$4.47K -65 -0.6%
FBB
1992
Fulton Breakefield Broenniman
Maryland
$709K -$11.6K -168 -2%
BT
1993
Brandywine Trust
Delaware
$708K – – –
KCAM
1994
Kagan Cocozza Asset Management
New Jersey
$707K -$32K -465 -4%
TNA
1995
True North Advisors
Texas
$707K +$90K +1,308 +14%
RIS
1996
Retirement Income Solutions
Michigan
$705K – – –
SWA
1997
SFMG Wealth Advisors
Texas
$705K +$1.51K +22 +0.2%
GKWIM
1998
Gerber Kawasaki Wealth & Investment Management
California
$703K +$137K +1,984 +23%
MCWS
1999
McKinley Carter Wealth Services
West Virginia
$702K +$40.6K +590 +6%
KF
2000
Krilogy Financial
Missouri
$699K +$2.55K +37 +0.4%
78 79
80
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