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Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1976
FSB Premier Wealth Management
Iowa
$799K +$3.35K +48 +0.4%
AP
1977
Atwood & Palmer
Missouri
$798K -$20.9K -300 -3%
GIA
1978
GHP Investment Advisors
Colorado
$798K +$1.25K +18 +0.2%
OL
1979
OneFund LLC
Florida
$796K +$40.9K +586 +5%
ATWA
1980
Arbor Trust Wealth Advisors
Michigan
$790K -$32.4K -465 -4%
MC
1981
Machina Capital
France
$790K +$275K +3,942 +54%
ACM
1982
Alessandra Capital Management
California
$790K +$787K +11,296 New
SFG
1983
Sather Financial Group
Texas
$790K +$20.8K +298 +3%
TWM
1984
Trueblood Wealth Management
Ohio
$789K -$46.4K -665 -6%
SN
1985
Sittner & Nelson
Oregon
$788K -$9.9K -142 -1%
SAM
1986
S.A. Mason
Michigan
$787K +$141K +2,016 +22%
TCBWMS
1987
Texas Capital Bank Wealth Management Services
Texas
$786K +$111K +1,598 +17%
RRA
1988
Round Rock Advisors
Connecticut
$785K +$14.5K +208 +2%
CIA
1989
Compass Ion Advisors
Pennsylvania
$784K +$80.7K +1,157 +12%
FBB
1990
Fulton Breakefield Broenniman
Maryland
$784K +$36.6K +525 +5%
ZF
1991
Zhang Financial
Michigan
$782K -$22.3K -320 -3%
PWAM
1992
Pinnacle West Asset Management
Wyoming
$782K -$5.23K -75 -0.7%
CCWM
1993
Cassaday & Co Wealth Management
Virginia
$782K -$26.6K -381 -3%
HPBT
1994
Hickory Point Bank & Trust
Illinois
$781K +$12.2K +175 +2%
FMP
1995
Financial Management Professionals
Texas
$781K +$5.58K +80 +0.7%
WDC
1996
Woodward Diversified Capital
California
$780K +$32.9K +472 +4%
FWI
1997
Facet Wealth Inc
Maryland
$780K +$342K +4,907 +85%
AAM
1998
Alken Asset Management
United Kingdom
$778K – – –
SSW
1999
Stone Summit Wealth
Florida
$778K -$85K -1,220 -10%
LOWM
2000
Laurel Oak Wealth Management
New Jersey
$777K +$775K +11,121 New
78 79
80
81 82