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Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1976
Smart Money Group
Texas
$1.15M +$89.3K +179 +9%
SOS
1977
Silver Oak Securities
Tennessee
$1.15M -$25.4K -51 -2%
4WM
1978
4J Wealth Management
Virginia
$1.15M -$125K -250 -10%
VHAM
1979
Van Hulzen Asset Management
California
$1.15M +$387K +777 +53%
ACMA
1980
Arbor Capital Management (Alaska)
Alaska
$1.15M -$99.7K -200 -9%
SC
1981
SMA Capital
New York
$1.14M +$1.11M +2,229 New
MCA
1982
McGuire Capital Advisors
Oklahoma
$1.14M +$58.3K +117 +6%
OFA
1983
Oak Family Advisors
Illinois
$1.14M -$54.4K -109 -5%
JWM
1984
JPL Wealth Management
Colorado
$1.14M -$2.8M -5,624 -72%
AA
1985
Armis Advisers
Georgia
$1.14M +$112K +224 +12%
DFG
1986
Demars Financial Group
Washington
$1.14M +$9.97K +20 +0.9%
AB
1987
Atlas Brown
Kentucky
$1.14M -$997 -2 -0.1%
S
1988
Storgate
Texas
$1.14M +$742K +1,489 +206%
PCH
1989
PGIM Custom Harvest
New Jersey
$1.14M +$236K +474 +27%
NFA
1990
Northern Financial Advisors
Michigan
$1.14M -$37.9K -76 -3%
MCC
1991
Money Concepts Capital
Florida
$1.14M -$3.99K -8 -0.4%
CWA
1992
Crusonia Wealth Advisors
Colorado
$1.13M +$91.7K +184 +9%
CWA
1993
Crux Wealth Advisors
California
$1.13M -$55.3K -111 -5%
CIC
1994
Crawford Investment Counsel
Georgia
$1.13M +$11K +22 +1%
OL
1995
OneFund LLC
Florida
$1.13M -$25.9K -52 -2%
AM
1996
Atwater Malick
Pennsylvania
$1.13M +$67.8K +136 +7%
SI
1997
Scharf Investments
California
$1.13M -$551K -1,105 -34%
FWA
1998
FSM Wealth Advisors
Ohio
$1.12M +$21.4K +43 +2%
FMN
1999
Financial Management Network
California
$1.12M -$22.4K -45 -2%
JCM
2000
Jacobsen Capital Management
Utah
$1.12M -$16K -32 -1%
78 79
80
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