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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1976
Walter & Keenan Wealth Management
Indiana
$1.17M +$28.4K +57 +3%
PWP
1977
Perfromance Wealth Partners
Illinois
$1.16M +$277K +555 +32%
JSAM
1978
J. Safra Asset Management
New York
$1.16M -$16.5K -33 -1%
FLI
1979
Family Legacy Inc
South Carolina
$1.16M -$6.48K -13 -0.6%
WG
1980
Wellington Group
Indiana
$1.16M -$239K -480 -18%
SAM
1981
SP Asset Management
California
$1.16M +$101K +203 +10%
HKIMG
1982
Hutchens & Kramer Investment Management Group
Indiana
$1.16M -$281K -564 -20%
SCM
1983
Sunbeam Capital Management
Georgia
$1.16M +$3.49K +7 +0.3%
FFG
1984
Forum Finance Group
$1.16M +$934K +1,873 +204%
FC
1985
Financial Consulate
Maryland
$1.15M -$22.4K -45 -2%
RE
1986
Rydar Equities
Texas
$1.15M +$19.4K +39 +2%
SMG
1987
Smart Money Group
Texas
$1.15M +$89.3K +179 +9%
SOS
1988
Silver Oak Securities
Tennessee
$1.15M -$25.4K -51 -2%
4WM
1989
4J Wealth Management
Virginia
$1.15M -$125K -250 -10%
VHAM
1990
Van Hulzen Asset Management
California
$1.15M +$387K +777 +53%
ACMA
1991
Arbor Capital Management (Alaska)
Alaska
$1.15M -$99.7K -200 -9%
SC
1992
SMA Capital
New York
$1.14M +$1.11M +2,229 New
MCA
1993
McGuire Capital Advisors
Oklahoma
$1.14M +$58.3K +117 +6%
OFA
1994
Oak Family Advisors
Illinois
$1.14M -$54.4K -109 -5%
JWM
1995
JPL Wealth Management
Colorado
$1.14M -$2.8M -5,624 -72%
AA
1996
Armis Advisers
Georgia
$1.14M +$112K +224 +12%
DFG
1997
Demars Financial Group
Washington
$1.14M +$9.97K +20 +0.9%
AB
1998
Atlas Brown
Kentucky
$1.14M -$997 -2 -0.1%
S
1999
Storgate
Texas
$1.14M +$742K +1,489 +206%
PCH
2000
PGIM Custom Harvest
New Jersey
$1.14M +$236K +474 +27%
78 79
80
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