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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Cahill Wealth Management
Michigan
$993K – – –
AFT
1977
Alpha Family Trust
California
$987K – – –
SOS
1978
Silver Oak Securities
Tennessee
$985K -$1.37K -3 -0.1%
FMB
1979
Field & Main Bank
Kentucky
$984K -$20.6K -45 -2%
TSWM
1980
Tyler-Stone Wealth Management
Ohio
$982K – – –
JCM
1981
Jacobsen Capital Management
Utah
$981K +$457 +1 +0%
MAWA
1982
Moss Adams Wealth Advisors
Washington
$980K +$629K +1,376 +209%
SRC
1983
Shufro Rose & Co
New York
$979K -$4.57K -10 -0.5%
FHC
1984
First Heartland Consultants
Missouri
$977K -$17.8K -39 -2%
AM
1985
Atwater Malick
Pennsylvania
$977K +$8.23K +18 +0.9%
JAG
1986
Journey Advisory Group
Kentucky
$976K +$41.1K +90 +5%
LIM
1987
Letson Investment Management
Georgia
$971K – – –
SAM
1988
Sompo Asset Management
Japan
$968K -$251K -550 -21%
CCM
1989
Canal Capital Management
Virginia
$964K -$39.3K -86 -4%
VST
1990
Van Strum & Towne
California
$963K – – –
CMANY
1991
Capital Management Associates (New York)
New York
$963K +$914K +2,000 New
DFG
1992
Demars Financial Group
Washington
$962K – – –
DEM
1993
Disciplined Equity Management
Florida
$958K -$80.9K -177 -8%
SIA
1994
Strategic Investment Advisors
Michigan
$957K +$46.2K +101 +5%
GC
1995
GFG Capital
Florida
$956K -$68.6K -150 -7%
HFM
1996
Hartford Funds Management
Pennsylvania
$954K +$73.6K +161 +9%
PFG
1997
PAX Financial Group
Texas
$953K -$44.3K -97 -5%
EL
1998
Essex LLC
Illinois
$952K -$163K -357 -15%
HWM
1999
Howard Wealth Management
Connecticut
$952K +$9.14K +20 +1%
WAAG
2000
Wealth Alliance Advisory Group
Kansas
$950K +$45.3K +99 +5%
78 79
80
81 82