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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1976
Howard Wealth Management
Connecticut
$976K – – –
WOC
1977
West Oak Capital
California
$975K – – –
JCM
1978
Jacobsen Capital Management
Utah
$974K -$74.9K -161 -8%
RIA
1979
Regal Investment Advisors
Michigan
$973K -$266K -571 -22%
USWIA
1980
UP Strategic Wealth Investment Advisors
Pennsylvania
$969K +$86.5K +186 +10%
ABWM
1981
Alpine Bank Wealth Management
Colorado
$968K +$911K +1,960 New
SAMT
1982
Select Asset Management & Trust
Pennsylvania
$967K – – –
TCB
1983
Texas Capital Bancshares
Texas
$964K – – –
PCP
1984
Proficio Capital Partners
Massachusetts
$962K -$336K -722 -27%
WWS
1985
Wellington Wealth Strategies
Indiana
$961K +$894K +1,923 New
FWM
1986
Forza Wealth Management
Florida
$960K +$93K +200 +11%
CIC
1987
Crawford Investment Counsel
Georgia
$960K -$59.1K -127 -6%
BIA
1988
Bigelow Investment Advisors
Maine
$960K +$6.51K +14 +0.7%
BPWM
1989
Badgley Phelps Wealth Managers
Washington
$960K +$101K +218 +13%
DFG
1990
Demars Financial Group
Washington
$959K -$6.98K -15 -0.8%
MAM
1991
Madison Asset Management
Wisconsin
$955K +$18.1K +39 +2%
MA
1992
MJP Associates
Connecticut
$954K -$117K -251 -12%
NMG
1993
New Millennium Group
Utah
$950K +$682K +1,466 +320%
IC
1994
Iconiq Capital
California
$949K +$626K +1,346 +234%
FOA
1995
Five Oceans Advisors
California
$948K +$1.86K +4 +0.2%
SIA
1996
Strategic Investment Advisors
Michigan
$942K -$32.1K -69 -3%
JWWM
1997
Johnson & White Wealth Management
Pennsylvania
$942K – – –
DI
1998
DDFG Inc
California
$942K – – –
CWA
1999
Consilio Wealth Advisors
Washington
$942K +$41.9K +90 +5%
EGA
2000
E&G Advisors
Texas
$941K – – –
78 79
80
81 82