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Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1976
VisionPoint Advisory Group
Texas
$1.37M +$686K +1,240 +104%
BCA
1977
Bay Colony Advisors
Massachusetts
$1.37M -$19.9K -36 -1%
SWM
1978
SeaCrest Wealth Management
New York
$1.36M -$221K -400 -14%
CFSG
1979
Clark Financial Services Group
Missouri
$1.36M +$61.4K +111 +5%
CP
1980
Castleview Partners
Texas
$1.36M +$2.77K +5 +0.2%
EWM
1981
EPG Wealth Management
Georgia
$1.35M -$32.6K -59 -2%
GWANC
1982
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35M +$2.21K +4 +0.2%
RFS
1983
Richardson Financial Services
Massachusetts
$1.35M +$11.1K +20 +0.8%
CG
1984
Corundum Group
Colorado
$1.35M +$399K +721 +43%
ICP
1985
Impact Capital Partners
Colorado
$1.34M +$23.8K +43 +2%
TCPW
1986
Twin City Private Wealth
North Carolina
$1.34M -$190K -344 -13%
CSIC
1987
Clifford Swan Investment Counsel
California
$1.34M -$41.5K -75 -3%
CAL
1988
Capital Advisors Ltd
Ohio
$1.34M +$6.08K +11 +0.5%
PIA
1989
Perennial Investment Advisors
California
$1.34M +$40.9K +74 +3%
WCM
1990
Whitener Capital Management
North Carolina
$1.34M +$3.87K +7 +0.3%
NWM
1991
Northcape Wealth Management
New York
$1.34M +$1.66K +3 +0.1%
PTC
1992
Provident Trust Company
Wisconsin
$1.34M – – –
PWAM
1993
Private Wealth Asset Management
Iowa
$1.33M +$119K +215 +10%
DA
1994
Detalus Advisors
Missouri
$1.33M -$14.9K -27 -1%
C1AG
1995
Client 1st Advisory Group
Florida
$1.32M -$3.32K -6 -0.3%
FAM
1996
Fred Alger Management
New York
$1.32M +$1.3M +2,356 New
CFP
1997
Cascade Financial Partners
California
$1.32M – – –
USWIA
1998
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.32M -$11.1K -20 -0.8%
CWA
1999
Crux Wealth Advisors
California
$1.32M +$232K +420 +22%
MI
2000
Motiv8 Investments
Florida
$1.32M +$126K +227 +11%
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80
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