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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
1976
Intrinsic Value Partners
Arizona
$4.94M -$7.34K -12 -0.1%
CPW
1977
Cove Private Wealth
New York
$4.93M +$948K +1,550 +21%
RP
1978
Ravenswood Partners
Virginia
$4.91M – – –
TC
1979
Trilogy Capital
California
$4.9M +$213K +349 +4%
CAM
1980
Cidel Asset Management
Ontario, Canada
$4.9M +$561K +918 +12%
FCT
1981
First Community Trust
Iowa
$4.89M +$88.7K +145 +2%
WFA
1982
Wellspring Financial Advisors
Ohio
$4.86M +$69.7K +114 +1%
PRP
1983
Peak Retirement Planning
Ohio
$4.84M +$4.46M +7,298 +566%
UWS
1984
Unique Wealth Strategies
Illinois
$4.84M +$127K +208 +2%
NAM
1985
NTV Asset Management
West Virginia
$4.84M -$100K -164 -2%
HIMS
1986
Hager Investment Management Services
New Hampshire
$4.84M +$1.12M +1,831 +27%
EFMH
1987
E Fund Management (HK)
Hong Kong
$4.83M +$1.24M +2,020 +31%
AA
1988
Alta Advisers
United Kingdom
$4.82M – – –
SIA
1989
Schear Investment Advisers
Ohio
$4.81M +$7.34K +12 +0.1%
RMP
1990
Richards, Merrill & Peterson
Washington
$4.81M +$458K +749 +10%
SPC
1991
Spirepoint Private Client
Florida
$4.81M +$2.03M +3,312 +63%
PCS
1992
Personal CFO Solutions
New Jersey
$4.81M +$698K +1,141 +15%
FA
1993
Fiduciary Alliance
South Carolina
$4.8M -$658K -1,076 -11%
WR
1994
WD Rutherford
Oregon
$4.8M -$55.6K -91 -1%
CIM
1995
CIM Investment Management
Pennsylvania
$4.8M -$462K -756 -8%
KCM
1996
Kathmere Capital Management
Pennsylvania
$4.79M +$271K +443 +6%
WCM
1997
Weaver Capital Management
Georgia
$4.78M – – –
RFA
1998
Resurgent Financial Advisors
Georgia
$4.76M +$1.76M +2,871 +51%
AI
1999
AXS Investments
New York
$4.76M +$239K +391 +5%
LS
2000
Leelyn Smith
Illinois
$4.76M +$208K +340 +4%
78 79
80
81 82