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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
1976
Peak Retirement Planning
Ohio
$4.84M +$4.46M +7,298 +566%
UWS
1977
Unique Wealth Strategies
Illinois
$4.84M +$127K +208 +2%
NAM
1978
NTV Asset Management
West Virginia
$4.84M -$100K -164 -2%
HIMS
1979
Hager Investment Management Services
New Hampshire
$4.84M +$1.12M +1,831 +27%
EFMH
1980
E Fund Management (HK)
Hong Kong
$4.83M +$1.24M +2,020 +31%
AA
1981
Alta Advisers
United Kingdom
$4.82M – – –
SIA
1982
Schear Investment Advisers
Ohio
$4.81M +$7.34K +12 +0.1%
RMP
1983
Richards, Merrill & Peterson
Washington
$4.81M +$458K +749 +10%
SPC
1984
Spirepoint Private Client
Florida
$4.81M +$2.03M +3,312 +63%
PCS
1985
Personal CFO Solutions
New Jersey
$4.81M +$698K +1,141 +15%
FA
1986
Fiduciary Alliance
South Carolina
$4.8M -$658K -1,076 -11%
WR
1987
WD Rutherford
Oregon
$4.8M -$55.6K -91 -1%
KCM
1988
Kathmere Capital Management
Pennsylvania
$4.79M +$271K +443 +6%
WCM
1989
Weaver Capital Management
Georgia
$4.78M – – –
RFA
1990
Resurgent Financial Advisors
Georgia
$4.76M +$1.76M +2,871 +51%
AI
1991
AXS Investments
New York
$4.76M +$239K +391 +5%
LS
1992
Leelyn Smith
Illinois
$4.76M +$208K +340 +4%
QWP
1993
Quotient Wealth Partners
Texas
$4.75M -$292K -477 -5%
RMA
1994
Roffman Miller Associates
Pennsylvania
$4.75M +$625K +1,022 +14%
CCM
1995
Cohen Capital Management
California
$4.75M +$68.5K +112 +1%
GGI
1996
GPM Growth Investors
Michigan
$4.74M -$605K -990 -11%
SWA
1997
Sax Wealth Advisors
New Jersey
$4.74M +$545K +892 +12%
PWAM
1998
Private Wealth Asset Management
Iowa
$4.73M -$387K -633 -7%
LI
1999
LRI Investments
Florida
$4.73M -$226K -370 -1%
JAM
2000
JCIC Asset Management
Ontario, Canada
$4.72M – – –
78 79
80
81 82