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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1976
Mather Group
Illinois
$665K +$628K +3,242 New
AWM
1977
AllSquare Wealth Management
New York
$662K -$34.5K -178 -5%
TWA
1978
TCI Wealth Advisors
Arizona
$662K -$387 -2 -0.1%
AIA
1979
Angeles Investment Advisors
California
$661K +$223K +1,151 +56%
HCM
1980
Hall Capital Management
Rhode Island
$661K +$292K +1,506 +88%
MCA
1981
Morris Capital Advisors
Pennsylvania
$660K -$16.9K -87 -3%
PIA
1982
Pinion Investment Advisors
Kansas
$655K +$39.3K +203 +7%
TP
1983
Truvvo Partners
New York
$653K -$33.5K -173 -5%
GFPC
1984
Global Financial Private Client
Florida
$652K +$615K +3,177 New
SKK
1985
Shepherd Kaplan Krochuk
Massachusetts
$652K – – –
LWM
1986
Liberty Wealth Management
California
$652K +$4.84K +25 +0.8%
SMFS
1987
Squar Milner Financial Services
California
$651K -$931K -4,809 -60%
CPC
1988
Consolidated Planning Corp
Georgia
$651K +$615K +3,173 New
BFWA
1989
Benchmark Financial Wealth Advisors
Florida
$649K – – –
HFA
1990
Huber Financial Advisors
Illinois
$646K +$3.49K +18 +0.6%
SWP
1991
Strategic Wealth Partners
Ohio
$645K -$202K -1,044 -25%
WCM
1992
Wedge Capital Management
North Carolina
$644K +$7.17K +37 +1%
HMS
1993
Hanseatic Management Services
New Mexico
$643K -$2.03M -10,475 -77%
DWM
1994
Doyle Wealth Management
Florida
$643K +$7.94K +41 +1%
AWP
1995
Ascent Wealth Partners
New York
$643K +$18.4K +95 +3%
JDR
1996
Jay D. Rosenbaum
$642K +$13.2K +68 +2%
RI
1997
Rudd International
Florida
$639K -$11K -57 -2%
LRPA
1998
L. Roy Papp & Associates
Arizona
$639K +$1.94K +10 +0.3%
TI
1999
tru Independence
Oregon
$638K +$741K +3,824 New
MPPLM
2000
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$636K +$4.07K +21 +0.7%
78 79
80
81 82