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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1976
Baker Tilly Wealth Management
Wisconsin
$4.9M +$64.1K +100 +1%
AA
1977
Alta Advisers
United Kingdom
$4.9M – – –
FG
1978
Franchise GP
$4.89M +$1.56M +2,430 +40%
FCT
1979
First Community Trust
Iowa
$4.89M +$119K +186 +2%
SIA
1980
Schear Investment Advisers
Ohio
$4.88M -$1.2M -1,873 -18%
SWA
1981
Sax Wealth Advisors
New Jersey
$4.88M -$401K -626 -8%
WFA
1982
Wellspring Financial Advisors
Ohio
$4.87M +$1.14M +1,773 +26%
PWM
1983
Palacios Wealth Management
Florida
$4.87M +$897K +1,400 +21%
CT
1984
Chicago Trust
Illinois
$4.86M -$399K -622 -7%
HH
1985
Hilltop Holdings
Texas
$4.86M -$7.52M -11,735 -58%
SGDR
1986
SPX Gestao de Recursos
Brazil
$4.85M +$2.58M +4,020 +90%
KFA
1987
Kapstone Financial Advisors
Ohio
$4.85M – – –
ML
1988
McAdam LLC
Pennsylvania
$4.85M +$240K +374 +5%
SAM
1989
Strategy Asset Managers
California
$4.83M +$181K +283 +3%
TPI
1990
Trust Point Inc
Wisconsin
$4.83M -$406K -634 -7%
AFGAS
1991
Allegiance Financial Group Advisory Services
Virginia
$4.81M +$5.38M +8,399 New
KNW
1992
Kesler Norman & Wride
Utah
$4.8M +$85.2K +133 +2%
CP
1993
Canopy Partners
Ohio
$4.79M +$34K +53 +0.6%
UWS
1994
Unique Wealth Strategies
Illinois
$4.79M -$377K -588 -7%
TWM
1995
TLW Wealth Management
Florida
$4.79M +$1.66M +2,584 +45%
RWFS
1996
Rayburn West Financial Services
Tennessee
$4.79M +$2.89M +4,517 +117%
CFA
1997
Churchill Financial Advisors
Kentucky
$4.79M +$2.52M +3,937 +89%
PWS
1998
Precision Wealth Strategies
Missouri
$4.79M -$1.07M -1,670 -17%
TC
1999
Trilogy Capital
California
$4.78M +$325K +507 +6%
WCM
2000
Weaver Capital Management
Georgia
$4.78M +$101K +157 +2%
78 79
80
81 82