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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1976
Cassady Schiller Wealth Management
Ohio
$225K +$12K +90 +5%
GWSG
1977
GPS Wealth Strategies Group
Colorado
$225K +$25.1K +189 +12%
SW
1978
Simplicity Wealth
New Jersey
$225K +$241K +1,810 New
TWM
1979
TriaGen Wealth Management
California
$224K – – –
CAWM
1980
Capital Advisors Wealth Management
Washington
$224K +$240K +1,804 New
MS
1981
Madden Securities
Texas
$223K -$139K -1,047 -37%
AA
1982
AF Advisors
California
$223K – – –
CCM
1983
Copeland Capital Management
Pennsylvania
$223K – – –
CCM
1984
Courage Capital Management
Tennessee
$223K – – –
CIC
1985
Cutler Investment Counsel
Oregon
$223K – – –
VBCG
1986
Valley Brook Capital Group
Pennsylvania
$223K – – –
SAM
1987
Strategy Asset Managers
California
$223K +$238K +1,788 New
LA
1988
LexAurum Advisors
Kansas
$222K -$35.1K -264 -13%
LC
1989
Lincoln Capital
Nebraska
$222K -$15.8K -119 -6%
BWA
1990
BDO Wealth Advisors
Florida
$222K -$7.71K -58 -3%
GPA
1991
Garrison Point Advisors
California
$222K +$45.3K +341 +24%
WIM
1992
Warwick Investment Management
Texas
$221K – – –
DOA
1993
D'Orazio & Associates
Virginia
$221K +$50.1K +377 +27%
ZIM
1994
Zacks Investment Management
Illinois
$221K +$236K +1,772 New
SWA
1995
Sutton Wealth Advisors
Florida
$221K +$55.7K +419 +31%
TC
1996
Tacita Capital
Ontario, Canada
$220K +$19.9K +150 +9%
SFS
1997
Strategic Financial Services
New York
$220K +$235K +1,770 New
AHC
1998
Adell Harriman & Carpenter
Texas
$219K – – –
IWA
1999
Intercontinental Wealth Advisors
Texas
$217K -$523K -3,936 -69%
KOC
2000
Koss-Olinger Consulting
Florida
$217K +$232K +1,745 New