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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1976
Taylor Financial Group
Virginia
$801K – – –
TAM
1977
Titleist Asset Management
Texas
$801K -$14.7K -167 -1%
1CP
1978
17 Capital Partners
Arizona
$800K – – –
AFG
1979
Allegheny Financial Group
Pennsylvania
$799K +$320K +3,636 +48%
PWP
1980
Private Wealth Partners
California
$799K +$147K +1,674 +18%
QFW
1981
QTR Family Wealth
Florida
$797K -$176K -2,001 -15%
CAAS
1982
Capital Asset Advisory Services
Michigan
$797K +$300K +3,401 +44%
MA
1983
MJP Associates
Connecticut
$796K -$108K -1,224 -10%
RWP
1984
Revolve Wealth Partners
New Jersey
$796K -$5.46K -62 -0.6%
CCM
1985
Consolidated Capital Management
California
$795K – – –
DFA
1986
Delta Financial Advisors
Louisiana
$793K -$6.17K -70 -0.6%
CFO
1987
CVA Family Office
Colorado
$793K -$80.2K -911 -8%
AA
1988
Armis Advisers
Georgia
$792K -$5.37K -61 -0.6%
FCAS
1989
First Command Advisory Services
Texas
$791K +$6.69K +76 +0.7%
MBWA
1990
Marin Bay Wealth Advisors
California
$790K -$93.5K -1,062 -9%
KCM
1991
Kathmere Capital Management
Pennsylvania
$790K -$148K -1,682 -13%
LCC
1992
Lincoln Capital Corp
Rhode Island
$788K +$4.4K +50 +0.5%
FWA
1993
Flagship Wealth Advisors
Massachusetts
$788K +$914K +10,373 +1,572%
VC
1994
Vicus Capital
Pennsylvania
$788K -$3.35K -38 -0.3%
FNT
1995
First Nebraska Trust
Nebraska
$787K +$1.76K +20 +0.2%
BSB
1996
Bangor Savings Bank
Maine
$786K -$18.4K -209 -2%
WG
1997
Welch Group
Alabama
$785K +$4.58K +52 +0.5%
EWS
1998
Evergreen Wealth Solutions
Pennsylvania
$784K +$236K +2,684 +37%
SCM
1999
Steele Capital Management
Iowa
$782K -$44K -500 -4%
CCM
2000
Capstone Capital Management
$782K +$964K +10,948 New
78 79
80
81 82