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Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
1976
O'Donnell Financial Services
California
$239K +$269K +1,649 New
SP
1977
Successful Portfolios
Florida
$238K – – –
FNFDCM
1978
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$237K +$1.63K +10 +0.6%
FFN
1979
Focus Financial Network
Minnesota
$236K +$11.7K +72 +5%
TWP
1980
Tower Wealth Partners
Pennsylvania
$236K -$92.9K -570 -26%
TFA
1981
Trinity Financial Advisors
Ohio
$235K – – –
APG
1982
Abacus Planning Group
South Carolina
$234K -$55.9K -343 -18%
EBSAM
1983
Eubel Brady & Suttman Asset Management
Ohio
$233K -$326 -2 -0.1%
HCM
1984
Hengehold Capital Management
Ohio
$233K – – –
MPW
1985
Monterey Private Wealth
California
$232K +$6.68K +41 +3%
AIA
1986
AIMZ Investment Advisors
California
$231K – – –
SF
1987
Summit Financial
New Jersey
$230K +$258K +1,580 New
VCG
1988
Vantage Consulting Group
Virginia
$229K -$58.9K -361 -19%
RWMH
1989
Riverpoint Wealth Management Holdings
Illinois
$229K -$54.1K -332 -17%
SB
1990
Sunflower Bank
Texas
$229K +$20.2K +124 +9%
STA
1991
Summit Trail Advisors
New York
$227K +$254K +1,559 New
VNA
1992
Valley National Advisers
Pennsylvania
$226K -$199K -1,223 -44%
CCA
1993
Catalyst Capital Advisors
New York
$226K – – –
LFS
1994
Legacy Financial Strategies
Kansas
$226K – – –
SIC
1995
Sigma Investment Counselors
Michigan
$226K +$1.47K +9 +0.6%
BAM
1996
Blueshift Asset Management
New Jersey
$225K -$3.48M -21,367 -93%
RC
1997
Rovin Capital
Arizona
$225K +$8.48K +52 +3%
AA
1998
Apriem Advisors
California
$225K +$40.8K +250 +19%
GRQ
1999
Gardner Russo & Quinn
Pennsylvania
$224K – – –
KCM
2000
Karp Capital Management
California
$224K +$163 +1 +0.1%
78 79
80
81 82