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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1976
LBMC Investment Advisors
Tennessee
$336K +$19.6K +119 +6%
NF
1977
NTB Financial
Colorado
$335K +$331K +2,008 New
NJBEST
1978
New Jersey Better Educational Savings Trust
New Jersey
$334K -$111K -670 -25%
CL
1979
Choreo LLC
Illinois
$334K +$30.5K +185 +10%
SSG
1980
Summit Securities Group
New York
$333K -$411K -2,492 -55%
VW
1981
Vantage Wealth
California
$333K – – –
WGAM
1982
Wilkinson Global Asset Management
New York
$333K – – –
FNBSF
1983
First National Bank Sioux Falls
South Dakota
$333K +$330K +2,000 New
MCM
1984
Morton Capital Management
California
$332K +$329K +1,994 New
PSF
1985
Pacific Sun Financial
California
$331K – – –
CAG
1986
Csenge Advisory Group
Florida
$330K -$55.1K -334 -14%
NB
1987
Northwest Bancshares
Pennsylvania
$329K – – –
KPW
1988
Kore Private Wealth
New York
$328K -$824K -4,997 -72%
WB
1989
West Bancorporation
Iowa
$328K +$325K +1,970 New
LC
1990
Landaas & Company
Wisconsin
$327K -$33K -200 -9%
BWA
1991
Blodgett Wealth Advisors
California
$327K +$323K +1,960 New
AWP
1992
Abacus Wealth Partners
California
$325K -$3.46K -21 -1%
ACM
1993
Allred Capital Management
Texas
$325K +$41.6K +252 +15%
BAS
1994
Brown Advisory Securities
Maryland
$324K -$58.7K -356 -15%
LPP
1995
Life Planning Partners
Florida
$324K +$320K +1,942 New
DWP
1996
Destiny Wealth Partners
Florida
$323K -$64.3K -390 -17%
MAM
1997
Magellan Asset Management
Australia
$323K -$47.3K -287 -13%
APWM
1998
Atlas Private Wealth Management
New York
$323K – – –
CCC
1999
Chelsea Counsel Company
California
$322K – – –
CWC
2000
Carolinas Wealth Consulting
North Carolina
$322K +$4.29K +26 +1%
78 79
80
81 82